Optimizing Your Firm’s Technology Stack

Date: Thursday, April 25, 2024
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter: Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Rightworks
Moderator:
Field of Study: Information Technology
Program Level: Intermediate
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

Accounting firm technology has gone through a number of evolutions from introducing PCs and building networks to the return to the cloud and optimization of remote work during the pandemic. And now firms are adopting the next generation of digital automation, including generative AI tools such as ChatGPT. Underlying this is the firm’s information technology infrastructure and production applications referred to as the Tech Stack. This session will discuss key requirements for your firm’s future technology strategy, as well as specific recommendations on hardware, infrastructure and the evolving mix of tax, audit and accounting applications utilized to optimize client service.

Presenter and Moderator Bios

Presenter: Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Rightworks

Roman Kepczyk, CPA.CITP, CGMA, PAFM is Director of Firm Technology Strategy for Rightworks and partners exclusively with accounting firms on production automation, application optimization and practice transformation. He has been consistently listed as one of INSIDE Public Accounting’s Most Recommended Consultants, Accounting Today’s "Top 100 Most Influential People", and CPA Practice Advisor’s "Top Thought Leaders".

Cost
$35.00 for CPAFMA Members / $80.00 for Non-Members / Free for PAFMs

  Online Registration

This MAPCast is part of the following series:

2024 Technology Series MAPCast with Roman Kepczyk

The accounting profession is quickly transforming due to technological innovation. However, this shift requires both accountants and firm managers to acquire new skill sets. The 2043 Technology Series will include FOUR educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and will explore topics essential to optimizing your firm's productivity and efficiency.

Catch It On-Demand
Registered for the series but have a conflict with a date? All that register and will receive links to view the webinars on-demand, so that you can still have access to all content, even if you miss one of the live broadcasts. Replays are available for all sessions even if you purchased the series after the date of the live broadcast.

The entire series can be purchased at a discount for:
$140.00 for Members / $320.00 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.