DCPA2123. What's Around the Corner: New Firm Roles

What are the new roles we need in firms? Implementation specialists, onboarding specialists? IT is a different animal in a virtual cloud practice. We need new positions that include technologists that can integrate cloud solutions and train AI databases. The profession needs more financial and data analysts. With the growth of advisory we are looking for professionals with consulting and advisory skills. It is time to write some new job descriptions and expand the skillsets on our teams. In this session, we will discuss the roles and skills needed now and in the future. We will discuss how we will train existing team members and incorporate professionals from other fields of study.

Learning Objectives:

• Learn the new roles needed fro scaling up CAS Practices
• Understand the top skills needed for success in advisory with CAS practices