Become a firm of the future . . . here’s how!

What is the “firm of the future?”

Is it a place where doors “swoosh” open like they did in all those campy sci-fi shows we watched as kids. Or, is it a place where you can simply tap a key on your keyboard and a piping hot cup of coffee magically appears on your desk, just the way you like it, light on the sugar with a whole lot of cream.

Those are both fun ways to think of the way we’d like to work in a firm, but on a more practical level let’s think about it a little differently. To us, the firm of the future is all about the possibility that a firm can be run more effectively when it becomes a knowledge firm rather than a service firm. In other words, it’s about making that move to becoming your clients’ most valuable and trusted business advisor. The type of advisor that your clients can turn to throughout the year with the confidence they are getting the guidance they need to be successful.

Firm of the Future Symposium – coming to NYC August 14-15

Firm of the Future Symposium, NYCThe Firm of the Future Symposium is coming to New York City August 14-15 and you’re invited to be a part of it! At a cost of $1,000, you’ll receive 19 CPE credits as you learn the steps it takes to transform from a service firm into a professional knowledge firm and become your clients’ most valued business advisor.

The symposium will be led by two of the best and brightest in the accounting profession. Ron Baker of the VeraSage Institute and Ed Kless, Sage senior director, partner strategy and development, will help lead you and your firm down this transformative path and into a brighter future.

As an added bonus, attendees will also receive two Peer Group calls at 30 days and 90 days after the course to connect partners and share their business transformation progress.

Register Today

Have a question? Need more information? Ask our instructor, Ed Kless, by dropping him an email at, or contact a Sage University Coordinator at 855-724-3864.

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