Webinar

Rebuilding Firm Efficiency from the Inside Out

Tuesday, November 11th, 2025

12:00 PM ET

1 hour

Even the best teams can’t outwork broken processes. In this exclusive conversation, CPA Katie Thomas joins Suralink to unpack the hidden operational gaps that quietly drain firm margins, and why the answer isn’t more staff, but smarter workflows. Drawing on her own experience in public accounting and recent data from Suralink’s State of Audit Efficiency report, you’ll learn how firms can bridge the Client Readiness Gap to reduce frustration, reclaim time, and protect profitability.

Join us for a discussion that will challenge how you think about efficiency and firm growth, and reveal where the most significant gains are waiting to be made.

You’ll walk away with:

A new outlook on margin erosion and how to identify the hidden workflow bottlenecks costing your firm time and profit.

Actionable strategies to close the Client Readiness Gap so your team spends less time chasing documents and more time delivering value.

Real-world lessons from Katie’s own experience that every managing partner and operations leader can apply before busy season.

CPE Credit(s): 1 Field of Study: Computer Software: Computer Software & App Instructional Delivery Method: Group Internet Based Level: Basic Prerequisite: None Advanced Preparation: None

Register for Webinar

Speaker(s)

Andrew Park

Head of Strategic Markets, Suralink

Andrew Park has spent more than a decade designing, deploying, and consulting on customer experience programs for global Fortune 1000 companies. Andrew provides strategic counsel to his clients, architecting and evolving their customer experience initiatives to deliver maximum business and relationship impact. In his current role as Head of Strategic Markets, he oversees the Go To Market, partnership and customer experience initiatives for Suralink’s highest priority markets. He is CCXP certified, recipient of CXPA CX Impact Award, the author of several white papers, an experienced speaker, and regularly contributes to public conversations about customer experience in forums like the Huffington Post, Inc, and Forbes

Catherine Woods

Enterprise Customer Success Manager, Suralink

Catherine Woods is a seasoned Customer Success leader with nearly a decade of experience supporting the accounting profession through technology, transformation, and client engagement. She has partnered with top CPA firms across North America to help them modernize workflows, strengthen client collaboration, and drive efficiency.At Suralink, Catherine serves as an Enterprise Customer Success Manager, guiding firms in maximizing the value of a leading client-collaboration platform to deliver exceptional client experiences.

READY TO JOIN?

Contact our team today to explore how we can work together.

NASBA Disclaimers

Suralink 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 (Registry ID #: 168814). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Webinars

Certain Suralink webinars may be eligible for NASBA CPE credit as indicated at the time of registration. Please refer to the applicable registration page for more details. In order to receive CPE credit, attendees must meet the eligibility requirements below.

Eligibility requirements for all webinars (or Group Internet-Based programs, as defined by NASBA) are as follows: Certificates will be provided within 60 days of course completion. Participants are responsible for providing accurate information during registration and for participating in the entire webinar. Failure to meet these requirements may impact credit eligibility.

Eligibility Requirements for 1 CPE credit:

Length of Webcast: 60 minutes
Minimum Viewing Time: 50 minutes
Minimum Polling Questions Answered: Three

For more information regarding webinar refund, complaint and program cancellation policies, please contact: webinars@suralink.com

ABOUT SURALINK

Suralink's open platform is leveraged by more than 800,000 users worldwide.

Suralink is the leading client collaboration platform for today’s accountants. Our secure platform centralizes request and document management, improves visibility and accountability, and ensures teams and clients stay aligned on engagement progress. Suralink brings request management and workpaper preparation into one connected platform—helping firms improve realization, reduce budget overruns, and streamline every step of the engagement process.With enterprise-grade security and an easy-to-use interface, Suralink's award-winning client interaction portal helps firms increase efficiency and improve their relationships with their clients.