Speakers
Jim Perkins
Local Firm's offices
Most mid-sized firms aren't asking whether advisory matters — they're asking whether it's right for them, what it actually takes, and how to avoid the pitfalls that stall firms at the starting line. Margins are compressing, clients increasingly want a thinking partner instead of a reporting function, and competition from technology platforms and non-traditional entrants keeps raising the bar. The case for advisory is getting harder to ignore. The path to get there is where most firms get stuck.
Kim Blascoe, Senior Director leading advisory service transformation at CPA.com, will walk through the business case for advisory, the common challenges mid-sized firms run into along the way, and a framework for moving from discussion to evaluation to implementation — covering leadership alignment, ideal client definition, technology infrastructure, value-based pricing, and long-term sustainment. Whether your firm is exploring the idea, piloting it, or somewhere in between, you'll leave with a clearer picture of where you stand and what a practical next step looks like.
Growth by Design: The Illusion of Growth
Jim Perkins will be presenting on the below topics:
James (Jim) Perkins is the founder of JGP Consultancy, LLC, bringing more than 35 years of experience in legal industry and general business consulting. With deep expertise in law firm operations, strategy, financial health and governance, Jim provides practical, insight-driven advice to help law firms and legal services organisations grow, navigate mergers and alliances, and improve key performance indicators in the U.S. and internationally.
Prior to founding JGP Consultancy, Jim spent more than 25 years at Procopio, Cory, Hargreaves & Savitch LLP, serving as the firm’s Chief Operating Officer (COO) and, for the final 13 years, Chief Compliance Officer (CCO). As COO, he led all non-legal operations, including finance, human resources, administration, marketing and business development, information services, knowledge management, and technology innovation. He was a member of the firm’s Management Committee and shared responsibility with the Managing Partner for the firm’s strategic direction. As CCO, Jim was responsible for designing and implementing the firm’s Enterprise Risk Management (ERM) Program and served as Co-Chair of the Enterprise Risk Management Committee alongside the firm’s General Counsel. During his tenure, Procopio grew from a small, single-office local firm into a top-tier AmLaw 200 firm with more than 380 lawyers and staff across multiple offices.
Jim will be speaking at our Law Firms' North American Managing Partners Meeting.
Kimberly leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development and training offerings.
Prior to joining CPA.com, Kimberly’s career has spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kimberly led their CAS practice, providing a value-driven client experience utilising an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker Dealer & Advisor Network segment of the vertical.
Kimberly graduated from Montana State University with a Bachelor of Science, majoring in Accounting.
She will be speaking at our Accounting Firms' North American Managing Partners Meeting.