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Free cpe webinars
To Bot or Not to Bot: There Should be no Question

TO BOT OR NOT TO BOT: THERE SHOULD BE NO QUESTION

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 16, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Series: Bookkeeper
Course Description

This course is not about an IT program; instead, it is an accounting and back-office services learning session. It will show how to use BOTs to streamline your accounting processes. BOTs are thoroughly and carefully explained, and you will be shown how to use them to provide more effective value-added client services while spending less time. This program will also demystify the world of BOTS, AI, and ML.

This program will be presented by two of the top practice management innovators who bridge generations and grew up with parents who were sole practitioners. They have fully experienced running and growing small practices started by their fathers. This course will present “real” information for today’s age from their personal experience. 

Learning Objectives: 


  • Identify how using BOTs, Artificial Intelligence (AI), and Machine Learning (ML) can be applied to your client services processes

  • Determine how smaller accounting firms can quickly adapt AI and ML

  • List the various ways that Bots are game-changers for accounting firms

  • Identify how you are already using BOTs in your practice but might be unaware of it

  • Identify how bots can quickly increase effectiveness, efficiency, time management, and client clarity

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ed is a partner in Withum’s East Brunswick, NJ, office and has over 40 years of public accounting experience. He is a licensed, certified public accountant in New Jersey and New York. He is accredited by the American Institute of Certified Public Accountants (AICPA) in business valuation and as a personal financial specialist (PFS). Ed is also admitted to practice before the United States Tax Court and has testified as an expert witness in federal and state court regarding business valuations.

A graduate of City College of New York, Ed earned his bachelor of business administration degree. He is a member of the AICPA, the New Jersey Society of Certified Public Accountants (NJSCPA), and the New York State Society of Certified Public Accountants (NYSSCPA). Ed was a founding partner of Mendlowitz Weitsen, LLP, CPAs, which joined Withum in 2005. Currently, he serves on the NYSSCPA Estate Planning Committee and was chairman of the committee that planned the NYSSCPA’s 100th Anniversary. The author of 16 books, Ed has also written hundreds of articles for business and professional journals and newsletters. He is the contributing editor to the Practitioners Publishing Company’s 1998/1999 706/709 Deskbook and the AICPA 2004 edition of The Management of an Accounting Practice Handbook. He is on the editorial board of Bottom Line/Personal and Tax Hotline financial newsletters. Appearing regularly on television news programs, Ed has also been quoted in numerous major newspapers and periodicals in the United States. He is the Lawler Award recipient for the best article published in 2001 in the Journal of Accountancy.

Ed is a frequent speaker to many professional and business groups, including the AICPA, NJSCPA, NYSSCPA, American Management Association, the National Committee for Monetary Reform, University of Medicine and Dentistry in NJ, and many more. For 11 years, he taught financial analysis courses, corporate financial policy and theory, monetary and fiscal policy, and managerial accounting in the MBA program at Fairleigh Dickinson University.

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Radical cpa

Jody Padar, CPA, also known as The Radical CPA, is one of the accounting profession's foremost visionaries and pioneers. A well-known advocate for tech adoption and general forward-thinking behavior inside the profession, she has been consistently named one of the Top 100 Most Influential to the Profession by Accounting Today. She is the author of Radical Pricing which was just published in May of  2024 as well as two other books, From Success to Significance: The Radical CPA Guide; and The Radical CPA: New Rules for the Future-Ready Firm. She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm. 

Since her days as a small firm owner, she has advocated for bringing the accounting profession into the digital age and leading the next generation of accounting professionals to a better life where they can go home on time, give more to their clients and foster their passion for the industry. Currently a senior tax advisor at april, Jody loves the idea of using AI and automation to transform taxes, and she’s excited to help develop, evolve and share a simplified and pleasurable tax experience. 

Padar is married with two adult children and currently resides in Door County Wisconsin. She earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Follow her on LinkedIn, X, Instagram and Facebook.
 

About Our Presenter

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Withum is a forward-thinking, technology-driven advisory and accounting firm, committed to helping clients be more profitable, efficient and productive in the modern business landscape. With office locations in major cities and financial centers across the country, and as an independent member of HLB, the global advisory and accounting network, Withum serves businesses and individuals on a local-to-global scale. Our professionals provide the expert advice and innovation solutions you need to Be in a Position of StrengthSM in today’s fast-paced, tech-driven world.