2016 CPAFMA Technology Survey Review and Results

Date: Friday, February 26, 2016
Time: 11:00 AM ET / 10:00 AM CT / 09:00 AM MT / 08:00 AM PT [Prevailing Time]
Presenter(s): Roman H. Kepczyk, CPA.CITP, LSS BB, Director of Consulting, Xcentric
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.
Watch Recording

Course Description

This one-hour MAPCast, 2016 CPAFMA Technology Survey Review and Results, will provide a review of the results from CPAFMA's 2016 Technology Survey. One of the Association's primary goals is to provide relevant information and trends so you can make/direct informed decisions within your firm. Many of the available technology statistics are brazenly generic; combining sole practitioner, super-regional and outside industry statistics with YOUR information. This survey provides actionable information on hardware, software, staffing and IT trends and compares data with YOUR peers.

Presenter and Moderator Bios
Roman Kepczyk is Director of Consulting for Xcentric. His primary focus is helping firms throughout North America effectively use information technology by optimizing their tax, audit and administrative production workflows. He has spent the past eighteen 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 PC 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 is a past member of the AICPA PCPS Executive Committee and past Chairman of the AICPA's Information Technology Executive Committee. He has served as a member of other AICPA initiatives including the Special Committee on Enhanced Business Reporting, eBusiness Task Force, IT Best Practices, IT Research, IT Practices Committees, and Group of 100 projects. In addition he is past Chairman of the AICPA Top Technologies Task Force. Roman was named by INSIDE Public Accounting as one of the profession’s Most Recommended Consultants for each of the years from 2004 through 2014, CPA Practice Advisors Top 25 Thought Leaders for 2011 through 2014, and Accounting Today’s Most Influential People for the years 2000 through 2005, 2011, 2013 and 2014 (nine years). Roman is also an Advisory Board Member to CPAFMA and has served on the Board of Directors of the Arizona Society of CPAs. He authored “2014 Quantum of Paperless: Partners Guide to CPA Firm Optimization” which outlines 32 key best practices (available on Amazon.com). On a technical level, Roman is an AICPA Certified Information Technology Professional and a Certified Lean Six Sigma Black Belt. 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 AICPA Guide to Understanding and Controlling Spam. He also authored the CPAFMA Guide to CPA Firm Intranets as well as coauthored their 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.