PST2222. Technology's Role in a CPA Firm Merger

To submit a question or participate in polling, click the link above. Rapid growth, whether through a merger or organically, presents challenges for any firm. A focus on technology planning and integration early in the merger process can mitigate risk to the firm, increase productivity, and support a one-firm culture. This interactive session will provide strategies for leveraging technology to ease your firm’s growing pains.

Learning Objectives:

• Recognize technology related questions you should ask in preparation for the rapid growth of your firm
• Interpret strategies for integrating multiple technology platforms
• Evaluate ideas for leveraging technology to build culture throughout your firm