This session is for team members using ChangeGPS's Year End apps — Trust Distribution Resolutions, Dividend Statements, and FBT Report and Declarations. We'll walk you through each app so you can start producing accurate, professional year end documents for your clients quickly and efficiently.

Who should attend: Team members who will be using the Year End apps at your firm.

Details About the Webinar

About the Speakers

1776235601-500810cb83b86d80 Cat Finch
Customer Success Manager

Cat Finch is a Customer Success Manager Team Leader for ChangeGPS at Access. Drawing on her background in consulting and experience as an Accountant, she has an understanding of where your practice has been - and where it's headed. She's focused on how ChangeGPS can bring value to you and your teams and support your long-term success.

1776235526-dfef7cdffc72e47d Tina Matham
Technical Success Manager

Tina brings over 15 years of accounting experience to the ChangeGPS team, including running her own successful firm. As a former firm owner, she understands the pressures and possibilities that come with building a practice. ChangeGPS played a key role in helping her streamline workflows, save time, and grow her business, and now she’s passionate about helping others do the same. Tina works closely with firm owners to ensure they’re getting the most out of ChangeGPS, so they can work smarter, boost profitability, and build firms that truly support their goals.

C Chad Veloso
Customer Success Manager


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