Technology Conference

Wednesday, June 16 8:30am - Thursday, June 17 12:55pm

(Check-In 8:20am)

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9.00 Credits

Member Price $269.00

Non-Member Price $394.00


This virtual conference will be held during two consecutive 4.5-hour days (8:30 am - 12:55 pm) on June 16 & 17.

Please note that when you register for this conference you are automatically registering for both days.

This new CTCPA-built conference is filled with presentations designed to maximize your time and enhance your learning. The agenda features 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.


Instructions for accessing the livestream and course materials will be sent one week before the program date.

Wednesday, June 16

General Session

8:30am - 9:20am Keynote: Technology’s Role in the Continuity and Survival of our Profession

James Bourke

James Bourke

Jim is a Partner, Member of the Board of Directors and Management Committee at WithumSmith+Brown, is Director of Firm Technology and Managing Director of Advisory Services. Jim has been a frequent speaker around the globe to many Accounting Societies and International Accounting and Trade Associations, the AICPA, CIMA, State Societies of CPAs, Industry Technology Organizations, Incubators, Accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services topics.

In Jim’s role as Managing Director of Advisory Services, Jim heads-up the Firm’s SOC, cloud solutions, business advisory, BPO, cybersecurity, data analytics, info-security and transactional services initiatives for the firm.

Jim is also Global Advisory and Technology Leader for HLB International with his corporate office in London, UK. In this role Jim is responsible for helping and guiding over 300 HLB member firms around the globe in the areas of technology and expansion of advisor services.

He is Past President for the New Jersey Society of Certified Public Accountants and past Board and Council Member for the Association of International Certified Professional Accountants (AICPA).

Jim has been continually named by Accounting Today as one of the Top 100 Most Influential people in the Accounting profession and has been named by The CPA Technology Advisor as a Top Thought Leader in Public Accounting Technology year after year.

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 Bourke will discuss technology’s role in keeping our profession functional and relevant. The recent pandemic forced change onto our profession and with that change came massive disruption on how we do business and collaborate with our clients.

We will all agree that selecting the “right” technologies was a recent differentiator in an organization’s ability to survive. Some in our profession struggled with client service, some encountered challenges with a remote workforce while others did not miss a beat.

Jim will share his perspective on what he witnessed during 2020 – the good and the bad, and he’ll share some of the best practices for technology in our space.

As bad as the pandemic was (and continues to be), Jim will share the silver lining that organizations should be capitalizing on to not only drive revenue and growth, but more importantly, to drive client confidence in us as their “Trusted Advisors.”

You’ll walk away from this session with a new appreciation and awareness about some of the unique technologies that are ready to take our profession to the next level as well a clear directive to your IT support personnel on the technologies and platforms that should currently be under consideration to allow your practice to function whether your staff are working in the office or working remotely. 

Breakout Session

9:30am - 10:30am Practical Automation with Office 365

Brent Harvey Director, CLA

Brent Harvey

Brent has more than 17 years of software development and implementation experience to enable better collaboration, visibility, and accountability through project management and collaboration software. Brent works on implementing project-based solutions for companies that range from mid-size up to Fortune 100 companies. Along with implementation, Brent trains users on Project Desktop, Project Online, and Project Server. He has deep experience with Microsoft SharePoint, Microsoft Project, and the Power Platform. Brent has experience in a range of industries, including educational institutions, healthcare, and manufacturing. Brent maintains certifications in SharePoint, Windows Server and Azure.

Presented by: Brent Harvey – Director, CliftonLarsonAllen LLP

More and more organizations have transitioned to using Office 365 for their email and content management needs.  A large subset of those have yet to try and transform some of their back-office operations using the Power Platform.  Join Brent Harvey, Director at CLA to learn more about automating your business with tools you likely already own, but aren’t using!  Although this session will be focused on the use of the Office 365 platform, the concepts and examples are certainly relevant and applicable to other systems and technology stacks.

