From the Trenches with Randy Johnston & Brian Tankersley

Date: Wednesday, July 21, 2021
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Randy Johnston, Brian Tankersley and Kevin Sharma
Objective(s):

-Key findings and select survey results from the Accounting Firm Operations and Technology Survey
-How to leverage the Accounting Firm Operations and Technology Survey eBook to gain insight, reassurance and peace-of-mind when partners are making operational and technology decisions.
-Actionable insight for firms of all sizes
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

From industry trends to emerging technologies, we will hear from two influential figures in the accounting space about how the industry faired in 2020 and where it’s headed in the future. Randy and Brian will highlight key findings from their 8th Annual Firm Operations and Technology Survey (AFOT). ?The AFOT is the most complete operational and technology survey in the accounting profession, and consistently produces actionable items and insights that are not available from any other source.

Presenter and Moderator Bios
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years of experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering. Randy continues to be an influential figure in the accounting industry.

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication.

Kevin is the Director of Sales and Marketing at Doc.It. Since 2012, he has helped hundreds of accounting firms improve efficiency, enhance data security, and elevate their client service with Doc.It's suite of document management, workflow, PDF Editor, and web portal tools.

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.

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.