2022 Technology Series

Starts:  Apr 21, 2022 03:00 PM (ET)
Ends:  Jun 30, 2022 04:00 PM (ET)
Associated with  All-Member Community

Entire Series - Register for the entire series and save more than 30%!
$85 Members | Free PAFM | $190 Non-Members 

Single MAPCast
$25 Members | Free PAFM | $40 Non-Members

The accounting profession is quickly transforming due to technological innovation. However, this shift requires both accountants and firm managers to acquire new skill sets. The 2022 Technology Series will include FIVE educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and will explore topics essential to optimizing your firm's productivity and efficiency. Topics include: Your Tax Season Debrief, Lean Firm, IT Update (Techs, Tools, and Gadgets), CAAS Transformation, and Annual Security Update

Your Tax Season DebriefApril 21, 2022 | 3:00 PM EST
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Want to optimize your firm’s tax production processes? The first step is debriefing how this busy season went and identifying opportunities to fine-tune and improve your firm tax production processes in alignment with today’s proven technologies.

Roman will walk through best practices in conducting a tax season debrief meeting including specific facilitation skills to guarantee input and success! He will also incorporate key future indicators and disrupters that all firms should be aware of to plan for next year and beyond, all backed by the 2022 CPAFMA IT Survey findings. Roman will also highlight specific examples within the tax production cycle where “Lean” principles can be successfully applied to optimize your firm’s production!

Lean FirmMay 6, 2022 | 1:00 PM EST
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Want to learn how taking a “Lean” approach can significantly improve your firm’s production processes?  Lean Six Sigma Black Belt Roman Kepczyk has partnered with more than 425 CPA firms to optimize their internal production processes and take advantage of technology solutions that are transforming today’s practices. 

Roman will build on the recommendations made from the tax season debrief and highlight specific examples within the various production departments where “Lean” principals can be successfully applied. Roman will also integrate the latest CPAFMA IT and Digitally Driven Firm Survey results so you can identify if your firm is on the “bleeding, “stable” or “lagging” edge.

IT Update (Techs, Tools and Gadgets)June 2, 2022 | 3:00 PM EST
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Do you know what equipment you should be buying to allow your personnel to perform at their optimum?  Roman will provide a comprehensive information technology update covering key technologies as well as significant trends impacting the accounting profession.

Roman will make specific equipment recommendations for optimizing accounting productivity and integrate the findings of the 2022 CPAFMA IT Survey so you can see where your firm stands.  He will also share the latest tech “gadgets” that may one day find their way into your home or your firm including those on the “bleeding edge” and beyond belief!

CAAS TransformationJune 14, 2022 | 3:00 PM EST
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Roman will walk through his updated CAAS playbook to help your firm successfully provide advisory services along with direction on building the required technology stack, implementing essential learning initiatives, and critical business changes your firm needs to consider.  He will highlight the importance of targeting specialization within your practice and steps to take to make your firm an advisory rock star!

Many believe the future of the accounting profession depends on successfully transitioning towards providing more advisory services.  If that is correct, where is your firm on that journey?  Roman will walk through his playbook to ensure you hit the ground running or improve your existing initiatives.

Annual Security UpdateJune 30, 2022 | 3:00 PM EST
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Roman will walk through a checklist of the necessary components of an accounting firm's security including the latest information breach statistics and the specifics of how to minimize your firm’s greatest exposure: YOUR PERSONNEL.

Security is consistently listed as one of the AICPA’s Top Technology concerns, but few accounting firms take it seriously until they have been impacted by a breach. Roman will walk through a checklist of the necessary components to protect your firm including the latest IRS “legal” requirements. He will also apprise attendees on the latest threats and share security resources to minimize the firm’s exposure and educate firm personnel.


All CPAFMA members and registered guests will receive links to view the webinars on-demand, so that you can still have access to all content, even if you miss one of the live broadcasts. Replays are available for all sessions even if you purchased the series after the date of the live broadcast. 


Online Instructions:
Url: http://zoom.us
Login: Attendees will be sent login information upon registering.
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(937) 222-0030