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

Overview

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.

Notice

By registering for this program and, accordingly, receiving the eMaterials, you're acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.

Wednesday, June 16

General Session

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

James Bourke Director of Firm Technology, Withum, Smith & Brown

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 Emerging Technology Track: 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 Track: Peek Under the Hood of CCH, Thompson Reuters, and Practice Engine Software

Kim Beauchamp Director of Operations, Whittlesey

Kim Beauchamp

Kim Beauchamp is Director of Operations at Whittlesey PC in Hartford. She is responsible for overseeing operational and administrative staff across three offices, establishing firm policies and procedures, financial reporting, cash management, and internal controls.

Kim began her career working as an accountant before opening her own tax practice. She later joined CCR, LLP in Westborough, MA where she was the Principal in Charge of Admin & Operations until 2011, when CCR was acquired by Grant Thornton, followed by working in private industry, most recently in the role of CFO for a $150 million commercial construction company.


Kim’s specializes in process improvement and standardization, paperless environments, and change management. She has been actively involved in the implementation of four mergers (both upstream and down), where she was instrumental in ensuring firm integration. Kim is a native of upstate New York and earned a Bachelor of Business Administration degree from Assumption College in Worcester, MA.

Brad Podzius Business Development/Product Manager, Practice Engine Systems, Inc.

Brad Podzius

With over 15 years in the accounting industry, Brad has experience in high-volume tax preparation, full-service financial, accounting, and related consulting fields.


In 2009, Brad earned both an MBA and a Master of Taxation from Georgia State University while working as a Tax Accountant for a Top 100 firm in Atlanta, GA.


Now, with Practice Engine, he combines his education and work experience to provide ‘Best Practice’ solutions for CPA firms across the country.

Sedra Michaelson Strategic Account Manager, CCH, A Wolters Kluwer Business

Sedra Michaelson

Sedra has been with WK for 31 years and for the last 12 years, she has been a Strategic Account Manager, servicing the largest Top 100 Accounting Firms in the Northeast. She creates environments where people and technology thrive.

Sedra has a BA Degree from Skidmore College and a JD Degree from UNH School of Law.

Linda Boerma Solution Architect Strategic Accounts, CCH, A Wolters Kluwer Business

Linda Boerma

Linda has a career history reflecting 20+ years in the accounting software industry. Over the years she has gained valuable experience by working in application/technical support, software development, customer training as well as sales and account management. Throughout her career she has participated in regional and national trade shows, developed and presented tech update webinars and hosted regional software seminars.

In her current role with CCH, she works as a Solution Architect for the strategic account division. Linda provides pre-sales technical support for team of regional account managers and conducts customized product presentations via the Internet or on-site. She consults with customers to ensure that they are fully utilizing their existing software solutions while keeping them informed about new and developing technologies.


Linda has a BS degree in Computer Science with an emphasis on Accounting from the University of West Florida in Pensacola.

Sean McEachern Senior Solutions Consultant, Thomson Reuters

Sean McEachern

Sean McEachern is a Sr. Solutions Consultant and has been with Thomson Reuters for seven years, with four years in his current role. He attended Central Michigan University where he majored in both Accounting and Finance and prepares tax returns on the side for friends and family. Sean has worked extensively with Onvio over the last few years and regularly provides product demonstrations of Onvio along with other software offerings by Thomson Reuters.

Moderator: Kim Beauchamp, CPA - Director of Operations at Whittlesey

Linda V. Boerma - Solution Architect Strategic Accounts at CCH

Sean McEachern  - Senior Solutions Consultant at Thomson Reuters

Sedra Michaelson - Strategic Account Manager at CCH

Brad Podzius - Business Development/Product Manager at IRIS Practice Engine

You've decided to upgrade your practice management software. Depending on the size and needs of your firm, one solution may be better suited for you than another.  Representatives from CCH, Thompson Reuters, and Practice Engine will conduct live demos showcasing their solutions' unique strengths. The session will end with a Q & A session moderated by Kim Beauchamp, CPA Director of Operations at Whittlesey. 

9:30am - 10:30am Technology Foundations Track: 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 Emerging Technology Track: 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

10:35am - 11:35am Practice Management Track: Take Control of Your Documents - An Inside Look at GoFileRoom and Document by Access

Kim Beauchamp Director of Operations, Whittlesey

Kim Beauchamp

Kim Beauchamp is Director of Operations at Whittlesey PC in Hartford. She is responsible for overseeing operational and administrative staff across three offices, establishing firm policies and procedures, financial reporting, cash management, and internal controls.

Kim began her career working as an accountant before opening her own tax practice. She later joined CCR, LLP in Westborough, MA where she was the Principal in Charge of Admin & Operations until 2011, when CCR was acquired by Grant Thornton, followed by working in private industry, most recently in the role of CFO for a $150 million commercial construction company.


