Presentations/Programs
(Find out more: Email us!)
Roman H. Kepczyk, CPA has
presented hundreds of programs to firms and associations of all sizes
including the AICPA and the Association for Accounting Administration.
He is regarded as one of the most entertaining, knowledgeable, and most
importantly - understandable technology speakers
throughout the industry. He brings with him 22 years of CPA firm experience where
he was a technology consultant and administrative partner. InfoTech
Partners will custom design a program to meet your specific requirements.
Find out when we will be in YOUR area.
008: From Gadget With Love: Whether
auditing international crime syndicates, transferring files between
clients, or communicating back to the office, today's technology
tools and gadgets make organizations more effective. Learn
about the latest and greatest gizmos from CITP008 that you will find
throughout your office, inside your briefcase and beyond your
imagination.
CPA Firm Digital Best Practices: This
session will explore the tools and technologies that comprise
today’s state of the art CPA firm. It will offer a unique look at
the digital tools that will shape our future from the viewpoint of
one of the accounting industry’s leading technology consultants. Be
prepared to learn how to transition your firm successfully to a
digital environment, manage your knowledge more effectively in a
“less paper” world, and access firm resources at your fingertips
from any place, at any time.
AICPA Top Ten
Technologies:
Each year hundreds of CPAs and technology experts converge virtually
to assemble a listing of the most important technologies to impact
you and your organization in the year ahead. This session will provide you with an
understanding of those technologies as well as emerging items on the
horizon.
Must-Have Tools To
Be An Effective Mobile Professional: Just how many gadgets are worthwhile? Learn which
tools you must have to be productive while on the road or at home,
and which ones to avoid. Get straight answers on personal
productivity tools, securing your remote environment, connecting to
the office, collaborating with employees working out of the office,
and much more. Includes future techs you need to be aware of as well
as straight forward tips on optimizing your home computing
experience.
Strategic
Technology Management:
Optimizing technology processes and practices within a CPA firm
takes planning and commitment. Walk through the step-by-step
process used by 100's of firms to successfully design and implement
their technology plan and budget as well as the resources and people
that will be required. Learn and discuss the five core issues
impacting every CPA firm and discuss today's recommended solutions.
Document
Management: Understand the process and criteria by which firms
are selecting a document management application. Learn about
today's best practices as well as what pitfalls to avoid. In
addition to dealing with the cultural issues of changing to a
digital environment, your paperless success will be dependent on
understanding the five classifications of document management
applications and determining which is best for you and your client
base.
Intranets,
Extranets, Knowledge
Management: As the author of the AICPA MAP Handbook chapter on
KM, Roman did extensive research on how CPA Firms really manage their
information. This session discusses the different ways that CPAs manage
digital data today and in the future.
Security and
Privacy: Is a concern for every firm as it is more difficult than
ever to lock down your firm and protect it from prying eyes. This
session discusses the critical physical controls (firewall/security
systems) as well as application controls (virus and security patches).
Effective Internet for
CPAs: The Internet continues to grow in importance in the management
of today's firm. Not only research, but the effective use of intranets
and extranets, will make the Internet one of your most vital resources
in the future. This program reviews a variety of sites that are important
to each part of your practice.
Speaker Honorarium:
The fee for up to two 100-minute presentations is $4,000 plus
travel expenses. If you would like us to present a third
session the fee would be an additional $1,000. If you would like us to
develop a custom program, please contact us directly at (480)
706-1728 or via email:
ITPartner@itpna.com.
In Your Area:
Current listing of scheduled programs/visits:
January 7-8,
2008: Consumer Electronics Show, Las Vegas, Nevada
January 16-18,
2008: The Growth Partnership Management Summit, Las Vegas, Nevada
January 24,
2008 AAA Emerging Technologies Webcast
February 6, 2008: AAA Washington
Chapter Security Webcast
March 18, 2008: Illinois CPA
Society Controllers Conference, Rosemont, Illinois
March 20, 2008: Indiana CPA Society
Controllers Conference, Carmel, Indiana
March 28, 2008: Texas Society of
CPAs Controller Conference, Dallas, Texas
April 2-3,
2008: New Horizons Group Network Meeting, Manhattan, New York
May 2-3, 2008:
AICPA PCPS Executive Committee, Las Vegas, Nevada
May 4-7, 2008:
AICPA Practitioners Symposium, Las Vegas, Nevada
May 8-9, 2008: AAA Board Meeting,
Louisville, Kentucky
May 15-16, 2008: Alliott Group
North America, Vancouver, Canada
May 19, 2008:
PKF Managing Partners Conference, Scottsdale, Arizona
May 21, 2008: AAA Baltimore
Chapter, Towson, Maryland
June 9-11, 2008: AICPA TECH Conference, Las
Vegas, Nevada
June 16-17,
2008:
AAA Accounting Technology Administrators Fly-In, Dallas, Texas
June 18-20,
2008:
AAA National Symposium, Dallas, Texas
July 22, 2008: CPA Associates
Technology Fly-In
August 4-5, 2008: NSAC National
Conference, St. Louis, Missouri
August 11-12,
2008: AICPA PCPS Executive Committee, Bar Harbor, Maine
September 22, 2008: AAA
Regional Conference-Maine
September 23, 2008: AAA New England
Chapter-Massachusetts
September 24, 2008: AAA New Jersey
Chapter Regional Conference
October 17-18,
2008: AAA Board Meeting, Las Vegas, Nevada
November 7, 2008: AAA Texas Chapter
Regional Conference
November 11, 2008: AAA Florida
Chapter Regional Conference
