K2's CPA Firm Update
Online
2.00 Credits
Member Price $79.00
Price will increase by $10 after 8/12
Non-Member Price $114.00
Price will increase by $10 after 8/12
Overview
In a rapidly evolving public practice accounting landscape, K2’s CPA Firm Update continues to be your essential guide to staying ahead. This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management, and client service excellence, this year’s update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA), and workflow optimization tools. Gain clarity on significant trends and how they affect your firm’s strategy, enabling you to make well-informed decisions for sustainable growth.
Objectives
- Understand supplier and market changes impacting the profession
- Compare and assess software solutions for various service lines and specialties
- Explore emerging technologies that enhance efficiency and deliver competitive advantages
- Select the most suitable technology stack for your firm's long-term success
Highlights
- AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries.
- Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics
- Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations
- Optimal technology stacks to enhance firm productivity, efficiency, and profitability
- Cybersecurity advancements. Proactive approaches to safeguarding client and firm data
Designed For
This course is indispensable for partners, managers, and IT professionals in CPA firms responsible for adopting and managing innovative applications and strategies
Prerequisites
None
Preparation
None
Notice
To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.
Leader(s):
Leader Bios
Brian Tankersley, Director of Strategic Relationships, K2 Enterprises, LLC
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.
Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.
Brian and his family make their home in Farragut, Tennessee.
Non-Member Price $114.00
Member Price $79.00