Annual Security UpdateDate: Friday, July 30, 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: Participants will learn about the latest threats and resources for managing security for their firms. A checklist of necessary considerations will be presented.
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
No advanced preparation or prerequisites are required for this course.
Roman will walk through a checklist of the necessary components of accounting firm's security including the latest information breach statistics and the specifics of how to minimize your firm’s greatest exposure: YOUR PERSONNEL.
Security is consistently listed as one of the AICPA’s Top Technology concerns, but few accounting firms take it seriously until they have been impacted by a breach. Roman will walk through a checklist of the necessary components to protect your firm including the latest IRS requirements. He will also update attendees on the latest threats and share security resources to minimize the firm’s exposure and educate firm personnel.
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:
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
- All programs are delivered using the Zoom platform.
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- 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.
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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.
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