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Introduction to the Professional Knowledge Firm (aka Firm of the Future)

4.6 (110)

Ed Kless


Tuesday, April 14, 2020 | 12:00 PM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

Course Description

This session will be dedicated to the possibility that a professional organization can be run more effectively when it becomes a knowledge firm rather than a service firm. Creating such an organization is hard work and not for everyone. It requires us to think differently than we have in the past about what it is that we do. You are hereby invited to open a dialogue on a different model for creating and capturing value in a professional firm. We will explore two business models: the firm of the past and the firm of the future. We will also begin a conversation about the four transformations that need to occur in order for firm to make the transition successfully. This session will be led by Ed Kless, Sage senior director of partner development and strategy, who will facilitate this session.

Learning Objectives

  • Understand the difference between at service firm and a knowledge firm.
  • Distinguish between rival and non-rival assets
  • See the greater meaning of profit.
  • Why effectiveness trumps efficiency
  • Compare cost-led vs value-led pricing

Who Should Attend?

  • Accounting Firm
  • Business Owner
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Young CPA


    [no_of_record] => 110
    [average] => 4.5545




This was an outstanding webinar that every CPA and probably every sole proprietor should consider.


Ed delivered a high energy, on point, value-added webinar. More "business owners" should review this type of vital dialogue!


Very insightful and made me stop and think about the direction our firm needs to go.


Ed shared valuable and relevant information....even to us sole practitioners! I highly recommend this class. It left me feeling inspired with ideas of how to adapt my business model moving forward.


This was an excellent webinar to help you break out of the "norm" and be more forward-thinking!