Friday, November 2, 2018 – Friday, November 2, 2018 | 1:30pm – 4:45pm

Technology Symposium

The start date for this course has passed. Registration is no longer available.

Agenda

1:00 p.m. 

Registration


1:30 – 3:00 p.m.

Technology Update

James Bourke, CPA, CITP, CFF, CGMA, Partner – Managing Director - Advisory Services, Withum

To keep competitive, CPAs need to react instantaneously to client needs and concerns. Technology plays a huge role in meeting client expectations on a timely basis. During this session, we’ll discuss a range of technologies from tax return collaboration with clients, practice management and outsourced client accounting. We’ll also review the pros and cons of doing business in the cloud, from private to vendor, to public cloud platforms, content management and engagement management, including a 30,000-foot view of the AICPA’s new OnPoint Prep, Compilation and Review tool and the new AICPA audit tool, currently under development. This session will focus on security and privacy best practices to help make your practice and your clients’ more secure. By attending this session, you’ll be prepared with the current tools in the marketplace to take your efforts to the next level!

 

 

3:00 – 3:15 p.m.

Networking Break

 

3:15 – 4:45 p.m.

How to Monetize Technology in the Profession

James Bourke, CPA, CITP, CFF, CGMA, Partner – Managing Director - Advisory Services, Withum

In this session, we’ll discuss how firms are taking their technology expertise to the next level and the best practices to monetize the AICPA’s new SOC for Cybersecurity service, which to the AICPA developed for organizations to communicate pertinent information regarding their cybersecurity risk-management efforts and educate stakeholders about the systems, processes and controls they have in place to detect, prevent and respond to breaches. The reporting framework also enables a CPA to examine and report on the management-prepared cybersecurity information, thereby increasing the confidence that stakeholders may place on an organization’s initiatives. We’ll dive deeply into the logic and reasons behind this new service offering and share links to content, including a sample report and detailed information on how your firm can monetize this new revenue stream.

 

4:45 – 6:00 p.m

Reception

Sponsors

Conference Credits

This course is 3.00 credits

Conference Fees

MSCPA-AICPA Member
$199.00
MSCPA Member
$199.00
AICPA Member
$249.00
Non-Member
$249.00

Conference Cost

You pay
$249.00
MSCPA Members save $50.00 on this course. Login or Join to take advantage of these savings.

The start date for this course has passed. Registration is no longer available.