Refocusing Retail: 2018 Industry Trends

Start time:
March 22, 2018 10:00 AM PST
1 hour
Marci Reynolds, Moss Adams, 916-503-8206.
Cost to attend:

Technology is reshaping how customers behave, yet many retailers haven’t adapted their strategies to accommodate new customer expectations.

In this webcast, we’ll discuss the industry outlook and share insights to help you understand, attract, and retain customers. Topics will include the increasing importance of delivery, what’s driving the brick and mortar revival, and how to personalize customer experience with technology.



Frank Kaufman, Partner, Moss Adams

Frank Kaufman been directly involved in the retail industry since starting with Moss Adams in 1983. He’s well versed in multiple industry sectors, such as apparel and consumer goods, as well as in various distribution models, including traditional bricks and mortar, pure e-commerce, direct to consumer, and crosschannel combinations. With a focus on helping clients to grow and achieve their goals, Frank identifies impactful industry trends, develops relevant strategic plans, and assists in plan implementation. He spends a significant portion of his time with clients during liquidity events, where preparation and negotiation are integral for success.

Darin Goehner, Partner, Moss Adams

Darin Goehner has practiced public accounting since 1994, providing tax and related financial services to retail and consumer product clients, including closely held businesses and their owners. His responsibilities include strategic corporate and tax planning, managing tax compliance, and analysis of business operations as a whole. While Darin focuses on creative tax solutions to clients’ issues, his focus on the retail and consumer products industry allows him to uniquely address business issues.

Francis Tam, Partner, Moss Adams

Francis Tam has practiced public accounting and consulting since 1994, providing information technology audit and internal control guidance to public and private companies. He focuses on payment card industry security, IT governance, cost-benefit analyses, IT planning, risk management, systems analyses, policy development, project management and quality assurance, and business process reengineering.

Registration Form


CPE Information

Program Level:
Specialized Knowledge and Application: 1
Delivery Method:
Learning Objectives:
After completing this training, participants will be able to describe current retail industry trends, understand how technology is transforming retail, and explain how to implement programs to engage customers.
Target Audience:
Audit Committee Members; CEOs and other C-level Executives; Chairpersons; Controllers; Directors; Individuals; Managers; Owners; and Presidents/VPs.
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Marci Reynolds at 916-503-8206 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: