Area of Focus Sessions

FMA2503. Tech, Trends, and Disrupters

Generative AI is transforming business and the accounting profession at an astonishing rate, putting many CPA firms on the defensive in trying to separate the hype from reality and today’s proven solutions. This session will focus on the key tech and trends that firms must build their future upon, as well as the disrupters that firms need to watch for that are already coming our way. Roman will discuss the core tech stack that firms must have in place for both the firm and for their clients, backed by the 2025 CPA Firm Management Association (CPAFMA) survey findings. CPA firm departmental optimization, intuitive collaboration, and cybersecurity themes will be highlighted, along with technologies that could disrupt you in the near future.

Learning Objectives:

  • Recognize the core technologies driving CPA firm productivity today and how firms can build their tech stack to effectively respond to future initiatives.
  • Recall the latest considerations in firm and client collaboration, including securing those connections and integrating clients into the firm’s tech stack along with generative AI.
  • Recognize why a “learning organization” mindset is becoming a critical component of every business and how it will help your firm face future disrupters.
  • Identify how to re-prioritize cybersecurity as critical component of firm strategic technology management.
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Overview – (for individuals at all organizational levels)
Prerequisites
For individuals at all organizational levels
Advanced Preparation
None
Session Tags
FMA
Speakers
Image of Roman Kepczyk

Roman Kepczyk

Mr.
Director of Firm Technology Strategy
Rightworks, LLC