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CPA - medium firm
CPA - large firm
In today's fast-paced business environment, accounting firm owners face numerous challenges, from staffing shortages and regulatory changes to rising client expectations and the transformative power of AI. To secure their firm's future, owners must regularly reassess their strategic initiatives and understand how technology is reshaping their operations, including selecting a technology provider to partner with them. This includes adopting and leveraging digital tools for efficiency, embracing flexible staffing models, and focusing on service priorities.
Effective technology management involves transitioning to cloud-based solutions, partnering with IT providers familiar with accounting needs, implementing comprehensive cybersecurity strategies, and investing in employee training. When selecting a technology partner, firms should look for proven experience with accounting firms, support for both cloud and on-premise applications, expertise in managing accounting technology needs, enterprise-class cybersecurity tools, and adherence to privacy and compliance standards that are required for accounting firms.
By making smart technology choices and partnering with trusted experts focused on the accounting profession, firms can thrive amidst ongoing change and emerging challenges. Attending this course will help participants grasp the importance of strategic technology management in ensuring the future success of their accounting firms.
Learning Objectives:
- Recognize how technology impacts various functions within an accounting firm, including staffing, workflows, client services, compliance, and growth strategies
- Recall the critical areas where technology plays a vital role, such as hybrid work models, cloud-based infrastructure, compliance, mergers and acquisitions, cybersecurity, and artificial intelligence
- Justify the importance of annually evaluating and adapting firm strategies to remain competitive. This includes re-evaluating service priorities, leveraging digital tools, adopting flexible staffing models, and outsourcing technology management
- Summarize essential aspects of smart technology management, including transitioning to cloud-based solutions, partnering with IT providers familiar with accounting needs, implementing comprehensive cybersecurity strategies, and investing in employee training
Roman H. Kepczyk, CPA, CITP, CGMA
Rightworks
Director of Firm Technology Strategy
[email protected]
(678) 495-0508
Roman Kepczyk is Director of Firm Technology Strategy for Rightworks and a long-time trusted technology consultant to the accounting profession. He has partnered with more than 400 CPA firms to effectively utilize their information technology and accounting applications by optimizing their tax, assurance, and administrative production workflows. In addition to being a CPA, CITP, and CGMA, Roman is certified as a Lean Six Sigma Black Belt which he utilizes to transform accounting firms in his consulting practice. Roman has been recognized as one of Accounting Today’s Most Influential People in Accounting fifteen times, a CPA Practice Advisor Top Thought Leader each of the past ten years, and one of INSIDE Public Accounting’s Most Recommended Consultants to the Accounting Profession fifteen years. Roman is a prolific author and speaker to the accounting profession helping firms transform their practices.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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About Our Presenter
Rightworks is the preeminent accounting platform bringing together best-in-class accounting technology, data sharing and collaboration, productivity tools, and world-class guidance and support to make you more productive and more profitable.
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