Topics:

4/1 Leadership in Crisis (Jon Lokhorst) & General Sharing

4/8 Update from Wintrust Bank & General Sharing

4/15 TBD

4/23 TBD

4/28 TBD

Topics:

4/1 Leadership in Crisis (Jon Lokhorst) & General Sharing

4/8 Update from Wintrust Bank & General Sharing

4/15 TBD

4/23 TBD

4/28 TBD

Topics:

4/1 Leadership in Crisis (Jon Lokhorst) & General Sharing

4/8 Update from Wintrust Bank & General Sharing

4/15 TBD

4/23 TBD

4/28 TBD

2020 Roman Kepczyk Virtual Technology Workshop

“If you thought technology was important to your success last year, in 2020 you likely found it CRITICAL to your success.”

Roman will be bringing an up-to-the-minute agenda that reflects best practices and topics that firms need to address in these key areas:

• Best Practices for COVID-19 and Beyond.We will discuss Tax, Audit and Accounting from A to Z; what are the staples and what is becoming the new normal.
• Remote Work: More than just the technology, learn why you need to focus on communication, collaboration and workflow as part of your firm’s formal remote work program.
• Advisory Tech Stack (infrastructure) Evolution: Learn step by step what it takes to build your firm’s technology stack as a critical component of tomorrow’s advisory practice.
• IT Security: Update on current threats and actionable list of what your firm should do to protect itself including the latest IRS security requirements.

With many firms spending 5% or more of top line revenue on technology, this is one program you don’t want to miss.  Here’s your opportunity to align your firm with best practices, and plan to leverage technology even more effectively in 2021.

Who should attend?

• Managing Partners, Partners, COOs, Firm Administrators, Director/Manager of IT, Technology Committee Members, Practice Leaders, Engagement Managers, and anyone who needs to leverage technology to perform will benefit. More than half of participating firms send more than one participant.

Registration & CPE

Join us Tuesday, November 17^th from 9:00am to 1:00pm CT via Zoom.

$395 per person.  Multiple viewers per connection are strictly prohibited.

Registration is Online: https://www.eventbrite.com/e/2020-roman-kepczyk-virtual-technology-workshop-tickets-123182533273

Attendees earn 4.0 CPE Credits.

 Questions?  Contact Art at art@kueselconsulting.com or 312.208.8774