INTERACTIVE WORKSHOP
Participation is limited to 25 attendees – reserve your seat!
Prior to the pandemic, many practitioners were slowly transitioning to a virtual practice model. The pandemic has accelerated that process exponentially. Virtual practice has many benefits for small firms and sole practitioners but can be a challenge to implement for those who already have an established practice with paper-based systems. This workshop will bring together practitioners who have transitioned or are transitioning to a virtual practice. The discussion will review some of the software platforms available, how to address the challenges of the transition and how to manage ongoing risks in the virtual environment. Attendees will be encouraged to participate by sharing their own experience.