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OVERVIEW OF BUSINESS INTELLIGENCE AND VALUATION TECHNOLOGY BY SAGEWORKS

This course is directed towards Business Valuation Professionals and Business Advisors
Cost Free
Presentation Length 1.0 hour

Recorded DateApril 4, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - medium firm
CPA - large firm
Course Description

Learn how public accounting firms are leveraging business intelligence or valuation technology to acquire, retain and cross-sell clients. Firms will learn how to streamline process while providing actionable business insights to clients.

See an overview of two products by Sageworks - ProfitCents and Sageworks Valuation Solution.

Learning Objectives

  • Identify ways that client financial insights and the Sageworks private-company database enable firms to acquire and retain clients.

  • Explore ways to streamline existing processes, in order to save time and increase realization rates.

  • Review key features of best-in-class advisory services technology.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Chad Wright

Abrigo
Associations and Strategic Relationships Director at Sageworks
[email protected]
(984) 242-2623

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Mark Crowder

Abrigo
Director of Consulting

(866) 603-7029

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Mark Crowder is director of consulting for the Sageworks Valuation Solution. Mark works with a wide range of financial professionals, helping them maximize all aspects of the Sageworks Valuation Solution. Mark has an extensive background in financial analysis and accounting which enables him to assist clients across multiple lines of business and service offerings.

About Our Presenter

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Sageworks is a financial information company that provides commercial lending, credit risk and portfolio risk solutions to financial institutions and provides financial analysis and valuation applications to accounting firms and private companies. Through these markets, the company has created the largest real-time database of private-company financial information in the United States, analyzed over 9 million loans and aggregated the corresponding loan data.