Kim’s specializes in process improvement and standardization, paperless environments, and change management. She has been actively involved in the implementation of four mergers (both upstream and down), where she was instrumental in ensuring firm integration. Kim is a native of upstate New York and earned a Bachelor of Business Administration degree from Assumption College in Worcester, MA.

Sedra Michaelson Strategic Account Manager, CCH, A Wolters Kluwer Business

Sedra Michaelson

Sedra has been with WK for 31 years and for the last 12 years, she has been a Strategic Account Manager, servicing the largest Top 100 Accounting Firms in the Northeast. She creates environments where people and technology thrive.

Sedra has a BA Degree from Skidmore College and a JD Degree from UNH School of Law.

Linda Boerma Solution Architect Strategic Accounts, CCH, A Wolters Kluwer Business

Linda Boerma

Linda has a career history reflecting 20+ years in the accounting software industry. Over the years she has gained valuable experience by working in application/technical support, software development, customer training as well as sales and account management. Throughout her career she has participated in regional and national trade shows, developed and presented tech update webinars and hosted regional software seminars.

In her current role with CCH, she works as a Solution Architect for the strategic account division. Linda provides pre-sales technical support for team of regional account managers and conducts customized product presentations via the Internet or on-site. She consults with customers to ensure that they are fully utilizing their existing software solutions while keeping them informed about new and developing technologies.


Linda has a BS degree in Computer Science with an emphasis on Accounting from the University of West Florida in Pensacola.

Ken Pilon Sr. Solutions Consultant, Thomson Reuters

Ken Pilon

Ken Pilon is a Sr. Solutions Consultant with Thomson Reuters and has been at TR for 15 years, the last 6 years in his current role. A University of Michigan graduate, Ken has worked extensively in the GoFileRoom and FirmFlow area as well as specializing in our Cloud Audit Suite.

Moderator: Kim Beauchamp, CPA - Director of Operations at Whittlesey

Linda V. Boerma - Solution Architect Strategic Accounts at CCH

Sedra Michaelson - Strategic Account Manager at CCH

Ken Pilon - Sr. Solutions Consultant at Thomson Reuters

Going paperless can be the best thing you do for your firm. Learn how an electronic document management system and remote access to your data allows your business to run more efficiently, securely, and profitably. This session will discuss cloud-based document management technology and transitioning to a paperless environment strategies. Representatives from GoFileRoom and Document by Access will provide live workflow demonstrations. The session will end with a Q & A session moderated by Kim Beauchamp, CPA Director of Operations at Whittlesey.

10:35am - 11:35am Technology Foundations Track: 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.


https://thinkadnet.com/team/chris-florentino/

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. 

Optional Session

11:35am - 11:50am Vendor Demos

Vendor Demos are optional and will be held via Zoom - anyone who attends a demo will be entered into the conference raffle.

Specific product demo's will be announced soon and you will have the ability to select which you would like to attend on that day.

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 & Information Officer at Boomer Consulting

New Technologies are supposed to make us more efficient, work smarter not harder, and reduce our stress!  What happens when they don’t??  Firms are facing challenges in the volume of technology and change they are being asked to adopt.  In this session we will define Technostress, identify it’s impacts, and share ways that your firm can reduce and prevent the issues that are keeping your technology from being a competitive advantage!

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

David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his role, he is responsible for helping companies grow strategically with cloud-based solutions and industry-specific service expertise for ERP, CPM, CRM, AP Automation, and other critical business processes.

A frequent speaker for the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants (CalCPA), other state accounting societies, and various business groups, Mr. Cieslak moonlights as his alter ego, “Inspector Gadget,” to keep business leaders entertained and informed on ways they can effectively leverage the latest technology in their personal and professional lives.

David is a Sage Intacct Certified Consultant, a Salesforce.com administrator, and holds the GIAC Security Essentials Certification (GSEC). He is the past Chair of the AICPA IT Executive Committee and past president of the California CPA Education Foundation.

Outside of work, David enjoys running, mountain biking, and playing the drums.

AWARDS:
• Accounting Today Top 100 Most Influential People in Accounting – 2001, 2002, 2005 – 2020
• CPA Technology Advisor Top 25 Thought Leader 2011-20, Hall of Fame Inductee - 2020
• Accounting Today Technology Pacesetter – 1998, 2000-08, 2011-2015
• Sage Intacct Presidents Circle – 2012, 2014-15, 2017, 2019
• San Fernando Valley Business Journal Trusted Advisor Trail Blazer award – 2012

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

The year 2020 was unlike any other – requiring each of us to quickly pivot and transform virtually all aspects of our personal and professional lives.  Working from home, video meetings and the elimination of business travel became the “new normal” in just a few day’s times.  But these significant changes also presented tremendous opportunity for innovation and digital transformation.  Join Inspector Gadget has he examines the latest technology and products supporting these rapid changes, and explore what’s next. Technology has never been more critical and impactful than it is today.  Make certain you have the essential details you need to navigate your next steps.

