Tracks:
Advanced Estate Planning
Practitioners and TECH+
EDGE Career Development
Titles on your LinkedIn profile:
Staff Accountant, Technology Liaison
Your professional credentials and affiliations:
CPA, CIA, CGMA, CFE, CISA, CISM, CITP, CISSP, CGEIT, CRISC, CEH, CCSFP
Years in the business:
Junior
Mid
Senior
Your ambitions:
- Use my love of tech as a launchpad for my career
- Build my reputation so senior leaders look to me for tech ideas and solutions
- Lay the groundwork for my 2022 goal
In your toolkit:
- Governance and compliance
- Continuous audit and monitoring
- SOC guidance
- Business intelligence
- Cybersecurity and privacy
- Risk management
- Practice management
- Emerging tech, including AI, blockchain and data analytics