Episode 527 - Building Your Ideal Practice - Roundtable with experts from Woodard

Join Ron and Ed for an engaging roundtable discussion with three dynamic leaders from Woodard: Patricia Hendrix, Heather Satterley, and Deborah Defer. These accomplished professionals bring their unique expertise in practice advancement, technology integration, and Client Advisory Services (CAS) to the conversation. Together, they'll explore the evolving landscape of accounting, the role of automation, and strategies for business transformation. Tune in for insights, innovation, and inspiration from some of the industry's top minds! Guest Bios 🔹 Patricia Hendrix – EVP of Woodard Communities & Director of Practice Advancement Coaching. With 30+ years in accounting, Patricia helps firms transform through leadership, business strategy, and mentorship. 🔹 Heather Satterley – Director of Education & Media at Woodard. A CPA and tech advocate, she co-hosts The Appy Hour and specializes in automation and innovation in accounting. 🔹 Deborah Defer – Director of CAS at Woodard. A thought leader in Client Advisory Services, Deb designs cutting-edge strategies to streamline processes and drive business growth.