CEI at the Winning is Everything Conference in Las Vegas

In January, over 250 accounting professionals gathered to attend the 20^th anniversary of the Winning is Everything (WIE) conference. Several of the top thought leaders gathered to share their “future state perspective” on M&A, human capital and technology.

The Client Experience Institute (CEI) shared the latest thinking on how client service models are being re-defined in order to create higher levels of client engagement.

The workshop included a team exercise on identifying current and future interactions associated with client acquisition, on-boarding, performance and relationship management.