Communicating with your IT Person

Date: Thursday, June 28, 2012
Time: 10:00 AM ET / 09:00 AM CT / 08:00 AM MT / 07:00 AM PT [Prevailing Time]
Presenter(s): Roman H. Kepczyk, CPA.CITP
Objective(s):
Session participants will learn the key components of developing a strategic IT plan and budget, how to ensure the right people are on the bus, and be exposed to tools and resources to help everyone get on board with the firm's IT plans.
Field of Study: Communication
Program Level: Intermediate
CPE Credit: 1.5 Credit Hours
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

Join us for a (1) Hour Session:
Information Technology impacts every aspect of your firm so it is important that everyone understands the firm's strategic IT initiatives and how each firm member is individually impacted. To do this successfully, firm administrators must understand the overall plan objectives and be able to communicate the status and initiatives to owners, professional staff, and IT personnel in the format that best speaks to each group. It's important that communication not only include the technical information to those who may not have a background or training in technology but it also the business reasons and overall firm benefits to get buy in from the various populations within the firm. Session participants will learn the key components of developing a strategic IT plan and budget, how to ensure the right people are on the bus, and be exposed to tools and resources to help everyone get on board with the firm's IT plans.

Presenter and Moderator Bios
Roman H. Kepczyk, CPA.CITP is Director of Consulting for Xcentric. His primary focus is helping firms throughout North America effectively use information technology by implementing digital best practices and directing them towards today’s “less paper” or Digital CPA firm. He has spent the past fifteen 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 Microcomputer 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 has also authored several CPA publications and he has been a featured National and Regional speaker to thousands of CPA firms on information technology.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA MAPCast?
An CPAFMA MAPCast is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA MAPCast?
Your MAPCast will have one or more speakers who are recognized experts on the topic. MAPCasts typically include a Q&A session; you can ask questions by audio or chat options.

CPE Credits
CPAFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

MAPCasts with an HR focus have been approved for recertification credit hours toward PHR and SPHR recertification through the Human Resources Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org. 

MAPCasts qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA MAPCasts?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA MAPCasts are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for MAPCasts. PCPS members should indicate their membership when registering.