Figuring Out: Automate, Secure, Scale Your Firm | Podcast #45 0.5 Credit
Select your learning mode
In this Episode, CPA and technology strategist Roman Kepczyk joins us to explore the evolving intersection of automation, security, and innovation within accounting firms. With over 30 years of experience leading digital transformation initiatives across hundreds of firms, Roman shares his deep expertise on building smarter, more secure, and future-ready practices in a world where AI and process automation are reshaping how accountants operate.
From the early days of CD-ROMs to today’s AI-driven tools, Roman outlines the evolution of firm technology and highlights what truly moves the needle—digitized workflows, collaboration portals, and secure, scalable solutions. Drawing on Lean Six Sigma principles and real-world consulting experiences, he explains how to eliminate inefficiencies, automate tasks, and empower teams to work smarter—not harder. If your firm is struggling with outdated systems, manual errors, or resistance to change, this CPE Episode offers practical fixes and forward-thinking strategies.
Major Topics:
Whether you’re leading a mid-sized firm or managing operations in a larger practice, this CPE Episode delivers actionable guidance for boosting efficiency, client service, and long-term sustainability.
For more CPE Business Management Courses, Click here.
| License details | Credits | Status |
|---|---|---|
| BusIness Management & Organization for Certified Public Accountants (CPA-US) | 0.5 CPE | Approved |
| BusIness Management & Organization for CPA in Canada | 0.5 CPD | Eligible |
| BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 0.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 0.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 0.5 CPD | Eligible |
| BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 0.5 CPE | Eligible |
| BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 0.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 0.5 CPD | Eligible |
| Chartered Accountants - Scotland | 0.5 CPD | Eligible |
| CPA - Ireland | 0.5 CPD | Eligible |
Credits
0.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC 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.com.
Vibhu Khanna is a seasoned expert in outsourcing, with over 15 years of experience driving business success through strategic outsourcing solutions. As the Director of Business Development at MY-CPE ONE , Vibhu has made it his mission to help businesses unlock growth and efficiency with smart, tailored outsourcing strategies.
Vibhu has a proven track record of identifying opportunities, fostering client relationships, and crafting actionable plans that drive measurable results. His expertise extends beyond outsourcing to include aligning financial strategies with business goals, increasing operational efficiency, cutting costs, and improving profitability.
A skilled coach and mentor, Vibhu is known for his friendly and approachable style, as well as his empathetic leadership. He is passionate about developing people, creating strong systems, and ensuring quality in every aspect of his work.
Vibhu’s unique combination of a global perspective and deep practical knowledge makes him an invaluable guide for businesses navigating the complexities of outsourcing in a globalized economy. Whether leading teams, solving problems creatively, or empowering organizations to achieve their full potential, Vibhu brings clarity and confidence to every partnership he builds.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
.webp)
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Credit Tracker
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Compliance Reminders
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
Mobile App Access
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Live Support
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
Exclusive mobile
app for our unlimited
access subscribers
All Podcasts are included under the Individual Subscription
Select your plan, complete your payment, and access a world of knowledge.
| Subscription Inclusions | Silver | Gold |
|---|---|---|
15,000+ Hrs of CPE approved Content
Largest content library covering all aspects of professional development. |
 |
|
|
500+ Emerging Subject Areas
Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm. |
|
|
|
50+ State- Specific Ethics Courses
Stay compliant with ethics requirements for every state. |
|
|
|
50+ State Compliance Packages
Pre-selected courses for quick compliance, saving time and effort. |
|
|
|
100+ Advanced Certification Programs
Expert-led programs to build advanced expertise and strengthen your career credentials. |
|
|
|
AICPA Eligibility Programs (CFF, ABV, PFS)
Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion. |
|
|
|
Compliance Tracker and Credit Vault
Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker. |
|
|
|
Instant Certification and Fast Reporting
Instant reporting to IRS, CFP Board, and other governing bodies. |
|
|
| Mobile App Access (iOS and Android) | |
|
|
Access to Practical Training Programs
Focused training with pre-built assessments for all levels to upskill your staff efficiently. |
 |
|
|
Select Tenure |
Congratulations!
Error!
