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Tuesday, October 27, 2020 Webcast

Emerging Technologies Conference (E2010320)

8:00 AM - 12:00 PM EDT

Registration: 7:45 AM EDT

webcast

Webcast

4.0 CPE Credits in SK

OVERVIEW

Explore some of the latest digital advances that have the potential to boost efficiency, decrease errors, safeguard integrity and generate new insights on accounting and tax work. Join us to discuss accounting transformations, including processes, software, trends and more.

DESIGNED FOR

CPAs and financial professionals who want to utilize new technology to impact their practice.

HIGHLIGHTS

Session I
Blockchain and Crypto Update
Mark W. Eckerle, CPA – WithumSmith+Brown
Dr. Sean D. Stein Smith CPA, CFE, CGMA, CMA – Lehman College

Explore emerging topics and trends in the blockchain and crypto-asset space, including:
  • The continuing shift from permissionless to permissioned blockchains
  • The growing interest in stablecoins and other stabilized crypto-assets
  • The potential rise of CBDCs, from an informational point of view as well as key issues for practitioners
  • What to tell clients in the face of a lack of accounting guidance
Session II
Not Quite a Revolution, a Consistent Evolution
Karolis Matulis, CPA, CVA - WilkinGuttenplan
Drastic evolutionary developments in tax preparation technology are seemingly rare, but the software programs are generally sufficient for quick and accurate returns. However, emerging technological developments are focused on the peripheral processes and the way humans interact with core technologies. This session will discuss:
  • Changes in the way CPAs obtain information from clients, transform the information for input and deliver the output to clients
  • The functionality that currently is — and is not — available from off-the-shelf tax software
  • How CPAs can fill the gaps by creating their own automation tools
Session III
Driving Business Value Using Robotic Process Automation (RPA)
Gregory Fritsky - EisnerAmper LLP
Emerging technologies offer a wealth of opportunities for accounting professionals to rethink and reshape the way they perform day-to-day activities. This discussion will focus on how new technologies such as RPA are being deployed in various industries and how they can be used to automate business processes, enhance controls and produce better outcomes. Learn how to:
  • Identify and understand emerging technologies driving digital transformation including key products and solutions
  • Recognize how these technologies are transforming and improving business processes in various industries and functions
  • Explain and evangelize this technology to others to begin a digital transformation journey
Session IV
Using Modern Data Analytics Tools for Better Insights
Jesse M. Herschbein, CGMA, CPA – Prager Metis CPAs LLC
Using data analytics tools can help make engagements more effective and more efficient. This session will explore different ways to produce more accurate and insightful data and enable better decision making. Learn how to:
  • Enhance assurance engagements by looking deeper into the data to identify risk areas and compliance with systems
  • Improve understanding in advisory engagements by allowing new technology to give a better perspective on historical trends and current transactions
  • Produce more accurate forecasts and projections with better normalization of activity
  • Provide more comfort to CFOs and controllers by flagging unusual or unauthorized transactions
  • Generate timely management reporting that is easier to read and allows for better decision making

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Mark Eckerle

Mark W. Eckerle, CPA

Manager

WithumSmith+Brown

Mark is a Supervisor at WithumSmith+Brown and an active member of the firm's Technology and Emerging Growth Services Group and the firm's Team Leader for their Digital Currency and Blockchain Niche providing audit, tax, and advisory services to clients within the industry.

Mark is also a Principal at Account Vision LLC overseeing and performing various functions including tax preparation, consulting, bookkeeping, among other services across a variety of industries.

Gregory Fritsky

Gregory Fritsky

Practice Director

EisnerAmper LLP

Greg Fritsky is the National Director of Robotics, AI and Data Analytics within Process, Risk, and Technology Solutions (PRTS). He has over 25 years of consulting, technology, and internal audit experience. Greg serves as the robotics and intelligent automation leader internally and externally. He works with clients to enhance their business performance, making complex and challenging business processes into reliable and efficient activities.

Prior to joining the firm, Greg was the Director of Process Transformation for a technology company focused on robotics process automation (RPA) software, and served as the company's intelligent automation thought leader for the North American market evangelizing robotics process automation, artificial intelligence and data analytics. As a financial process thought leader who combines deep understanding of business process technology with experience as a Big 4 auditor and financial accountant, he now works closely with client executives and senior leadership of leading organizations to provide insight and recommendations to achieve measurable results.

Greg is an industry thought leader and frequent speaker at events. He has presented on various topics, including digital transformation of accounting, enhancing governance and controls with robotics, new accounting skills and digital auditing and intelligent automation.

Jesse Herschbein

Jesse M. Herschbein, CPA, CGMA

Manager - Assurance

Prager Metis CPAs, LLC

Jesse M. Herschbein, CPA of Prager Metis CPAs in Hackensack, NJ, is a New Jersey CPA with more than 20 years of combined public and private accounting experience in a range of industries, including manufacturing, wholesale and distribution, advertising and public relations, construction, real estate, and emerging technology companies. Jesse specializes in audit, review and compilation engagements for privately held clients throughout the New Jersey and Metro-New York areas. He also has extensive experience in the development of his clients’ internal operations and processes, enhancing efficiency, customer satisfaction and profitability. He is an active member if the American Institute of CPAs and the New Jersey Society of CPAs, where he has served on the Board of the Essex Chapter for more than a decade. Jesse is a past member of the Emerging Leaders Council (formerly Young CPAs Council) and Social Networking Workgroup. He has spoken on behalf of the accounting profession to various audiences at local high schools and universities and has contributed to articles in NJBIZ magazine. Mr. Herschbein received his Bachelor of Science degree in Accounting from William Paterson College.

Karolis Matulis

Karolis Matulis, CPA, CVA

Supervisor

WilkinGuttenplan

Karolis Matulis, a Supervisor at WilkinGuttenplan, has been with the firm since 2013. Karolis’ focus areas include real estate taxation and planning, transactional planning, business valuations, litigation support, and technology implementation. The range of focus areas allows Karolis to contribute unique professional expertise for a variety of problems.

Karolis is the chair of the firm’s Innovation Council and has overseen multiple automation projects.

Sean Stein Smith

Sean D. Stein Smith, CPA, CFE, CGMA, CMA

Assistant Professor

Lehman College

Dr. Sean Stein Smith, DBA, CPA, CMA, CGMA, CFE Dr. Sean Stein Smith is an expert and sought-after speaker, focusing on the intersection of financial services, blockchain, and cryptocurrencies. He is a regular contributor to IBM’s Blockchain Unleashed website, analyzing applications for blockchain technology on business at large, as well as being a regular expert guest on China Global TV Network discussing blockchain and related applications. He is licensed as a CPA in New Jersey. Sean is a member of the Advisory Board for the Wall Street Blockchain Alliance, which coordinates with the AICPA in developing standards and reporting frameworks in this emerging area. Sean continuously works with, and consults for, the AICPA and several professional training organizations in the creation and delivery of blockchain and cryptocurrency related content. Additionally, his analysis and thought leadership in the blockchain and cryptocurrency area has been featured in dozens of articles, including a 2018 feature article in the CPA Journal. Sean has given dozens of presentations of blockchain technology, both domestically and internationally. He is currently under contract to publish two books focusing on blockchain applications for financial services and other industry sectors.

PRICING

$149.00 - Member

$249.00 - Non Member

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Note: Online pre-registration will close on October 27 at 8:00 AM.

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