WEBINAR
From Compliance to Advisory: How One Firm Is Using Technology to Do More With Less
Most firms are drowning in compliance work — and the 340,000-professional shortage isn't helping. On June 24 at 2pm ET, a real firm owner joins Juno and Verito to share what changed when they overhauled their tech stack: security locked down, document intake automated, and capacity freed up for the work that actually matters.
WEDNESDAY June 24, 2026 · 2:00 PM ET
WEBINAR live in
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Agenda
2:00
Welcome & Introductions
2:10
Life before: What busy season looked like and what finally had to change
2:20
What they changed and why it worked: compliance, automation, and infrastructure
2:35
Life after: Hours recovered, advisory work unlocked, real outcomes
2:45
Live Q&A
Your Hosts
Dave Haase
Founder & CEO, Juno
Jatin Narang
CEO, VERITO
Rocky Lippold
MANAGING PARTNER, FREEDOM TAX & ACCOUNTING
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