The Firm of the Future has transformed into the Competitive Firm of Today. Customers desire engagement over information, active answers over prefabricated alternatives, pricing options over hourly rates, and measure minutes over hours and hours over days.
This fast-paced, energized program is lead by IAPA member Daniel Morris the founding partner of Morris + D’Angelo. Daniel has been leading firm transformational programs since 1998 and focuses on the customer experience where the firm’s results really matter.
Topics Covered:
• TQS (Total Quality Service) - the foundational benchmarks for any modern customer focused enterprise
• Why Prices Matter More than Hours
• Subscriptions as a Service: The Future Firm Operating Model
Level:
Basic, no preparation except an open mind and curiosity
Daniel Morris
CPA, CPA, CGMA, TEP
Senior Partner, Managing Director,
Morris + D’Angelo
Daniel provides creative cross-border solutions in an ever-changing and complex world where families, entrepreneurship, generational transfers, asset protection, taxation, law, philanthropy, and stewardship intersect. With offices along America’s West Coast and affiliated locations covering the Caribbean, EU, and Asia, Daniel’s personal and professional networks provide near-instantaneous connections with leading experts across all disciplines.
