When, Why & How to Vet New Software Solutions for Your Firm

Date: Tuesday, October 8, 2019
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Tiffany Roussel - Honkamp; Meredith Jolly - Conarc CEO; Lacy Magby - Conarc VP Sales
Objective(s):
This panel discussion will help you identify when it is time to initiate a technology search and how to sort through all of the marketing hype for the solutions that you are considering.
Field of Study: Information Technology
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

This panel discussion will help you identify when it is time to initiate a technology search and how to sort through all of the marketing hype for the solutions that you are considering. We will share advice on best practices to help you identify what you need and determine when you need it. We are bringing our A-list to the table. Lacy Magby, seasoned Implementation Expert, will moderate the conversation with Tiffany Roussel, Business Application Manager, Honkamp Krueger & Co., and Meredith Jolly, CEO, Conarc.

Objectives: How to identify when the pain of making a change is worth it; Best practices in comparing your options.

Presenter and Moderator Bios
Tiffany K. Roussel, Business Application Manager, Honkamp Krueger & Co., LEAN Six Sigma Green Belt, specializes in process improvement and data-driven results. She assists in the standardization and implementation of applications and other technology initiatives. Her focus is on business process improvement and developing and training on best practices. She has over 10 years of experience managing people with 6 years in the accounting industry and 5 years specific to the tax process.

Meredith Jolly, CEO, Conarc, has extensive experience in management, business growth, customer service, and software development. Her mission at Conarc is to support and grow the team while maintaining and improving the product and service. She is a servant leader who inspires her team to embrace continuous professional development. Meredith has a BA in Mathematics/Economics from Agnes Scott College and an MBA from Georgia State.

Lacy Magby, Vice President of Sales, Conarc, has over 10 years of experience in management, implementation and client services with 8 of them being focused on business-wide software solutions and change management. She specializes in helping businesses improve processes with technology solutions and software integrations. Lacy has a strong focus on customer service, communication, and building community.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

All programs are delivered using the Zoom platform.
Confirmations will include log-in instructions.
Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA MAPCast?
An CPAFMA MAPCast is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA MAPCast?
Your MAPCast will have one or more speakers who are recognized experts on the topic. MAPCasts typically include a Q&A session; you can ask questions by audio or chat options.

CPE Credits
CPAFMA 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.

MAPCasts with an HR focus have been approved for recertification credit hours toward PHR and SPHR recertification through the Human Resources Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org.

MAPCasts qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA MAPCasts?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA MAPCasts are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for MAPCasts. PCPS members should indicate their membership when registering.