Tax Season Debrief

Date: Thursday, April 29, 2021
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Right Networks
Objective: Attendees will learn best practices to conduct your own tax season debrief, learn future indicators and disruptors to plan for future tax seasons, and learn some lean principles for tax production.
Field of Study: Business Management & Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description
Want to optimize your firm’s tax production processes? The first step is debriefing how this busy season went and identifying opportunities to fine-tune and improve your firm processes in alignment with today’s proven technologies.

Roman will walk through best practices in conducting a tax season debrief meeting including facilitation skills. He will also incorporate key future indicators and disrupters that all firms should be aware of to plan for next year and beyond. Roman will highlight specific examples within the tax production cycle where “Lean” principles can be successfully applied. Participants will be amongst the first to preview the Right Networks’ Nationally released post-busy season survey during the session!

Presenter Bio(s)
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..

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

  Online Registration

This MAPCast is part of the following series:

2021 Technology Series
The Technology Series will include SIX educational 60-minute sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Right Networks. Topics include Your Tax Season Debrief, Strategic Technology Outlook, Remote Work / Collaboration, CAAS Transformation, IT Considerations in M&A, and Annual Security Update. All registered guests will receive links to view the replays, so you can still have access to all content, even if you miss a live broadcast. We hope you will join us!

The entire series can be purchased at a discount for:
$100.00 for Members / $225.00 for Non-Members / Free for PAFMS

  Entire Series Online Registration

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.

Registration

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.

Refund Policy

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.

Additional Information

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.