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Archived Version: Firm Operations Series: Managing Information Technology in Accounting Firms

Tue, May 1, 2018 2:01 PM EDT{LOCAL_TZ}

Firm Operations Series: Managing Information Technology in Accounting Firms.

In a recent survey, almost 70% of firms cited keeping up with technology as a top challenge. Unfortunately, firms that don’t maintain up-to-date technology often find themselves struggling to compete with firms that do. Part one of our Firm Operations Series, this session will cover information technology topics, including:

  • Security – Practical tips for keeping your client and firm data safe
  • Business Intelligence – Useful examples of reporting tools and processes
  • Technology Planning – Real-world advice for using technology to spur growth and transformation

Improving firm operations can help firms grow profits and add value to client relationships. Don’t overlook this critical component of your firm’s well-being.

Program level: Basic (no prerequisites required).

Receive 1 hour of free CPE credit for participating in this live webcast.

Please test your system for webcast compatibility by clicking here.

Presented by:
  
 Craig Rhinehart
Chief Information Officer
Robinson Grimes & Company, P.C.


Craig Rhinehart is the Chief Information Officer at Robinson Grimes & Company, where he specializes in IT administration, security and data protection. Robinson Grimes & Company is a full service accounting and consulting firm based in Columbus, Georgia.
   
 Nake Sekander
Product Manager
Wolters Kluwer Tax and Accounting North America


Nake Sekander is the Product Manager for CCH Axcess Reports, OIP, Data Axcess, and Mobile. He is a self-proclaimed data junkie and enjoys converting accountants away from Excel (when applicable!) into more modern data visualization trends. Nake lives in Dallas with his wife, and three sons.
   
Moderator:
  
 Gail Perry
Editor-in-Chief
CPA Practice Advisor


Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsors for supporting this educational session:

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110

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