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  Gallagher_Affinity_3D_stackedFox School of Business, Temple University botkeeper 

Jody Padar

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

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
Keath, Brandon

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
ruffin

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

Smith, Stephane

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
Wojcinski, Tom

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

Sost, Tom

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
cpamember

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
Higgins, John

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
cpamember

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

Practitioner Track

Technology and Your Firm (cont.) 1-Other


Higgins, John

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
Eckart, Loren
Loren Eckart
Co-Founder/Innovation & Growth Executive
Digilence
Osgood, Chad
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
Higgins, John

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
Keath, Brandon

Brandon S. Keath
Cybersecurity Officer, vCISO Services
Appalachia Technologies

Practitioner Track

Office 365 Tips (cont.)

Higgins, John

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

ClassPass      flexAccount200x75

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