Results of Benchmarking 2007 Paperless Office Practices

Date: Friday, December 15, 2006
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 President of InfoTech Partners North America, Inc.
Objective(s):
Understand the status of paperless practices for the upcoming busy season.
Field of Study: Computer Science
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

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

AAA has helped lead the charge towards digital best practices with their groundbreaking Paperless Office surveys in 2003 and 2005. The 2007 survey is underway with the results to be tabulated and delivered by the end of November. Be amongst the first to find out today's benchmarks for digital optimization of your firm's production processes.

Roman H. Kepczyk, CPA.CITP will present the findings along with recommendations on how you can implement them for the upcoming busy season.

Presenter and Moderator Bios
Roman H. Kepczyk, CPA is President of InfoTech Partners North America, Inc. and the Lead Technology Management Strategist for the firm. His primary focus is helping firms throughout North America effectively use information technology by implementing best practices and directing them towards today's "paperless" or Digital CPA firm.

Roman was named by INSIDE Public Accounting as one of the profession's Most Recommended Consultants for 2004, 2005 and 2006, and Accounting Today's Most Influential People for the years 2000,2001, 2002, 2003, 2004 and 2005.

On a technical level, Roman is an AICPA Certified Information Technology Professional. He authored technology chapters for the PPC MAP Handbook, PPC Guide to Paperless Engagements, and sections of the AICPA MAP Handbook as well as co-authored the 2003 AICPA Top Technologies Guide and 2004 AICPA Guide to Understanding and Controlling Spam. He also authored the AAA Guide to CPA Firm Intranets as well as co-authored their 2003 Guide to Paperless CPA Firm Administration.

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.