PICPA Technology Conference

Technology for Public Accounting

conference webcast

Oct. 8, 2021
7:45 a.m.-4:20 p.m.
CPE Credits: 8-Other

Practitioners and technologists in accounting firms will receive technology updates to improve productivity and better serve clients.

Thanks to our 2021 sponsors

Jody Padar, CPA
Vice President of Strategy
Botkeeper

Featured Speaker

Jody Padar, CPA, is vice president of strategy at Botkeeper.com. She has been on the Accounting Today Top 100 Most Influential People list for the past nine years. She is the author of From Success to Significance: The Radical CPA Guide, The Radical CPA: New Rules for the Future-Ready Firm, and the just released Botkeeper For Dummies. After venturing out of a traditional firm, and achieving 13 years of successful growth as CEO of New Vision CPA Group, her new challenge is leading Botkeeper as vice president of strategy, helping to evolve, support, and promote CPA and accounting partner firms.

2021 Agenda

7:45 a.m.

Greetings from PICPA Leadership

8:00 a.m.

Simplifying Tech That’s Disrupting the Accounting Industry 1-Other

Why firms are turning to technology to help with the nitty gritty
How automatable technology allows firms to be better advisers
An overview of:
- Data and analysis
- AI and automation
- Firm of the future business models

Jody Padar, CPA
Vice President of Strategy
Botkeeper

8:50 a.m.

Cybersecurity for Accounting: The Top 5 Things You Need to Know! 1-Other

Top threats that accounting professionals face
Practical cybersecurity tips to keep client data safe from a potential data breach

Brandon S. Keath
Cybersecurity Officer, vCISO Services
Appalachia Technologies

9:40 a.m.

Morning Break

9:55 a.m.

Working with Clients in a Remote Environment 1-Other

New work models post-COVID
Importance of understanding your employees in a remote/hybrid model (e.g., integrator vs. segmenter)
Setting expectations and onboarding in a remote/hybrid model
Sustaining organizational culture
Using virtual reality/augmented reality to assist with all of the above

James Ruffin, CPA, CISA
IS Assurance & Advisory Manager, Audit Services Group
RKL LLP

Stephane Smith, SPHR, SHRM-SCP
Consulting Practice Leader, Human Capital Management Services Group
RKL LLP

10:45 a.m.

Interconnectivity of Standards Related to Protecting the Confidentiality of Intellectual Property1-Other

Overview of standards and frameworks
Supplementing standards and frameworks with technical safeguards
Deciding which framework is best for you
Managing multiple standards and frameworks

Tom Wojcinski, CISA, CRISC
Director, Risk Advisory Services
Wipfli LLP

Tom Sost, CPA, CISA, CCSFP
Manager, Risk Advisory Services
Wipfli LLP

11:35 a.m.

Lunch Break

12:25 p.m.

CONCURRENT SESSION 1

Technologist Track

Transforming Professional Services with Data & Analytics: Part 1 1-Other

The advancement of data and analytics in the professional services marketplace
Leveraging low/no code technology to add value in the marketplace
Adopting a data and analytics culture

Cameron O’Donnell
Senior Associate, Accounting Methods and Credit Services
KPMG

Practitioner Track

Technology and Your Firm 1-Other

Review of the current state of financial, ERP, and workflow automation software
Review of practical personal productivity tools for your firm
Digital money – What’s it all about? – Digital money, cryptocurrency, Bitcoin, Ethereum, and Altcoins. CBDC (Central Bank Digital Currency)
The new CAS (Client Accounting Service) model and why you should participate

John H. Higgins, CPA.CITP
Chief Partnership Officer
Strategic Advisor
CPA Crossings LLC

1:15 p.m.

Virtual Room Change Break

1:25 p.m.

CONCURRENT SESSION 2

Technologist Track

Transforming Professional Services with Data & Analytics: Part 2 1-Other

Introduction into Analytical Process Automation (APA) with Alteryx
Building Alteryx workflows, use cases, and success stories

Cameron O’Donnell
Senior Associate, Accounting Methods and Credit Services
KPMG

Practitioner Track

Technology and Your Firm (cont.) 1-Other

John H. Higgins, CPA.CITP
Chief Partnership Officer
Strategic Advisor
CPA Crossings LLC

2:15 p.m.

Afternoon Break

2:30 p.m.

CONCURRENT SESSION 3

Technologist Track

Enabling the Firm of the Future with Digital Intelligence 1-Other

Making sense of the AI landscape. Where does it all fit?
What technologies are needed to build an automation solution that works
Making it work for the accounting industry
How to capitalize now to preserve and empower the accounting professional
Winning strategies for the firm of the future

Loren Eckart
Co-Founder/Innovation & Growth Executive
Digilence

Chad Osgood
Co-Founder/Operations & Technology Executive
Digilence

Practitioner Track

Office 365 Tips 1-Other

Most firms are just scratching the surface of the potential to leverage Office 365 to further automate and remain competitive
Round-robin review of some of the most useful and practical Office 365 apps: Teams, SharePoint, Planner, OneNote, Bookings, Power BI and more
Learn how these apps can provide a foundation for communication, collaboration, knowledge sharing, and workflow automation as part of a remote work model

John H. Higgins, CPA.CITP
Chief Partnership Officer
Strategic Advisor
CPA Crossings LLC

3:20 p.m.

Virtual Room Change Break

3:30 p.m.

CONCURRENT SESSION 4

Technologist Track

Cybersecurity 1-Other

Common tools most hackers use to break into systems, exploring the Social Engineering Toolkit (SET), Metasploit, Armitage, and more
Why current cybersecurity defenses for most companies are not enough and what you should be doing

Brandon S. Keath
Cybersecurity Officer, vCISO Services
Appalachia Technologies

Practitioner Track

Office 365 Tips (cont.)

John H. Higgins, CPA.CITP
Chief Partnership Officer
Strategic Advisor
CPA Crossings LLC

4:20 pm

See You Next Year!

“The conference provided a great overview of the emerging trends in technology and how they impact us as CPAs, trusted business advisers, and mentors to our own company / employer.”
Daniel P. Ryan, CPA
Information Network Associates Inc.

Credits

CPE Credits: 8-Other

Level: Update
Prerequisites: None

CLE Credits: This conference has been submitted for 6.5-Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.

Registration

PICPA Member: $345
Nonmember: $445
CLE Credits Fee: $50

Use your ClassPass, ClassPass Mini, or Flex Account to register. Find more information about PICPA discounts.

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Technology for Public Accounting

conference webcast

Practitioners and technologists in accounting firms will receive technology updates to improve productivity and better serve clients.

Thanks to our 2021 sponsors

Featured Speaker

2021 Agenda

Simplifying Tech That’s Disrupting the Accounting Industry 1-Other

Cybersecurity for Accounting: The Top 5 Things You Need to Know! 1-Other

Working with Clients in a Remote Environment 1-Other

Interconnectivity of Standards Related to Protecting the Confidentiality of Intellectual Property1-Other

Transforming Professional Services with Data & Analytics: Part 1 1-Other

Technology and Your Firm 1-Other

Transforming Professional Services with Data & Analytics: Part 2 1-Other

Technology and Your Firm (cont.) 1-Other

Enabling the Firm of the Future with Digital Intelligence 1-Other

Office 365 Tips 1-Other

Cybersecurity 1-Other

Office 365 Tips (cont.)

Credits

Registration