ATI Survey - 2010 Technology Initiatives for Firm Administrators

Date: Thursday, April 22, 2010
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Roman H. Kepczyk, CPA CITP President of InfoTech Partners North America, Inc.
Objective(s):
Review the top information technology initiatives that firms should be aware of and implementing in their practices this year.
Field of Study: Specialized Knowledge and Application
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

• The Association for Accounting Administration recently completed our first Information Technology survey to find out which IT initiatives firms should be driving into their practices this summer to improve productivity and increase profitability.

• This first IT survey focused on six areas of CPA technology comprised of Information Security, Firm Production/Process Improvement, Network Infrastructure, Firmwide Management, Mobility, and Compliance/Governance, with the goal of identifying the top three initiatives that Firm Administrators need to be aware of in each area.

• The findings of the survey will be presented by the AAA IT Survey Steering Committee consisting of Linda Dragos, Jim Fahey, Paul Abke, Darrell Williams, Jerry Justice, and facilitated by Roman Kepczyk.

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 digital best practices and directing them towards today's "less paper" or Digital CPA firm.

Roman is also an Advisory Board Member to the Association for Accounting Administration and has served on the Board of Directors of the Arizona Society of CPAs. He has been a featured National and Regional speaker to thousands of CPA firms on information technology.

Recent speaking engagements include such topics as Today's Digital CPA Firm, Strategic Technology Management, Security and Privacy, Document Management and the Impact of Remote Computing/Virtual Office.

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, 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 recently authored "Quantum of Paperless" which identifies the 32 most critical paperless decisions that partners must make to take advantage of today's digital technologies.

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.