Instructor
Shrini is a U.S.–qualified Certified Public Accountant, Chartered Accountant in India, and Certified Information Systems Auditor with more than a decade of cross-border tax and assurance experience. He is one of the directors of GKM — GKM Inc. is a full-service public accounting firm with over 25 years of experience delivering high-quality outsourcing solutions in accounting, tax preparation, and audit support serving clients across 34 U.S. states. He is an active member of Entrepreneurs’ Organization (EO).
Instructor
Since 1994, Todd has worked exclusively with accounting and tax professionals to help them build, buy and sell practices nationwide. The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning into accounting practices and personally being involved as an intermediary in the sale of over 400 accounting and tax practices. Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed.
Today’s CPA firms are navigating a tough landscape—seasoned talent is scarce, compensation expectations are rising, and high turnover is putting added pressure on already stretched teams. As internal capacity dwindles, the risks of standing still—like missed business opportunities and team fatigue—only grow. To stay ahead, many firms are reimagining how work gets done—and rethinking who should be doing it.
In this webinar, we will share how firms are moving beyond traditional hiring strategies, focusing on building a workforce that’s agile, future-ready, and aligned with long-term growth goals.
You’ll gain insights on:
Whether you’re actively considering outsourcing or simply reevaluating how to better support your team, this session will deliver candid insights and actionable guidance.