9:30am - 10:30am Practice Management Suites

More info coming soon

9:30am - 10:30am Successful Websites (the expensive to the free) and What’s Next?

Jeffrey Cohen CMO, ImageWorks, LLC

Jeffrey Cohen

Jeffrey co-founded ImageWorks LLC 24 years ago. He turned his business idea into a high-profile award-winning New England-based enterprise known for delivering high impact websites and digital marketing strategies to companies and causes with major growth goals.

Jeffrey’s accolades include being named Chief Marketing Officer of the year by the Hartford Business Journal (2018) and Top Web Developer by the Hartford Business Journal (2017 & 2018).ImageWorks is also on the 2019 Inc. 5000. Jeffrey has also been quoted in Time Magazine, Wired Online, The Wall Street Journal, and Business 2.0

Jeffrey is very active in the community. He has served on the Board of Directors for the Tolland County Chamber of Commerce, the Host and Executive Director of the Connecticut Business Network, and currently Chair of the Economic Development Commission in the Town of Vernon.

Presented by: Jeffrey Cohen - CMO, ImageWorks, LLC

What are my options for Website development, Hosting, and Maintenance. What are todays standards and best practices, and how do I use my Website to actually attract new business?

Breakout Session

10:35am - 11:35am Document Management (Options & Strategies)

More info coming soon

10:35am - 11:35am Why You Need Windows Virtual Desktop

Chris Florentino Engagement Manager, ADNET Technologies, LLC

Chris Florentino

Chris Florentino brings a deep professional and academic business background as well as extensive technical expertise to ADNET. Since taking apart and rebuilding his first computer years ago, Chris has been focused on helping people understand how technology works and finding ways to improve their experience. Chris applies his understanding of technology and business principles to help his clients find solutions to their problems.

Presented by: Chris Florentino - Engagement Manager, ADNET Technologies

Windows Virtual Desktop, or WVD, is the future of working from home – or anywhere. In this session, we’ll discuss how a secure cloud environment can transform your business and provide greater operational flexibility, keeping you up and running no matter what. This Azure based cloud service is fast, agile and easy to use, and gives you the same IT experience you have at the office when working from home - all in a secure cloud environment. Learn how Windows Virtual Desktop can reduce risk for your business, provide your organization with greater security and access controls, and give your team a great working experience – no matter where they’re connecting from. 

10:35am - 11:35am Will Blockchain Revolutionize the Accounting Profession?

John Masotti Managing Partner, Masotti & Masotti

John Masotti

As of January 1, 2017, John W. Masotti became the managing member of Masotti & Masotti, LLC.

John graduated in 1997 from the University of Connecticut with a Bachelor of Science Degree from the School of Business with a major in accounting. He is a licensed Certified Public Accountant in both the states of Connecticut and New York. He is also a Certified Managerial Accountant.

John is the founder of MM Blockchain Advisory (MMBA), a related affiliate of Masotti & Masotti that provides blockchain / cryptocurrency advisory services. John also created the Masotti & Masotti Digital Asset Group (MMDAG) to work specifically with our Digital Asset clientele. John is also a Certified Bitcoin Professional (Cryptocurrency Certification Consortium) and a Certified Blockchain Expert (Blockchain Council).

John has extensive experience in tax planning and the preparation of business and individual income tax returns. He represents clients before the Internal Revenue Service, Connecticut Department of Revenue Services, Connecticut Department of Labor, and New York State Department of Taxation and Finance. He is continuously working with our strategic partner Select Family Office rendering tax planning and tax compliance services for our common clients. Since John is a licensed CPA and CMA, this makes him uniquely qualified when he regularly consults with our business clients on various tax and managerial accounting issues.

John is on the Board of Directors of two private charitable foundations that he founded. He is a member of the Advisory Board of the Yale School of Medicine Eye Center. He is also a member of the American Institute of Certified Public Accountants, Connecticut Society of Certified Public Accountants, New York State Society of Certified Public Accountants, and the Institute of Managerial Accountants.

