New to Progress? This session is for team members who will be using Progress to prepare and run annual client meetings. We'll walk you through how to use Progress to automate your meeting preparation, produce professional client reports, and drive conversations that are proactive and impressive to clients.

Who should attend: Team members who will be using Progress at your firm.
  • Welcome & Your Onboarding Toolkit — An overview of what's included and what we'll cover today.
  • Access Evo Organisation Setup — Creating your organisation and inviting your team members.
  • Assigning ChangeGPS Seats — How to assign seats and manage access for your team.
  • Customising Your Company Setup — Key settings to configure before your team gets started.
  • Managing Your Subscription — Your plan, billing, and how to make changes down the track.
  • LMS Product Training — Where to find training resources for you and your team.
  • Getting Support — How to reach the support team and use the Help Centre.
  • Q&A

Details About the Webinar

Thursday, 31/12/2026 · 4:00 p.m. Kuala Lumpur (GMT +8:00)
Cost: Free
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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.

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