Technology Series with Roman Kepczyk, CPA.CITP, CGMA, PAFM

April 29, 2021 1:00pm - July 30, 2021 1:00pm
Location Information:
ZOOM
Contact Information:
CPAFMA HQ
937-222-0030
info@cpafma.org
Register Now

Entire Series - Register for the entire series and save!
$100 Members | Free PAFM | $225 Non-Members 
Single MAPCast
$25 Members | Free PAFM | $40 Non-Members

The age of technology in accounting has truly arrived and impacts every aspect of an accounting firm. Don't miss this Technology Series that will include SIX educational 60-minute sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy with Right Networks. Topics include Your Tax Season Debrief, Strategic Technology Outlook, Remote Work / Collaboration, CAAS Transformation, IT Considerations in M&A, and an Annual Security Update.

Your Tax Season Debrief
April 29, 2021 | 1:00 PM EST

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 processes in alignment with today’s proven technologies.

Roman will walk through best practices in conducting a tax season debrief meeting including facilitation skills.  He will also incorporate key future indicators and disrupters that all firms should be aware of to plan for next year and beyond.  Roman will highlight specific examples within the tax production cycle where “Lean” principles can be successfully applied. Participants will be amongst the first to preview the Right Networks’ Nationally released post-busy season survey during the session! 

Strategic Technology Outlook
May 14, 2021 | 11:30 AM EST

Learn about the latest business technologies, trends and gadgets impacting your firms, your home, and your life! Discover the practical and recommended hardware utilized by firms to optimize production processes today as well as technologies on the “bleeding edge” and beyond.

This webinar discusses the implementation of transformational applications and technologies impacting the tax, assurance and CAAS practices within today’s digitally driven CPA firm.  The session identifies what leading firms are utilizing within their practices backed by the latest CPAFMA Digitally Driven IT survey findings.  This program also incorporates key future indicators and disrupters that all firms should be aware of to plot their “digitally driven” future.

Remote Work / Collaboration
May 27, 2021 | 1:00 PM EST

Roman will discuss remote work considerations and capabilities including tools and processes to optimize collaboration both within the firm and with clients. Participants will learn why allowing remote work is a competitive advantage today and in the future.

The cloud has made remote work more viable than ever but has your firm evolved to optimize the benefits provided? Roman will discuss remote work considerations and capabilities including tools and processes to optimize collaboration both within the firm and with clients. Participants will be exposed to the latest remote survey findings as well as be provided resources to optimize their firm’s remote work opportunities.

CAAS Transformation
June 16, 2021 | 1:00 PM EST

Roman will walk through his playbook to help you convince your partners that offering more advisory services is the route to take along with the required technology stack, learning initiatives, and 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 help you convince your partners that this is the route to take along with the required technology stack, learning initiatives, and business changes your firm needs to consider.

IT Considerations in M&A
July 08, 2021 | 1:00 PM EST

Information technology impacts every aspect of accounting firm production yet is often an afterthought when considering a merger or acquisition. Roman will share real-world examples of successful and unsuccessful merger integrations including “gotcha” spoilers that could have easily been avoided.

If your firm looking to merge in another practice or stack your deck to be successfully acquired, this session is for you.  Roman will help you build your M&A checklist of IT considerations and what to confirm before you sign on the bottom line. 

Annual Security Update
July 31, 2021 | 1:00 PM EST

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 requirements. He will also update attendees on the latest threats and share security resources to minimize the firm’s exposure and educate firm personnel.

Roman Kepczyk, CPA.CITP, CGMA, PAFM
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-two 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 the 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 2017, CPA Practice Advisors "Top 25 Thought Leaders" from 2011 through 2019, and Accounting Today’s "Most Influential People in Accounting" thirteen 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.