2025 Technology Series
Zoom
Entire Series - Register for the entire series
$105 Members | Free PAFM | $240 Non-Members
(buy four, get one free)
Single Webinar
$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 2025 Technology Series will include three educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and the June Webinar presented by John Higgins, CPA.CITP. The series 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 Webinar Here!
April 24, 2025, 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 Think Like a Hacker: Protect yourself, your firm and your family - Register for this Individual Webinar Here!
May 29, 2025, 3:00pm EST
Cybercriminals have shown they will target any weakness to profit and could care less about the collateral damage. While securing your infrastructure with enterprise-level cyber defenses are minimum table stakes today, study after study finds that the biggest cyber weaknesses most often filter down to people.
Learn how to fortify your defenses against increasingly sophisticated cyberattacks that are using advanced AI bots to trick you into clicking links or downloading viruses. This session will cover the latest breach approaches and actionable steps that firms should implement to minimize cyber risk.
#3 Accelerate Your Digital Transformation with Microsoft 365 - Register for this Individual Webinar Here!
June 17, 2025, 3:00pm EST
Unlock the full potential of Microsoft 365 in this dynamic breakout session tailored for CPAs across diverse specialties, including tax, auditing, technology, wealth advising, and more. Dive deep into the hidden gems of Microsoft 365 that can elevate your productivity and streamline your processes. Learn practical tips and innovative strategies to leverage the suite's powerful tools more effectively, ensuring you get the most out of your daily software use. Whether you're looking to enhance collaboration or optimize task management, this session will equip you with the knowledge to transform your practice. Join us to revolutionize the way you work with Microsoft 365!
#4 CPAFMA 2026 DDF/Hardware Survey Results - Register for this Individual Webinar Here!
December 16, 2025, 3:00pm EST
Save the Date! More to come. This results webinar will be the final in the series.
