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Webinar

K2's CPA Firm Update

If you have questions about this event, please call us at 952-831-2707.

Thursday, Dec. 19, 2024
Noon-2 p.m. Central
2 CPE (2 non-technical)

Course code: 24WC-0984
View pricing

Alternate dates & more options

  • Thursday, March 27, 2025 - Webinar

It's an exciting time to manage a public practice accounting firm! In addition to technical knowledge in tax, auditing, and accounting, we need to understand data analytics and security options in an advisory context. Beyond that, we must manage the practice and people while profitably delivering excellent client service in a competitive environment for the owners. Further, portals, CAS stacks, PBC lists, electronic signatures, Cloud, and robotic process automation are technologies we need to understand beyond our tax, audit, practice management, document management, and workflow systems. This CPA Firm Update session independently covers significant trends and technologies for CPA firms, which will help you understand your current and future choices. With such rapid change, what will your firm do?

Major subjects

  • Trends in the profession, including supplier changes Software products by service lines
  • Innovation and automation tools
  • Specific technology stacks to improve productivity and profitability

Learning objectives

  • List changes made by major suppliers to the profession
  • Identify software for service line and niche solutions
  • Define automation opportunities in accounting firms
  • Differentiate tools from a technology stack that fits your firm best

Who should take this program?

  • Partners, Managers, and IT staff responsible for choosing and deploying CPA firm applications

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $119.00

MNCPA members save $30.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $119.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Online
Area
of study
Information technology
Field(s)
of study
Business Management & Organization - Non-Technical (2.0)
Level Update
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.