Improve Engagement, Profit, and Sustainability with Analytics

Start time:
February 25, 2020 10:00 AM PST
Duration:
1 hour
Location:
Online
Contact:
Marci Reynolds, Moss Adams, 916-503-8206
Cost to attend:
Complimentary

As the retail industry rapidly changes, a company’s ability to exceed customer expectations—from browsing experiences to delivery—continues to determine profit and sustainability.

Join us for a webcast to learn how successful retailers are using advanced data to create a focused view of their customers. In this session, we’ll cover key trends in the retail industry for 2020 and ways your company can leverage these trends to enhance customer experience and stay competitive.

Register

Speakers

Frank Kaufman, Partner, Moss Adams

Frank’s been directly involved in the retail industry since starting with Moss Adams in 1983. He’s well versed in multiple industry sectors, such as apparel and consumer goods, as well as in various distribution models, including traditional bricks and mortar, pure e-commerce, direct to consumer, and cross-channel combinations. With a focus on helping clients to grow and achieve their goals, Frank identifies impactful industry trends, develops relevant strategic plans, and assists in plan implementation. He spends a significant portion of his time with clients during liquidity events, where preparation and negotiation are integral for success.

Darin Goehner, Partner, Moss Adams

Darin has practiced public accounting since 1994, providing tax and related financial services to retail and consumer product clients, including closely held businesses and their owners. His responsibilities include strategic corporate and tax planning, managing tax compliance, and analysis of business operations as a whole. While Darin focuses on creative tax solutions to clients’ issues, his focus on the retail and consumer products industry allows him to uniquely address business issues. Darin is the Northwest Regional Tax Leader for Moss Adams, sits on the firm’s Tax Committee, and is involved in several community boards. Darin attributes his success at the firm to the Moss Adams Advantage, a culture of providing superior client service while encouraging a balanced life.

Francis Tam, Partner, Moss Adams

Francis has practiced public accounting with a focus on risk and compliance consulting since 1994. He concentrates on risk mitigation activities relating to information technology and security. Francis helps his clients develop a comprehensive approach to information security and technology controls, which may include cost-benefit or system analyses, compliance and internal controls reviews, project management and quality assurance, business process reengineering, penetration testing, external operational assessments, policy development, or financial audits.

Registration Form

 

CPE Information

Program Level:
Basic
Credits:
Specialized Knowledge and Application: 1
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to explain key trends impacting the retail industry; understand the importance of leveraging data to create an enhanced customer experience; and identify the type of and when to use certain data elements.

Prerequisites:
None
Target Audience:
Audit Committee Members; CEOs and other C-level Executives; Chairpersons; Controllers; Directors; Individuals; Owners; Presidents/VPs
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Marci Reynolds at 916-503-8206 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.