Director of CAAS Services
Woodard
Deborah has over 35 years of accounting experience. She continues to contribute to the accounting profession by sharing thought leadership on the direction of accounting and advisory services and presenting at numerous conferences. She regularly consults with organizations to optimize their Client Accounting and Advisory Service (CAAS) practices. Deborah has led technology teams for various platforms, including QuickBooks Online, Xero, Sage Intacct, and a wide range of third-party applications. Her primary focus is helping organizations grow and achieve their strategic goals by providing technology recommendations, streamlining administration, improving processes, optimizing business workflows, and implementing best practices.
Deborah is dedicated to ensuring the ongoing financial and operational success of organizations seeking growth. She recognizes the transformative impact of technology on businesses and is well-versed in training, analyzing systems, understanding integrations, and providing guidance on the implementation of third-party applications. Additionally, she troubleshoots areas of concern to enhance overall operational efficiency.
As technology continues to transform Client Accounting Services, firms are reimagining their talent strategies to stay ahead. This panel will explore how leading firms are investing in professionals with both technical and advisory skills while leveraging offshore teams to expand capacity and efficiency. Panelists will discuss how continuous learning, upskilling, and global collaboration are helping CAS practices adapt to new technologies like AI — and what it takes to build the agile, future-ready firm that clients now expect.