Breakout Session

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

Ian Cranston Director, Whittlesey Technology

Ian Cranston

Practices and Industries:
• Nonprofit Organizations
• Manufacturing
• Professional Services
• Healthcare

Professional Experience:
• More than 20 years experience in small business IT networking, analytics, consulting and management

Education:
• Master of Business Administration, Business Analytics, Central Connecticut State University, New Britain, CT
• Bachelor of Science, Networking Technology, Central Connecticut State University, New Britain, CT

Professional Activities, Awards and Memberships:
• Outstanding Graduate Scholar Award, Central Connecticut State University
• Certified Ethical Hacker, EC-Council
• Microsoft Certified Solutions Expert 2012, Microsoft
• A+/Security+, CompTIA
• Tableau Desktop Certified Associate

Presented by: Ian Cranston – Director at Whittlesey Technology

Learn what other firms are using to enhance their businesses processes. Save time and money by learning basic robotic process automation using the tools you already own. Session will feature solutions that are included with Windows 10 and Microsoft 365, including PowerShell, Power Automate, and Power BI.

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

Christopher Wisneski Manager, IT Security & Assurance Svcs, Whittlesey Technology

Christopher Wisneski

Education
• Bachelor of Arts of Psychology, Gordon College, Wenham, MA

Professional Experience
• Manager of Information Security and Assurance Services for 2 years
• IT Auditor with specialties in HIPAA, PCI, Sarbanes-Oxley, GDPR and FFIEC
• Over 20 years of Information Technology experience with a specialty in Cybersecurity.
• Previous role of Deputy Information Security Officer (ISO) for 2500+ Insurance Company

Professional Activities
• Member, Information Systems Audit and Control Association (ISACA)
• Member, Information Systems Security Association (ISSA), Hartford Chapter
• Member, Security Communication Access Network (SCAN-Hartford)
• Member, FBI InfraGard
• Member, TINYg Global Terrorism Information Network
• Instructor, Hartford County Regional Fire School

Presented by: Christopher Wisneski - Manager, IT Security & Assurance Services at Whittlesey Technology

During this session we will define what FTI (Federal Tax Information) data is and how it applies to your organization.  We will discuss the 8 key tenets of safeguarding FTI that the IRS defines; both in-transit and at-rest.  At the end of the session you will leave with sound solutions that ensures your client data and FTI is being stored and transmitted using secure protocols.

9:30am - 10:30am Technology Foundations Track: Become a Super-Hero with Your Accounting Software Recommendations!

James Norton Sr. Manager Accounting Technology Svc, GRF CPAs & Advisors

James Norton

Mr. Norton began his career in public accounting, working on both financial statement audits and individual and business tax filings. During his time in public accounting, he developed a strong affinity for nonprofit organizations and went on to work exclusively in the nonprofit industry for six years. Mr. Norton transitioned to a role in New York City, leading the nonprofit practice and technology division for a small outsourced accounting company.

In additional to various nonprofit board roles, Mr. Norton has held a variety of nonprofit leadership roles ranging from Financial Lead for Meals on Wheels and Interpreting Services programs to CFO of a large regional Chamber of Commerce. During the course of his career, Jim has focused heavily on process improvement through the use of enhanced technology. This led to constructing and leading a multitude of accounting system redesigns or new implementations. Mr. Norton specializes extensively in Sage Intacct and is GRF’s Accounting Technology Services practice lead.

Mr. Norton’s combination of public accounting, private industry, and outsourced internal accounting expertise have afforded him a unique perspective that makes him capable of intimately understanding business challenges from various stakeholders’ perspectives. He helps clients leverage software in developing the creative, functional solutions they need to address their business’ process and reporting challenges.

His primary areas of specialization include nonprofit, boutique fitness, media, and professional service/project-based organizations.

Mark Torello Partner-in-Charge, Whittlesey

Mark Torello

Practices and Industries:
•Small to Medium Sized Businesses (SMB)
•Professional Service organizations
•CPA & Financial firm Technology
•Nonprofit Organizations
•Educational Organizations
•Manufacturing & Distribution
•Healthcare

Professional Experience:
•Partner-in-Charge of firm’s Technology practice made up of three divisions: Cybersecurity Services; Network Services; and Non Profit Services.
•More than 25 years of consulting experience with a specialty in information technology (IT) security.


