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8.0 Credits

Due to current circumstances related to COVID-19, the CTCPA Technology Conference has been re-scheduled for December 8, 2020.

This new CTCPA-built conference is filled with presentations designed to maximize your time and enhance your learning. The agenda is filled with sessions on current and emerging technologies that will help you do your job with efficiency and ease.  Participants will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in computer technology. 

Designed For

This conference is designed for busy accounting and finance professionals in both business and industry and public accounting who want to learn about the new technologies impacting their profession.  It is also designed for those looking to take advantage of technology to improve efficiency and effectiveness.


Please select the appropriate session or option below to continue with your online purchase.

Tuesday, December 8, 2020

General Sessions

Presented by: James C. Bourke, CPA, CITP, CFF, CGMA - Director of Firm Technology and Managing Director of Advisory Services at WithumSmith+Brown

In this keynote session, Jim will overview ways that firms are taking their technology expertise to the next level. As the profession continues to shift from compliance-based attest and tax as primary services offered to advisory, practitioners are quickly realizing that technology is the driving force behind these services.

Included in this session will be a discussion on some of the most widely accepted advisory services that firms are offering to their client base including, client accounting/outsourced CFO, cybersecurity, management advisory, industry specific consulting (ie: healthcare), transactional advisory and the newest offering around data and data visualization using tools like Microsoft’s PowerBI.

Jim will also show how those providing traditional attest and tax services can transform their offerings to focus on advisory-based attest and tax services by leveraging the space they know – attest and tax.

Jim will share the logic and reasons behind this new (but really not so new) service offering and will also share links to content and videos created to dive deeper into this topic. Jim will cover some of the best practices that he has witnessed within his own firm and throughout the profession, for firms of all sizes around the globe.

More sessions coming soon!

Materials Option

How would you like to receive your course materials?:

Your registration fee includes an electronic copy of the course manual.  Your eMaterials will be available for download in the “My CPE” area of the website one week before the program date. Please note: program cancellations will not be allowed once you have downloaded your eMaterials from the website. 

Copyright note: Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

We will print a manual and provide it to you at registration the morning of the program.

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