Building a Firm Tech Stack for Success

Welcome to myCPE

First Name

Last Name

Organization Name

Work Email Address

12 Months

$199 $499/User

Get 60% Off

24 Months

$359 $999 /User

Get 64% Off

36 Months

$499 $1499 /User

Get 67% Off

Number of Seats

Promo Code

Proceed to Pay

Name

John Smith

johnsmith@yahoo.com

Subscription

1 Year

Total Payment:

$597 for 3 Seats

Verification Code from Email

Card No.

Card Holder Name

Expiry Date

CVV

Address

By signing up, I accept the myCPE Terms and Conditions and Privacy Notice

Guaranteed safe & secure checkout

Pay $199

Building a Firm Tech Stack for Success

Learning Objectives

To discuss essential apps, software, and tools in an accounting tech stack.
To analyze how to expand Client Accounting and Advisory Service (CAAS) offers with help from internal HR, payables, administrative, and accounting departments.
To discuss security, storage, and client benefits of integrated firm technology.
To analyze how to build a tech stack that will yield their firm the highest ROI.

Course Description

In a world where a decade’s worth of digital transformation has happened in a matter of months, accountants that work with small and medium-sized businesses have been challenged like never before. Companies and teams that provide client accounting services (CAS) are expected to wear a lot of different hats. Technology is now a big part of making this happen. While most CAS leaders will tell you that hiring and training are challenging, building the right processes and tech stack can be just as daunting.

Accounting technology changes constantly. Every member of a firm must get comfortable evaluating new technology alongside their current “tech stack” (software, applications, and tools) to see where processes can be improved. Figuring out this “tech stack,” isn’t too difficult, but it does take some guidance.

With what seems like more technology options than ever before, firms have no shortage of choices when it comes to selecting solutions to manage internal processes and deliver client advisory services. Practitioners can customize their technology stack to meet the needs of their business and clients. Building your tech stack involves so much more than selecting the technology itself – it requires a sound strategy and thorough evaluation.

Attendees in this CPE webinar can expect guidance on figuring out the tech stack and will walk away knowing how to build a tech stack that will yield their firm the highest ROI.

Webinar Qualifies For

1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit for CPA in Canada
1 CPE Credit for Certified Management Accountants (CMA)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

Roman Kepczyk, CPA, CITP, LSS BB

Director of Firm Technology Strategy, Right Networks

Roman Kepczyk is Director of Firm Technology Strategy for Right Networks and a long time trusted technology consultant to the accounting profession.  He has partnered with more than 400 CPA firms to effectively utilize their information technology and accounting applications by optimizing their tax, assurance, and administrative production workflows.  In addition to being a CPA.CITP, and CGMA, Roman is certified as a Lean Six Sigma Black Belt which he utilizes to transform accounting firms in his consulting practice.  Roman has been recognized as one of Accounting Today’s Most Influential People in Accounting fifteen times, a CPA Practice Advisor Top Thought Leader each of the past ten years, and one of INSIDE Public Accounting’s Most Recommended Consultants to the Accounting Profession sixteen years.  Roman is a prolific author and speaker to the accounting profession helping firms transform their practices.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.4

Excellent

Very Good

Average

Poor

Terrible

Joe Galea, CPA (US)

I was concerned when I logged on because it seemed that it had started early. It was very interesting and I hope that I didn't miss anythng. The speaker is absolutely wonderful!

William Kandel, CPA (US)

Nothing noted

Tyler Phelps, CPA (US)

This was a good webinar.

Thuong Hoang, CPA (US)

good

1 Credit

Add to Watchlist

Subject Area

Business Mgmnt and Org

Completed

This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available

Didn’t received verification email? Resend Email

Live Webinars

On Demand Webinars

Virtual Conferences

Specialized Packages

Advanced Certification Programs

myCPE Shorts Trending

Preparer Course

U.S. Individual Tax Preparer Course

U.S. Business Tax Preparer Course

Exam Prep Course

EA Exam Prep Course

CFP® Review Course

Teams Subscription (Per User)

Individual Subscription

Contact Sales Team

646-688-2884

inquiry@my-cpe.com

Schedule a Call

Flat $300 Off

Flat $640 Off

Flat $1000 Off

6 Million+

100K+

"Steven was knowledgeable and thorough…”

Crystal lovejoy

"Great Customer Service”

Lori corry

"It is what it advertised to be”

Brian Carey

"Great customer service”

Steve

Get 60% Off

Get 64% Off

Get 67% Off

Verification Code

Building a Firm Tech Stack for Success

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Roman Kepczyk, CPA, CITP, LSS BB

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Joe Galea, CPA (US)

William Kandel, CPA (US)

Tyler Phelps, CPA (US)

Thuong Hoang, CPA (US)

Subject Area

Recommended Webinars

Money Laundering Awareness for Professionals

Managing Change in Your Organization

Auditing Financial Statement Notes & Disclosures

CFP^® Review Course