2024 Technology Series MAPCast with Roman Kepczyk

April 25, 2024 3:00pm - December 17, 2024 4:00pm ET
Location Information:
Zoom
Contact Information:
CPAFMA HQ
(937) 222-0030
info@cpafma.org
Register Now

Entire Series - Register for the entire series
$140 Members | Free PAFM | $320 Non-Members
(buy four, get one free)

Single MAPCast
$35 Members | Free PAFM | $80 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 2024 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.

#1 Optimizing Your Firm’s Technology Stack - Register for this Individual MAPCast Here! 
April 25, 2024-3:00pm EST
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.

#2 Tax Season Recap and Debrief Planning - Register for this Individual MAPCast Here! 
May 23, 2024-3:00pm EST
How did tax season go this year and what can you do to optimize your production processes during the extension season. Roman will deliver the results of the 2024 Tax Debrief Survey and then walk through best practices in conducting a tax season debrief meeting including specific facilitation skills to guarantee input and success.  He will incorporate key future technologies for consideration and disrupters that all firms should be aware of to plan for in the year ahead.  He will also incorporate key technologies and tax optimization recommendations from his “lean” consulting with CPA firms.

#3 AI/ChatGPT Adoption - Register for this Individual MAPCast Here! 
June 27, 2024-3:00pm EST
Artificial Intelligence and ChatGPT permeated business and technology headlines over the past year and its impact will be even more profound in 2024.  This program will provide an update onf how your firm can get on board safely, including addressing the specific cautions to keep your users safe (and keep your firm out of the headlines!). Walk through various ways of putting AI to work in your firm including the actual “prompts” that will optimize your experience within your tax, A&A and CAAS departments.  This session will also provide a peek into Microsoft’s Copilot(s) which will leverage AI in accountant’s day-to-day work!

#4 CPA Firm Security Update - Register for this Individual MAPCast Here! 
July 18, 2024-3:00pm EST
Roman will walk through a plethora of necessary components of an accounting firm's security planning 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 variety of solutions to protect your firm including updates on 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.

#5 CPAFMA 2025 Digitally Driven Firm Survey Results
December 17, 2024, 3:00pm EST
Save the Date! More to come. This MAPCast results webinar will be the final in the series.

Register for the entire series