CPA Technology Conference - A Virtual Event
Overview
There is little doubt that we are in the midst of unpresented transformation in the services we provide as CPAs and CFOs and the way we deliver them. Technology, of course, is at the core of this transformation. Therefore, it is imperative that you place emphasis on learning about current and emerging technologies that can empower you to be more productive, profitable, and most importantly today, innovative in your service delivery.
This conference is designed to inform you of how to take advantage of today's technology tools such as artificial intelligence, data analytics, and digital communications to compete in this rapidly evolving environment and grow your business and your professional skills.
Prerequisites
Designed For
Any CPA, CFO or Financial professional who wants to reinforce their professional skills and knowledge in the field of information technology to remain relevant and increase market value.
Objectives
• Identify technology capabilities to pursue in the next 12 months based on impact and feasibility.
• Analyze and communicate data more effectively using modern approaches.
• Compare three top generative AI platforms across accuracy, data protection, integration, extensibility, and cost.
• Identify specific and practical opportunities to optimize your Microsoft 365 ROI.
• Analyze real life case studies to determine how firms have successfully implemented AI to improve marketing outcomes.
Notice
Leader(s):
Leader Bios
Bryan Smith
Bryan is the owner of DataSmith Pro, LLC, a company that helps accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.
Bryan has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and has worked with multiple organizations to train and coach staff on proper data analysis techniques.
Bryan holds a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.
Gaynor Meilke
Gaynor Meilke is a business strategist and certified business and transformational coach. She is the owner of Charisma Ink, a marketing and B2B consulting firm that specializes in personal branding, partnerships, and digital marketing services for accounting and tax professionals. She is a ghostwriter and the author of multiple books, including Avoiding App-athy: Your Step-by-Step Guide to Winning More Sales and Customer Advocates in the Accounting Channel, The Bank Your Brain Blueprint™, and The Market Ownership Method which are available on Amazon.
John Higgins, Strategic Advisor, Higgins Advisory LLC
As a seasoned entrepreneur, John Higgins, founder and CEO of Higgins Advisory LLC, has experience with local CPA firms and as well as serving as a technology advisory practice leader partner in a national CPA firm. John founded, managed and grew two separate accounting technology advisory firms, both of which were successfully acquired by larger organizations.
John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Qualifications and Experience:- Actively involved in working with local, regional and national CPA firms over the past 25 years in the implementation of technology to automate business processes.
- Awarded for being one of the Top 25 Thought Leaders in the accounting profession by The CPA Practice Advisor (www.cpapracticeadvisor.com) in 2011, 2012 and 2013.
- Co-author of "10 Steps to a Digital Practice in the Cloud," published by the American Institute of CPAs.
- Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more.
- Nationally recognized speaker and author on technology issues affecting the CPA profession, with an emphasis on transforming to a digital practice model.
- Author of the annual Document Management Software Review for the CPA Practice Advisor magazine.
- Former national consulting partner with a top 10 CPA firm.
- Member of the AICPA Business & Industry Hall of Fame.
- Past Chair of the Michigan Association of CPAs.
- Past member of the AICPA Council and CPE Advisory Committee.
- MACPA Innovative User of Technology award recipient.
Member Price $245.00