Implementation and personalized consulting

“I connect with business owners because I’ve managed a business. My experience allows me to relate to the pressure they face while managing people, maintaining budgets, and growing their business.”

Prior to becoming a Business Advisory Consultant, Bryan helped firms make informed software-buying decisions through his roles in sales and solutions consulting. Bryan has years of management experience before joining Thomson Reuters.

“My approach to Practice Forward advisory implementation comes from a mindset of a business owner.  When you have owned your own business in the past, you have a completely different perspective on what it feels to be in the shoes of Practice Forward members.”

Pamela has implemented software in thousands of client offices; assisted hundreds of firms in adopting advisory methodologies; and presented at previous Thomson Reuters SYNERGY Users' Conferences, trade shows, sales seminars, and year-end training sessions.

“I like to hear from firms to gain a greater understanding of pain points they are experiencing and the vision they have for the future of their business. I understand work does not stop while implementing, so keeping these in mind can make it easier to push through the hurdles.”

Brent is passionate about helping firms achieve their goals. He specializes in assisting firms to adopt the Practice Forward methodology and has worked with hundreds of firms on practice management and accounting implementations. Brent has 12 years of training and consulting experience with Thomson Reuters.

“As a Practice Forward Consultant, I listen to what my clients want to accomplish during the Practice Forward implementation to define their goals. Asking relevant and open-ended questions is an integral part of consulting.”

With more than 22 years of experience, Renae has held many roles with the Thomson Reuters sales department. As a Solutions Consultant, Renae provided vision and clarity to prospective clients as they evaluated products and services within the integrated suite of software solutions offered by Thomson Reuters. She is passionate about helping firms navigate best practices, leverage technology, and build a successful advisory practice.

“I help my clients meet their goals by acting as a ‘change agent’ with them. Through my industry knowledge and experience, I am a resource for my clients; helping them to change how they work so they can become the firm they want to be for their clients and employees.”

Heather has over 12 years of experience providing onsite and web-based training and consulting to firms. Heather has over 12 years of firm management experience in various roles and responsibilities within public accounting: learning and development, human resources, director of employee services, and chief operating officer.

“I approach my Practice Forward engagements as a partnership. Implementing the methodologies while also running the firm is not an easy task. I keep the implementation top of mind for them and remind my firms of the amazing benefit they will experience.”

Jenni began her career with Thomson Reuters in 2021 as a consultant with GoFileRoom and FirmFlow. Before joining Thomson Reuters, Jenni was a marketing manager for a mid-sized CPA firm and a brand consultant for CPA firms and financial institutions that wanted to achieve their growth goals.

“Creating an environment where my teams are empowered to grow, fail fast, recover even faster, and deliver an exceptional customer experience truly puts the wind in my sails.”

Lisa leads the Professional Services Advisory squad, where she guides and coaches a dedicated team of Advisory Business Consultants and Thought Leadership presenters, providing them with strategic direction and support to help them excel in their roles. As the product owner for Practice Forward and Advisory Professional Service offerings, Lisa is responsible for ensuring the strategic direction and innovation of these products and services, ensuring they remain relevant and effective in meeting the needs of clients.