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CII2212. Technology Update for the Profession

In this session, Jim Bourke will discuss a number of hottest technology trends and issues in the profession and actively get the attendees involved in the session.

To keep competitive, today’s CPA professionals need to be in a position to react instantaneously to client needs and concerns. Technology plays a huge role in meeting client expectations on a timely basis.

Our profession will change more quickly in the next 5 years than it has in the past 30! Technology is the reason for that rapid transformation. Jim will share insight and knowledge that will prepare you for this change and help to guide you and your firm in making the right strategic decisions!

Jim will discuss a range of technologies from tax, return collaboration with clients, practice management, outsourced client accounting to the pro’s and cons of doing business in the cloud from private to vendor to public cloud platforms, content management and engagement management, including a 30,000 foot view of the AICPA’s new Dynamic Audit Solution. He’ll also spend a significant amount of time focusing on security and privacy best practices and share some cyber-tips in data and password protection to help make your practice and your clients’ a little “more” secure.

In addition, Jim will share his thoughts on why and how the audit is changing forever! He’ll show you what you should be doing now to prepare for this impact and he’ll also share some of the best tools available today to take your audit to the next level and by default, show you how to increase realization and profitability by automating all of the manual tasks.

Attend this session and you’ll be one step ahead of your competition on preparing for one of the biggest changes to impact our profession, not to mention, you’ll have a good understanding of all of the current tools in the marketplace to take your efforts in this space to the next level!


Learning Objectives:

  • Better understand the technologies changing our profession
  • Understand the technologies that are right for your specific practice
Date/Time
CPE Credits
1.5
NASBA Field of Study
Information Technology
Level
Basic
Advanced Preparation
None