Presented by: John W. Masotti, CMA, CPA - Managing Partner, Masotti & Masotti, LLC and Founder, MM Blockchain Advisory (MMBA)

Preliminary Topics:
• A basic explanation of blockchain from an accounting perspective, including triple entry accounting
• Global migration of supply chains to blockchain based ecosystems and its ultimate impact on our client’s general ledgers
• Explanation of Central Bank Digital Currencies and how 80% of Central Banks said they are exploring the idea of a CBDC and 10%-20% of Central Banks surveyed are close to issuing a CBDC. Including a discussion on how this will impact our clients books & records
• Tokenization of assets and the impact on a balance sheet, including current accounting guidance
• Manual reconciliations will become obsolete with triple entry accounting
• Opportunities and threats to our profession as it relates to blockchain

General Session

11:55am - 12:55pm Keynote: Managing TechnoStress

Marc Staut Chief Innovation/Information Officer, Boomer Consulting, Inc.

Marc Staut

Marc Staut, Shareholder and Chief Innovation & Information Officer at Boomer Consulting, Inc., helps meet the growing needs of CPA firms by leveraging his experience to provide strategic technology assessments, planning, visioning and coaching. He feels that “technology should be an enabler – something that’s approachable, aligned with and integral to the success of each firm.”

Marc is a regular speaker, author and panelist on technology in the accounting profession, cloud computing, mobile technology, leadership and vision

Prior to joining Boomer, Marc most recently was Principal and CIO at CohnReznick, one of the nation’s ten largest accounting, tax and advisory firms. With 17 years of experience in accounting technology, he has held many roles and advised firms of all sizes as an industry thought leader.

Presented by: Marc Staut - Chief Innovation & Technology Officer at Boomer Consulting

More details coming soon

Thursday, June 17

General Session

8:30am - 9:20am Keynote: Inspector Gadget Technology Update

David Cieslak EVP, Chief Cloud Officer, RKL eSolutions, LLC

David Cieslak

Bio coming soon

Presented by: David Cieslak, CPA.CITP, CGMA, GSEC - EVP, Chief Cloud Officer at RKL eSolutions, LLC

More details coming soon

Breakout Session

9:30am - 10:30am Accounting Software

More info coming soon

9:30am - 10:30am Practical Data Analytics in Audits, Business, & Practice Management

Ian Cranston Manager of Network Services, Whittlesey Technology

Ian Cranston

Bio coming soon

Presented by: Ian Cranston – Director at Whittlesey Technology

More details coming soon

9:30am - 10:30am Still Emailing Client Data & FTI? IRS Says Stop! Here’s How

More info coming soon

Breakout Session

10:35am - 11:35am Cybersecurity & Data Privacy Best Practices

Jeffrey Ziplow Principal, Business Risk Services, CLA

Jeffrey Ziplow

Jeff is a principal in the firm’s Business Risk Advisory service group. He has significant experience working with organizations to assess their IT controls as they relate to business operations and helps to develop recommendations to mitigate risk. In this role, Jeff works with clients on data breach responses, cyber security risk assessments and provides insight and guidance on developing better security practices. In addition, he works on Process Control related projects to enhance operational efficiencies and provide tangible control recommendations.

Jeff also oversees various IT audits based on the AICPA’s SSAE-18 (SOC-1) and AT-101 (SOC-2) compliance standards as well as working with the NIST based security standards. Over the past several years, Jeff has been actively involved in providing cybersecurity and risk assessment presentations to municipalities, not-for-profits and various companies to enhance leadership in these areas. He also works with the Attorney Generals of Connecticut, Florida and Indiana to provide guidance/support on cyber security matters.

