Minnesota Chapter

Upcoming Minnesota Chapter and National Events

How Realization Can Be a False-Positive
April 28, 2021

How Realization Can Be a False-Positive

Trending thought leaders today dismiss realization as something non-important, yet so many firms still use the metric as central to their firm's management and compensation. In this 60-minute MAPCast led by a nationally recognized consultant, Guy Gage of PartnersCoach and Alan Alexander, Chief Operating Officer of Jackson Thornton, participants will hear about an approach that uses realization differently. Instead of it being a measure of ...

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Technology Series with Roman Kepczyk, CPA.CITP, CGMA, PAFM
April 29 - July 30, 2021

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

SAVE THESE DATES: 4/29/2021- 7/30/2021 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.

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Tax Season Debrief
April 29, 2021

Tax Season Debrief

SAVE THE DATE! April 29, 2021 1:00 PM - 2:00 PM EST Join us for this 60-minute MAPCast to learn more about optimizing your firm’s tax production processes and be amongst the first to preview the Right Networks’ Nationally released post-busy season survey during the session! Presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Right Networks.

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Sales Isn’t A Dirty Word When Used with Accounting But We’ll Call It Business Development To Make You Feel Better
May 5, 2021

Sales Isn’t A Dirty Word When Used with Accounting But We’ll Call It Business Development To Make You Feel Better

This 90-minute MAPCast for those responsible for the management of a CPA firm and for the continued development of business for the firm will provide insights as to why “sales” should not be seen as a dirty word when used in the accounting profession.

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Lean Six Sigma: Three Areas in Your Firm That Need Attention
May 6, 2021

Lean Six Sigma: Three Areas in Your Firm That Need Attention

This interactive webinar explores an introduction of Lean Six Sigma (LSS) as it relates to the tax process. Attendees who will benefit most from this presentation are those who want to incorporate LSS framework into their practice, or those interested in a first look at how LSS applies to the CPA practice.

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Strategic Technology Outlook
May 14, 2021

Strategic Technology Outlook

How does your firm use its technology? 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 the latest technologies beyond.

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Remote Work / Collaboration
May 27, 2021

Remote Work / Collaboration

Are you working from home? What are future remote options? Join Roman Kepczyk as he discusses 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.

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CAAS Transformation
June 16, 2021

CAAS Transformation

Roman Kepczyk will walk you through his playbook and 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 highlights the importance of targeting specialization within your firm and steps to take to make your firm an advisory rock star!

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IT Considerations in M&A
July 8, 2021

IT Considerations in M&A

Are you looking at a merge? How does your firm look? 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. 

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2021 National Practice Management Conference at ENGAGE
July 27 - 29, 2021

2021 National Practice Management Conference at ENGAGE

What’s on the horizon for the profession? That’s the multimillion-dollar question, and it’s one that our thought leaders think about nonstop. Tap into their answers, insights and forecast during the CPAFMA National Practice Management Conference. You will learn precise next steps to push your business forward and emerge as an indispensable part of your firm’s practice management. Your advantage during our collaboration with the AICPA ENGAGE: In-depth coverage of firm managers’ top challenges; Take-home deliverables that make your time worthwhile; and Conversations with fellow CPAFMA members and accounting firm management peers.

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Annual Security Update
July 30, 2021

Annual Security Update

Hackers continue to get smarter every day, using social media to get to know your clients very well. Is your technology in need of an update? Join Roman H. Kepczyk, CPA.CITP, CGMA, PAFM to put together your Checklist of the latest breaches of Information Technologies.

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