The Woodard Report

Lifelong Learning: Elevating Your Practice with Education in 2025

Written by Heather Day Satterley | Jan 15, 2025 7:46:18 PM

The accounting profession is a dynamic field, shaped by evolving regulations, emerging technologies, and changing client expectations. Staying ahead requires more than experience—it demands a commitment to continuous learning.

Lifelong education equips accounting professionals with the skills to navigate industry shifts, deliver innovative solutions, and grow their practices.

As we prepare for 2025, investing in professional development is more important than ever. This article explores why education matters, how to identify the best opportunities for growth, and how to integrate learning into your busy schedule. 

Why lifelong learning matters in accounting 

The pace of change in accounting is accelerating. New tax laws, advancements in artificial intelligence, and shifting client priorities require practitioners to constantly update their knowledge. Education is the key to staying relevant and competitive in this environment. 

Benefits of continuous education 

  1. Adaptability: Learning new skills enables you to pivot as regulations and technologies change. 
  1. Client Value: Advanced knowledge positions you as a trusted advisor who can deliver proactive solutions. 
  1. Career Advancement: Staying current makes you a stronger candidate for leadership roles and allows you to diversify your service offerings. 
  1. Increased Confidence: Education reduces uncertainty by equipping you with the tools to tackle challenges head-on. 

Key areas to focus on in 2025 

As you plan your professional development for the coming year, consider focusing on these high-impact areas:

Technology and automation

Accounting technology is evolving rapidly, with artificial intelligence, machine learning, and blockchain reshaping the profession. Understanding how to implement and leverage these tools can improve efficiency and expand your advisory capabilities. 

  • Action tip: Explore courses on accounting software optimization, workflow automation and emerging technologies. 

Candice Kagay, part owner and director of operations at The Burkhalter Group, a CPA/Law firm, said her Woodard coaching and experience at Scaling New Heights was a huge help.

"We tried several different products, looking for a client portal, e-signature, and communication tool," she said. "We finally landed on Client Hub, and it has been a game changer for us.  It allowed us to get away from CPA Site Solutions, whose portal is the clunkiest, slowest, most user-unfriendly portal we have ever seen."

Advisory services

Clients are increasingly looking for advisors who can provide strategic insights beyond compliance. Developing advisory skills, such as financial forecasting, risk assessment, and strategic planning, can elevate your role. 

  • Action tip: Consider training that focuses on building advisory relationships and using data analytics for strategic decision-making. 

Regulatory and industry updates

The accounting profession is heavily influenced by changes in tax laws, auditing standards, and financial reporting requirements. Staying informed ensures compliance and positions you as a knowledgeable resource for your clients. 

  • Action tip: Attend workshops or webinars that provide updates on tax regulations or industry standards. 

Finding the right educational opportunities 

With countless options available, finding the most effective learning opportunities can be challenging. Here’s how to identify the best fit for your needs:

Assess your knowledge gaps

Start by evaluating your current skill set. Are there areas where you feel less confident? Are clients requesting services you’re not yet equipped to provide? 

  • Action tip: List your professional goals for 2025 and align them with areas where you need to grow.

Explore varied learning formats

Everyone learns differently, and busy schedules demand flexible options. Look for a mix of in-person workshops, self-paced online courses, and interactive webinars. 

  • Action tip: Commit to one long-term program, such as a certification course, and supplement it with shorter, topic-specific sessions throughout the year. 

Leverage trusted providers

Choose education partners with a proven track record of delivering quality content tailored to the accounting profession. Look for programs that balance technical expertise with practical application. 

  • Action tip: Research platforms such as Woodard’s Education Portal, which offers courses designed specifically for accounting professionals. 

Integrating education into your routine 

Making time for education can feel daunting, but with the right strategies, it’s manageable and rewarding.

Schedule learning sessions

Treat education like any other important appointment. Block off dedicated time in your calendar for courses, reading, or webinars. 

  • Action tip: Start with one hour per week and gradually increase as you see the benefits. 

Involve your team

Professional development isn’t just for leadership—it’s a team-wide effort. Encouraging your staff to pursue education strengthens your practice overall. 

  • Action tip: Host monthly “learning lunches” where team members share insights from courses they’ve completed. 

Apply what you learn

Education is most valuable when it’s actionable. After completing a course or session, identify specific ways to implement your new knowledge in your practice. 

  • Action tip: Set a goal to apply at least one concept or tool from each course within 30 days. 

The role of events and conferences 

Attending conferences is a powerful way to accelerate your professional development. Events like the Scaling New Heights Conference combine expert-led sessions with hands-on workshops, providing both strategic insights and practical skills. 

  • What to look for: Choose conferences with diverse tracks, allowing you to focus on your unique interests and needs. 
  • The 2025 opportunity: With its “Make It So” theme, Scaling New Heights 2025 offers a focused environment for turning learning into action. 

Take action in 2025 

Continuous learning is the foundation of growth in the accounting profession. By prioritizing education in 2025, you can sharpen your skills, expand your offerings, and provide even greater value to your clients. 

Start by identifying your goals and exploring learning opportunities that align with them. Whether it’s mastering new technology, enhancing advisory services, or staying updated on regulations, there’s always room to grow. 

“The best part has been the weekly coaching,” said Nancy Jacobson, founder of Atlanta-based Xtended Financial Resources LLC. “Working with a coach weekly provides exponential focus and accelerates my company's growth momentum.”

Education is not just an investment in your skills—it’s an investment in your future. As you plan for the year ahead, make lifelong learning a priority, and watch as your practice thrives.