Presented by: Jeff Ziplow, MBA, CISA, CGEIT - Cyber Risk Advisory Partner, CliftonLarsonAllen LLP

More details coming soon

10:35am - 11:35am Nuts & Bolts of Cryptocurrency Taxation

Shehan Chandrasekera Head of Tax Strategy, CoinTracker

Shehan Chandrasekera

Shehan is one of the handful of CPAs in the country who is recognized as a real-world operator and a conceptual subject matter expert on cryptocurrency taxation. He is the Head of Tax Strategy at CoinTracker, a Forbes Tax Contributor and a CPE instructor who has won multiple awards: 2019/2020 CPA Practice Advisor 40 under 40 accounting professionals, Outstanding Young CPA of the year, Rising Star of Texas & Among 21 accountants mentioned on Accounting Today who will be helping shape (and reshape) accounting in 2020 and beyond by Accounting Today. Shehan is a renowned speaker who has done speaking engagements with many organizations including Google, Coinbase, Lyft, AICPA, American Bar Association, and State CPA Societies.

Presented by: Shehan D. Chandrasekera - Head of Tax Strategy at

Blockchain technology and cryptocurrencies such as bitcoin and ether are two trending topics in the fin-tech world. Yet, few business professionals can grasp the intricacies, opportunities, and challenges posed by this new technology. This session intends to give you a high-level, non-technological understanding of the history of cryptocurrencies and the taxation of common cryptocurrency-related transactions. This session also covers current developments surrounding this topic, such as the inclusion of the virtual currency question on the front of Form 1040, how to successfully navigate through tax notices (CP2000, Letter 6173, Letter 6174 & Letter 6174-A), and tax planning opportunities.

10:35am - 11:35am Technology Budgeting: A New Hierarchy for Innovation and Reducing Technical Debt

Amanda Wilkie Consultant, Boomer Consulting, Inc.

Amanda Wilkie

Amanda Wilkie, Consultant at Boomer Consulting, Inc., has a computer science background, but she’s not your average geek. With two decades of technology experience, Amanda has spent 13 years driving change and process improvement through innovative technology solutions working across firms of varying sizes in the public accounting profession. She has held strategic leadership positions in firms ranging from Top 50 to Top 10 including her most recent role as CIO of a Top 30 firm.

Amanda is a recognized expert in the profession who regularly speaks and writes on blockchain and cryptocurrency and their impact on the profession.

Presented by: Amanda Wilkie – Consultant at Boomer Consulting

More details coming soon

General Session

11:55am - 12:55pm Keynote: Riding the Wave of Digital Disruption

Kacee Johnson Senior Director Strategy & Innovation,

Kacee Johnson

In 2018 Kacee joined the team with a seasoned background working with global FinTech leaders. As Sr Director Strategy and Innovation she manages the technology ecosystem to identify emerging trends that are driving change in the profession. Kacee works collaboratively with the vendor and thought-leader community to develop thought leadership content, and organizes key high-level events for C-suite leaders. She is a speaker on topics including business development growth strategies, technology and innovation at Accounting, Business, and FinTech conferences across the country.

Kacee is recognized by Accounting Today as one of the Top 100 Most Influential People in Accounting, one of the Top 25 Thought Leaders by CPA Practice Advisor, and is listed among the Most Powerful Women in Accounting.

She lives in sunny Southern California with her husband and daughter, where she is active in cleaning up the beaches, mentoring young professionals, and advocating for women in business and technology leadership roles.

Presented by: Kacee Johnson, MBA - Sr Director Strategy and Innovation at

AI, automation and blockchain. Newsfeeds are at an all-time high abound with headlines about how emerging technologies may soon automate the CPA’s role. How much is hype? and when will these advancements really impact my firm and clients? After we sort through the noise, creating an innovation strategy and aligning it with our business model is the next hurdle to ensure competitiveness. In this session we will explore how exponential change is advancing technologies faster than ever, and then identify the most common challenges that firms face in staying current.

Non-Member Price $394.00

Member Price $269.00