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Webinar

Are You Ready for 2027 Busy Season?

The pain of the rework cycle is the biggest threat to engagement realization - especially during the busy season, when everyone is stretched thin. See how leading firms are using new AI and automation to bring the client deeper into the engagement, preventing this rework.

  • Understand how modern AI and automation capabilities prevent the back-and-forth that impacts engagement efficiency. 
  • Analyze why a client's access to engagement history from before they joined protects continuity when a team member leaves.
  • Evaluate the usage of these key features in real-world scenarios within the everyday engagement, and the impact to the firm’s realization. 

Speakers

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Amanda Johanson

Staff Product Manager · Suralink

Amanda Johanson is a Staff Product Manager at Suralink, where she leads strategic product initiatives through customer research, data analysis, and experimentation. Her recent work has centered on understanding the needs and behaviors of clients being audited, bringing a client-focused perspective to an industry traditionally optimized for firm users.

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Chris Witt

Senior Director of Product Marketing · Suralink

Christopher Witt is a PMC and PMA certified product professional who has worked as a technologist in the FinTech SaaS space for the past two decades. Focusing on product development and go-to-market strategy - he's worked principally in Banking & Finance, Accounting, and Audit software solutions. As Suralink's Senior Director of Product Marketing, his team's efforts guide our market motion and voice-of-the-customer activities

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Blake Steffen

Senior Product Marketing Manager · Suralink

Blake Steffen has spent his career studying how B2B software buyers, from lawyers and fraud investigators to compliance teams, actually make decisions. That grounding now fuels the industry research and product analysis he brings to Suralink, where he digs deep into the audit and accounting space to help shape products that solve real problems.