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Planning and Managing Your Team's Technology

Dec. 14
8:00 a.m. - 4:00 p.m.

Penn State Great Valley - Main Bldg
Malvern - Map it

CPE Credits



PICPA Member: $299 | Nonmember: $399

 More Information

Course No.
Basic understanding of computer operations and terminology

The program is specifically designed for the manager who does not have a technology background, but who is now charged with leading and managing the technology investment in a small to mid-sized organization, including a CPA firm.

This course is only offered once in 2018.


Create and implement a technology plan for small to mid-sized organizations. Improve the reliability and resilience of your current technology solution. Develop technology policies for your business.


  • Major cost components associated with technology
  • Budgets and resources
  • Leverage cloud-based tools
  • Software licensing strategies in an organization


Brian F. Tankersley, CPA, CITP, has made presentations for 46 state CPA societies, as well as similar organizations across Canada. He writes extensively on technology issues for professional journals, and serves as a columnist and technology eEditor for The CPA Practice Advisor. He has over 20 years of professional experience in accounting, technology, and education.


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