In our 12th Annual event, Roman will be bringing an up-to-the-minute agenda that reflects best practices and topics that firms need to address in these key areas:• Best Practices for COVID-19 and Beyond. We will discuss Tax, Audit and Accounting from A to Z; what are the staples and what is becoming the new normal.

• Remote Work: More than just the technology, learn why you need to focus on communication, collaboration and workflow as part of your firm’s formal remote work program.

• Advisory Tech Stack (infrastructure) Evolution: Learn step by step what it takes to build your firm’s technology stack as a critical component of tomorrow’s advisory practice.

• IT Security: Update on current threats and actionable list of what your firm should do to protect itself including the latest IRS security requirements.

With many firms spending 5% or more of top line revenue on technology, this is one program you don’t want to miss. Here’s your opportunity to align your firm with best practices, and plan to leverage technology even more effectively in 2021.

Who should attend?

Managing Partners, Partners, COOs, Firm Administrators, Director/Manager of IT, Technology Committee Members, Practice Leaders, Engagement Managers, and anyone who needs to leverage technology to perform will benefit.
More than half of previously participating firms send more than one participant.

About Roman:

Roman H. Kepczyk, CPA is Director of Firm Technology Strategy for Right Networks. His primary focus is helping firms throughout North America effectively use information technology and accounting applications by optimizing their tax, audit and administrative production workflows.

He has spent the past twenty-four years consulting exclusively with CPA firms and prior to that, ten years with the CPA firm of Henry & Horne, (Arizona’s largest regional firm).

He is a member of AICPA Council, a former member of the AICPA PCPS Executive Committee and a former Chairman of the AICPA’s Information Technology Executive Committee. He has served as a member of other AICPA initiatives, including the Special Committee on Enhanced Business Reporting, eBusiness Task Force, IT Best Practices, IT Research, IT Practices Committees, and Group of 100 projects. In addition, he is a former Chairman of the AICPA Top Technologies Task Force.

Attendees earn 4.0 CPE Credits.

Questions? Contact Art Kuesel at art@kueselconsulting.com or 312.208.8774

2020 Roman Kepczyk Virtual Technology Workshop