2019 Tax Season DebriefDate: Friday, May 10, 2019
Time: 11:30 AM ET / 10:30 AM CT / 09:30 AM MT / 08:30 AM PT [Prevailing Time]
Presenter(s): Roman H. Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Right Networks
Objective: Roman will walk through the process to optimize your Post-Busy Season Debrief meeting including providing attendees with the questions to ask and sharing “LEAN” consulting tools to help firms identify the biggest opportunities for improvement to implement over the summer, backed by the latest CPA survey findings.
Field of Study: Business Management & Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
No advanced preparation or prerequisites are required for this course.
Another busy season under your belt and It’s time to coast for a bit…WRONG! Now is the optimum time to meet with the tax team to discuss what went well, what didn’t, and what you are going to do about it before the next extension deadlines hit. Roman will walk through the process to optimize your Post-Busy Season Debrief meeting including providing attendees with the questions to ask and sharing “LEAN” consulting tools to help firms identify the biggest opportunities for improvement to implement over the summer, backed by the latest CPA survey findings.
Roman H. Kepczyk, CPA.CITP, CGMA, PAFM is Director of Firm Technology Strategy for Right Networks. His primary focus is helping firms throughout North America effectively use information technology and accounting applications by optimizing their tax, audit and administrative production workflows. He has spent the past twenty-two years consulting exclusively with CPA firms and prior to that, ten years with the CPA firm of Henry & Horne, (Arizona’s largest regional firm) where he was the partner in charge of the firm's Management Advisory Services and Consulting practices. Roman also served as the firm’s Administrative partner where he oversaw Internal Accounting, Marketing, Human Resources, and was responsible for the creation and implementation of the firm's technology plan and budget. He is member of AICPA Council, a former member of the AICPA PCPS Executive Committee and a former Chairman of the AICPA's Information Technology Executive Committee. He has served as a member of other AICPA initiatives, including the Special Committee on Enhanced Business Reporting, eBusiness Task Force, IT Best Practices, IT Research, IT Practices Committees, and Group of 100 projects. In addition, he is a former Chairman of the AICPA Top Technologies Task Force. Roman was named by INSIDE Public Accounting as one of the profession’s Most Recommended Consultants for each of the years from 2005 through 2017, CPA Practice Advisors Top 25 Thought Leaders from 2011 through 2019, and Accounting Today’s Most Influential People in Accounting thirteen times. Roman is also an Advisory Board Member to the CPA Firm Management Association and has served on the Board of Directors of the Arizona Society of CPAs. He also authored “Quantum of Paperless: Partners Guide to CPA Firm Optimization” which outlines 32 key CPA best practices. On a technical level, Roman is an AICPA Certified Information Technology Professional (CITP) and a Certified Lean Six Sigma Black Belt (LSS BB). He authored technology chapters for the PPC MAP Handbook, PPC Guide to Paperless Engagements, and sections of the AICPA MAP Handbook. He is also a regular contributor of articles to the AICPA PCPS, CPA Practice Advisor, Thomson Reuters Audit and Accounting publications and the CPA Firm Management Association’s newsletters.
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs
This mapcast is part of the following series:
Digitally Driven Firm Series
This series of 8 sessions is designed to help member firms transform their practices into tomorrow’s digitally driven organizations while taking advantage of today’s proven digital best practices. Expect to understand the key technologies, trends, threats and disrupters, etc. A deliverable for each session will be provided at the end of each session. All sessions will be recorded and the recordings will be available to all who register for the full series.
The entire series can be purchased at a discount for:
$100.00 for Members / $225.00 for Non-Members / Free for PAFMS
- All programs will be delivered using Zoom. Participants must call the toll-free conference phone number to access the audio portion of the presentation. Participants’ phone lines are automatically muted upon connection to the call.
- All participants should have Internet access and be in a private setting. For more than one participant per participant location, a quiet conference room with a large monitor/screen and speaker phone is suggested.
- There will be assistance available to assist with procedural, downloading or connection issues 5 minutes prior to the start of the presentation.