2026 CPA Firm Techs, Trends, and Disrupters

Date: Thursday, May 28, 2026
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter: Roman Kepczyk, CPA, CITP, CGMA, PAFM, Director of Firm Technology Strategy, Rightworks
Moderator:
Objective(s):
1. Learn which core technologies are driving firm productivity—and what to invest in next to future-proof your operations.
2. Explore cutting-edge tools for secure and intuitive collaboration with clients and staff, including how generative and agentic AI is transforming client interaction.
3. Understand why cultivating a “learning organization” mindset is no longer optional—and how it can help your firm adapt to rapid change.
4. Reframe cybersecurity as a foundational business priority, not just an IT issue, in the age of intelligent automation and data risk.
5. Implement practical, firm-wide infrastructure, protocols and training approaches to reduce risk and improve resilience.
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

IT Tech Stacks, Collaboration, Cybersecurity, and in particular Artificial Intelligence is transforming the accounting profession faster than ever—are you keeping up or falling behind? In this fast-paced session, Roman Kepczyk CPA.CITP breaks down the must-have technologies and strategies CPA firms need to stay competitive in 2026, backed by insights from his consulting with over 425 firms, and the latest CPAFMA member IT surveys.

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 particularly in regards to their technology stack, artificial intelligence, and cybersecurity. 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
$40.00 for CPAFMA Members / $80.00 for Non-Members / Free for PAFMs

  Online Registration

This webinar is part of the following series:

2026 CPAFMA Tech Series

Technology is reshaping the accounting profession at an unprecedented pace. From artificial intelligence driving new efficiencies and revenue opportunities, to increasingly sophisticated cyber threats targeting financial data, today’s CPA firms must be proactive, strategic, and resilient to stay competitive.

This three-part webinar series equips firm leaders with a comprehensive roadmap to navigate the evolving technology landscape. You’ll explore how AI is transforming firm operations, client service, and value creation; learn how cybercriminals are leveraging AI to execute more precise and convincing attacks; and gain forward-looking insights into the tech stacks, trends, and disruptors that will define successful firms in 2026 and beyond.

Across the series, attendees will:

• Understand the current and future state of AI in accounting—and how to implement it effectively across the firm
• Identify emerging cybersecurity risks, including AI-driven phishing and social engineering attacks
• Strengthen both technical and human defenses to protect sensitive financial data
• Evaluate must-have technologies and collaboration tools to enhance productivity and client experience
• Build a culture of continuous learning and adaptability to thrive amid rapid change

Designed for firm partners, directors, managers, and technology leaders, this series delivers practical strategies, real-world examples, and actionable guidance to help your firm innovate confidently, reduce risk, and future-proof your operations.

The entire series can be purchased at a discount for:
$80.00 for Members / $160.00 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 webinar’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 webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.

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 webinar 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 webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.