Education:
•Bachelor of Science in Finance & Banking, University of Bridgeport, Bridgeport, CT
•Computer Science Curriculum – University of Connecticut, Storrs, CT
•Accounting Curriculum – Central CT State University, New Britain, CT

Professional Activities, Awards and Memberships:
•Certified Information Systems Auditor (CISA)
•Certified in Risk & Information Systems Control (CRISC)
•Member, Information Systems Audit and Control Association (ISACA)
•Certified Fraud Examiner (CFE)
•Member, Association of Certified Fraud Examiners (ACFE)
•Chair, CTCPA Technology Committee
•Past Board of Directors, Connecticut Society of Certified Public Accountants (CTCPA)
•Certified Public Accountant (CPA) and member with AICPA
•Certified Information Technology Professional (CITP) with AICPA

Tate Henshaw Xero Ambassador, Xero Accounting Software

Tate Henshaw

Tate has always been obsessed with problem-solving. It led him to major in mathematics at the University of Georgia, which led him to Polay+Clark and now co-founding Arc Management. Whether it’s helping design a proprietary royalty database, integrating a cloud-based merchandise fulfillment system for a Grammy-Winner, or running a Net Present Value calculation on a contract proposal for a NBA All-Star, he’s yet to come across a problem he can’t solve. He brings this love of efficiency to the cloud accounting landscape via custom-curated ecosystem’s for his clients. This results in additional free time for his passion in music and quality time with his wife and two young daughters.

Nicole Ronchetti Senior Technical Consultant-Acumatica, DSD Business Systems

Nicole Ronchetti

Nicole Ronchetti is a Senior Technical Consultant within the Acumatica practice at DSD Business Systems. Prior to her role at DSD, Nicole spent 15 years as an ERP end-user, managing all aspects of their ERP software throughout a thriving organization in the sporting goods industry. In 2010, she chose to focus on consulting full time with an emphasis on development over the last five years.

Moderator: Mark R. Torello, CPA, CFE, CISA, CITP, CRISC - Partner-in-Charge at Whittlesey Technology

Speakers Include:

Jim Norton CPA - Senior Manager, Accounting Technology Services at grf CPAs & Advisors

Tate Henshaw, CFP® - Xero Ambassador and Co-Founder at Arc Business Management

Nicole Ronchetti - Senior Technical Consultant – Acumatica, DSD Business Systems

Be prepared to assist your clients as they ask questions about upsizing, downsizing, or right-sizing their accounting solution. We'll talk about on-premises vs cloud accounting, the next steps for those companies outgrowing very small accounting systems, and which types of businesses should look at niche accounting. We'll share thoughts on several hot button areas such as sales tax, remote bill payments, document management (paperless), and several other integrations that our clients have used to help navigate the prolonged time when many are working from home.

Breakout Session

10:35am - 11:35am Emerging Technology Track: 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 CoinTracker.io

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 Practice Management Track: Adopting Cybersecurity 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 security controls as they relate to business operations and helps to develop recommendations to mitigate risk. In this role, Jeff works with public and private organizations, municipalities and not-for-profits clients on cyber security risk assessments and provides insight and guidance on developing better operational and security practices. He also works with Attorney Generals from several states to provide guidance/support on cyber security matters.

Education and professional involvement
• Master of Business Administration from Boston College, Boston, Massachusetts
• Bachelor of Arts from the University of Vermont
• Certified Information Systems Auditor
• Certified Governance of Enterprise IT
• Information Systems Audit and Control Association
• Government Finance Officers Association of Connecticut

Presented by: Jeff Ziplow, MBA, CISA, CGEIT - Principal, Business Risk Services at CLA (CliftonLarsonAllen LLP)

The COVID pandemic has forced many organizations to work and think differently regarding cybersecurity. However, this also impacts the security and protection of an organization’s information assets.  This webinar will review the current landscape of cybersecurity breaches, address security protocols that should be implemented and protocols to adopt to enhance cyber hygiene practices.

Learning Objectives:
1. Explain how and why attackers are targeting various organizations
2. Identify common cyber hygiene weaknesses
3. Understand the implications of a data breach
4. Learn about adopting and implementing better cyber hygiene practices

10:35am - 11:35am Technology Foundations Track: 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

Technology has changed so why haven’t we changed the way we budget and track our technology dollars? This session will focus on 1) the evolution of technology spending over the past few years 2) an updated model for tracking what matters 3) budgeting for the technology that will make the biggest impact on your firm.

Optional Session

11:35am - 11:50am Vendor Demos

Vendor Demos are optional and will be held via Zoom - anyone who attends a demo will be entered into the conference raffle.

Specific product demo's will be announced soon and you will have the ability to select which you would like to attend on that day.

General Session

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

Kacee Johnson Senior Director Strategy & Innovation, CPA.com

Kacee Johnson

In 2018 Kacee joined the CPA.com 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 CPA.com

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