8th Annual CPA Firm Technology Management Seminar

Technology is becoming more important to CPA firm practices every year.  Firms large and small are increasingly looking to technology to optimize efficiencies, improve processes, and reduce errors and risk.  At the same time they want to increase remote access for staff, foster better client team communication/collaboration, and provide real-time information to clients in the cloud.  Finally, the stakes for IT security have never been higher, so nobody wants to charge ahead uninformed.  This year’s program will cover all these topics as well as allow you to benchmark your firm IT practices against the recently released 2016 CPA IT Survey.

This year’s seminar is a must-attend for managing partners, IT Directors, CIO’s, Firm Administrators, COO’s, and other partners and staff with technology responsibilities.

Discussion Topics for the 2016 Program

  1. Optimizing CPA firm production processes
  2. Latest communication and collaboration tools for remote access
  3. Network and hardware: what’s new
  4. The latest on security – what you and your employees need to know
  5. Results of the 2016 CPA IT Benchmarking Survey

Roman, an industry leader and highly-rated speaker, consults with hundreds of firms on their use of technology in their firms.  His firm, Xcentric, consults on cloud accounting, workflow processes and network infrastructure for CPA firms.  His programs are informative, actionable, and directly applicable to CPA firms of any size operating today.

When: Tuesday June 21st

Location: Ravinia Green Country Club, 1200 Saunders Road, Riverwoods, IL 60015 (20 Minutes north of O’Hare)

Time: 8:30a – Noon

Fee: $410 for the first attendee from your firm and $250 for each additional attendee

Questions? Call Art at 312.208.8774

Register Here: Kepczyk 2016 Registration Form

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