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Thursday, January 28 at 8:30 AM PST / 11:30 AM EST

Dashboarding for growth using Fathom

Presented by Fathom:

In this session, you will learn how to expand your expertise to reach a larger audience of both new clients and more leaders within existing client businesses. Drawing from her own experience working with wineries in Napa Valley, Geni Whitehouse will share secrets of using Fathom as a way to connect financial results to individual actions, create forecasts, and design reports that meet the needs of even the most discerning investors. Grow your business and deepen your own expertise while you take the mystery out of financial results for your clients.

Duration: 60 min

Geni Whitehouse, CPA.CITP, CSPM Countess of Communication Brotemarkle, Davis & Co.

Geni Whitehouse is a winery consultant at Brotemarkle, Davis & Co., co-founder of Solve Services, author, and regular keynote presenter at accounting and technology conferences. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor.