2022 Technology Series
Entire Series - Register for the entire series and save more than 30%!
$85 Members | Free PAFM | $190 Non-Members
$25 Members | Free PAFM | $40 Non-Members
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 2022 Technology Series will include FIVE educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and will explore topics essential to optimizing your firm's productivity and efficiency. Topics include: Your Tax Season Debrief, Lean Firm, IT Update (Techs, Tools, and Gadgets), CAAS Transformation, and Annual Security Update.
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 tax production processes in alignment with today’s proven technologies.
Roman will walk through best practices in conducting a tax season debrief meeting including specific facilitation skills to guarantee input and success! He will also incorporate key future indicators and disrupters that all firms should be aware of to plan for next year and beyond, all backed by the 2022 CPAFMA IT Survey findings. Roman will also highlight specific examples within the tax production cycle where “Lean” principles can be successfully applied to optimize your firm’s production!
Want to learn how taking a “Lean” approach can significantly improve your firm’s production processes? Lean Six Sigma Black Belt Roman Kepczyk has partnered with more than 425 CPA firms to optimize their internal production processes and take advantage of technology solutions that are transforming today’s practices.
Roman will build on the recommendations made from the tax season debrief and highlight specific examples within the various production departments where “Lean” principals can be successfully applied. Roman will also integrate the latest CPAFMA IT and Digitally Driven Firm Survey results so you can identify if your firm is on the “bleeding, “stable” or “lagging” edge.
Do you know what equipment you should be buying to allow your personnel to perform at their optimum? Roman will provide a comprehensive information technology update covering key technologies as well as significant trends impacting the accounting profession.
Roman will make specific equipment recommendations for optimizing accounting productivity and integrate the findings of the 2022 CPAFMA IT Survey so you can see where your firm stands. He will also share the latest tech “gadgets” that may one day find their way into your home or your firm including those on the “bleeding edge” and beyond belief!
Roman will walk through his updated CAAS playbook to help your firm successfully provide advisory services along with direction on building the required technology stack, implementing essential learning initiatives, and critical business changes your firm needs to consider. He will highlight the importance of targeting specialization within your practice and steps to take to make your firm an advisory rock star!
Many believe the future of the accounting profession depends on successfully transitioning towards providing more advisory services. If that is correct, where is your firm on that journey? Roman will walk through his playbook to ensure you hit the ground running or improve your existing initiatives.
Roman will walk through a checklist of the necessary components of an 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 “legal” requirements. He will also apprise attendees on the latest threats and share security resources to minimize the firm’s exposure and educate firm personnel.
CATCH IT ON-DEMAND
All CPAFMA members and registered guests 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.
About the Presenter
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-five 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 a 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 2021, CPA Practice Advisors "Top 25 Thought Leaders" from 2011 through 2021, and Accounting Today’s "Most Influential People in Accounting" sixteen 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 blogs.