Technology Update (E2105134)

The pandemic has forced change onto our profession, and with that change came massive disruption to how CPAs do business and collaborate with our clients.

Selecting the “right” technologies is a differentiator in an organization’s ability to survive. Some in our profession struggled with client service and 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.

Today's Cybersecurity Landscape
Anthony Mongeluzo - Pro Computer Services

This session will explore the current cybersecurity landscape and what you can do to protect yourself, your company and your clients. Topics include:

• Two-factor authentication
• Strategic use of the cloud
• The difference between backup, disaster recovery and continuity planning

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.