Technology for Public Accounting

conference webcast

Jan. 7, 2021
7:45 a.m. - 4:00 p.m.

PICPA Member: $345 | Nonmember: $445

NEW conference featuring practical applications for firms to increase productivity, better serve clients, and uncover better business opportunities.

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Jan. 6 & 12 - Get a complete understanding of how you can use Microsoft Power BI tools to create a comprehensive data model to analyze data.

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2021 Conference Agenda

7:45 a.m.
Greetings from PICPA Leadership
8:00 a.m.
Building and Growing a Technology Consulting Practice 
  • Benefits of technology consulting sources and how they can help you stay relevant
  • How technology services complement existing services
  • Ways a technology partner can help you provide options to your clients without performing services
Torpey White, CPA, CITP, CISA
8:50 a.m.
Why CPAs Need to Embrace Data Analytics
  • The value of analyzing data
  • What can be accomplished with data analytics
  • Ways Microsoft Power BI Tools can help CPAs analyze data
Bryan L. Smith, CPA
Bryan Smith, CPA, CITP, CISA
Chief Learning Officer
CPA Crossings LLC
9:40 a.m.
Morning Break
9:55 a.m.
Cybersecurity Essentials 
  • Conducting internal risk assessments
  • Managing third-party penetration tests and vulnerability scans
  • Best practices including IT policies and procedures to limit the risk of data exposure events
Devin Chwastyk, JD, CIPP/US
Chair, Privacy & Data Security Group
McNees Wallace & Nurick LLC
10:45 a.m.
Artificial Intelligence and Machine Learning's Impact on Your Firm
  • Brief history of AI
  • Overview of basic AI topics, including machine learning, deep learning, and natural language processing
  • Applications of AI in financial, audit, tax, and advisory areas of accounting
  • Use cases of AI and success stories
  • Ethical considerations in algorithmic bias, security, and privacy
Bottala, Michael
Michael Bottala, CPA
Director, Sales Engineering 
11:35 a.m.
Lunch Break
12:25 p.m.
What Data Readiness and Integrity Actually Mean - Read and listen to a preview of this session >
  • Common software tools available to accountants to help with extract, transform, and load (ETL) challenges
  • Apply the professional standards for data reliability to their ETL challenges
  • Make more efficient and effective data requests to clients
  • Plan data requests that tie to the objectives of an analysis
Leslie Kirsch, CFE, CISA, CIA, CIDA
Director, Central Analytics
1:15 p.m.
Update on IT Standards Implementation and Independence - Listen to a preview of this Session >
  • Post-implementation related to independence
  • Interplay issues of the hosting interpretation
Danielle Supkis Cheek, CPA, CFE, CVA
Director, Entrepreneurial Advisory Services
Pannell Kerr Forster of Texas PC
2:05 p.m.
Afternoon Break
2:20 p.m.
The Benefits of Robotic Process Automation
  • How automation improves productivity
  • Practical advice for implementing automation processes in your firm
  • Advice for choosing the right technology
Costa, Adam
Adam Costa, CISA, CCSP
Robotic Process Automation Solution Architect
Schneider Downs & Co. Inc.
3:10 p.m.
Syncing Firm Productivity with Remote Work
  • The benefits of remote work
  • Onboarding best practices including plan development, expectation setting, and a multi-step orientation process
  • Remote employee management from communication tips, collaborative engagement, and progress check-ins
James Ruffin, CPA, CISA
IS Assurance & Advisory Manager
Audit Services Group
smith, steph
Stephane Smith, SPHR, SHRM-SCP
Consulting Practice Leader
Human Capital Management Services Group
4:00 p.m.
See You Next Year


CPE Credits: 7-Other, 1-A&A

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.


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

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