Necessity is the catalyst for change, and 2020 has spurred us to adapt quickly and adopt new technologies we may not have been prepared to embrace. Experts state that as a society we have accelerated our adaption of technology, moving ahead about five years in the last eight months. However, there is so much more we could be utilizing.
Technology can be one of your best tools, your biggest opportunity, or your overwhelming obstacle. There are many now mainstream technologies designed to enable and advance your organization. How do you know what is right for your unique needs? How can you get ahead when you constantly feel as if you are just catching up? How can you best leverage your investment?
The Spark Technology Conference is designed for firms who are ready to embrace newer technologies capable of keeping them competitive in today’s environment. Spark speakers will share real-life examples of how current technology has streamlined processes, reduced risk, created new lines of revenue, and enabled better collaboration and communication between staff and clients.
Are you ready to ignite new ideas and business opportunities into your organization? Join us for Spark and find inspiration to light your way.
There are many now mainstream technologies, designed to enable and advance your organization. How do you know what is right for your unique needs? How can you get ahead when you constantly feel like you are just catching up? How can you best leverage your investment?
Anyone interested in learning about newer technologies that can keep them competitive in today’s environment.
Learn how current technology has streamlined processes, reduced risk, created new lines of revenue, and enabled better collaboration and communication between staff and clients.
This event features reduced virtual-event pricing. Find all events with virtual-event pricing here. For additional discounts, view our Value Programs
Thursday, December 3
The pandemic forced many firms to move into the cloud, and many moved only essential elements into the cloud. If you don’t consider yourself a techie accountant, this session will show you how to look at your firm’s “tech stack” (the apps used for client service and operations) and identify opportunities for innovation, increased integration, and workflow management. Through a hands-on exercise in documenting your own “tech stack,” you’ll identify additional solutions to improve your profitability and quality of service—and perhaps you can also become an innovation advisor to your clients.
As email is becoming out of control and less secure, new methods of communicating are needed for both internal and external firm communication. During this session, you will learn how a small tax firm uses Microsoft Teams for their internal communication and structure as well as how to use it to collaborate with clients.
The nation’s seismic shift to a remote workforce in response to COVID-19 left many companies unprepared and vulnerable to data loss and cybercrime. With experts forecasting 60% of employees will continue working from home for the foreseeable future, businesses need a secure, remote-access technology solution to adapt to today’s “virtual new normal.” Learn why your firm’s IT infrastructure is vulnerable in today’s “new normal” business environment and how to select a secure data hosting platform to support your remote workforce.
Transformation takes shape in phases, and your firm can begin its journey as soon as you are prepared to do so. Today, CPA firms and client organizations are becoming more digital and connected, whether it is to data, tools, people or even experiences. While a fully digital, dynamic audit solution has not yet arrived, there are digital on-ramps for audit and other financial statement services being adopted today that help support a forward-thinking, digital culture and process for your firm. During this session we’ll discuss and demonstrate how a solid technology foundation around your audit and assurance service line can help maximize your ability to deliver high quality, high value audits and insights in the most efficient and effective way possible.
Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds. Experience hands-on lessons from “The Relentless CPA” to create your ideal workflow and optimize your capacity to delight clients with better technology-enabled service.
Data is everywhere, but it’s how we present that data that makes it so valuable. Data storytelling helps connect the dots. The Office of the Washington State Auditor uses charts, graphs, maps, and dashboards with Tableau, Excel, and infographs to make the results from their audits understandable and dynamic.
During this session, you'll learn about:
- How the Office of the Washington State Auditor uses data to tell stories,
- Ways to effectively communicate with data by choosing the right chart, and
- How to drive effective decision making.
Brian Siet, CPA, has extensive experience in sales management, strategic marketing, channel relationship management, and consultation for firms within the tax and accounting profession. Brian is a frequent contributor at National Conferences and online platforms in North America through thought leadership speaking engagements around transformation, automation and workflow.
Brian joined CPA.com in February 2019 as Associate Director, Alliance Management with a primary focus on building long-term value for the organization by providing strategic guidance to the company’s alliance portfolio. In addition, Brian will also be facilitating the Digital Client Advisory Services Roadmap Workshops.
Prior to CPA.com, Brian worked at Wolters Kluwer Tax & Accounting for over 13 years. His career path started with consulting firms on integration of paperless software to managing the Solution Design teams (Sales Engineering), concluding as a Senior Manager in the Strategic Marketing team. Brian’s main focus was building and expanding strategic relationships with professional associations and accounting organizations to drive increased value to individual firms. Brian participated in numerous leadership programs as well as co-led the completion of the organizations first career path program, focusing on development and career advancement.
Prior to joining Wolters Kluwer, he spent eight years at CBIZ Tofias. At CBIZ Tofias, Brian supervised multiple staff accountants on audit and tax projects, and he was heavily involved in firm and talent development.
Brian has a Bachelor of Science Degree Cum Laude in Business Administration concentration Accounting Administration from Northeastern University in Boston, MA. He lives in Massachusetts with his wife, three children and dog, Pepper.
Byron started his career in 1999 as a public practicing CPA. He eventually embraced his passion for technology and merged it with his experiences in public accounting and transitioned to the IT Director of a mid-sized CPA firm in 2004. Later, in July of 2008, Byron established Simplified Innovations Inc to focus on servicing the needs of CPA Firms, which he sold in 2016. He then lead the CPA industry business development efforts at Network Alliance. In 2019, Byron joined Botkeeper and is currently the VP of Growth & Success, where he works with various teams to help bridge the knowledge gap between accounting and technology. Byron is known nationally as an industry technology leader. Additionally, Byron is a regular speaker at State and National conferences regarding various topics relating to technology in the accounting industry. He has contributed to many industry publications over the years including the co-writer of the Journal of Accountancy Tech Q&A section. Byron has been an active member of the Maryland Association of CPA’s since the beginning of his career. He is one of the founding members and past Chair of the MACPA’s New/Young Professionals Network (NYPN). Byron was the Chairman of the Board of Directors for the MACPA in 2013. In addition, Byron is a member of the innovation task force and has participated in a number of other initiatives over the years. Byron credits much of his professional success to the support and mentorship from the MACPA. Byron has also been actively involved on a national level with the AICPA. He earned the Certified Information Technology Professional credential in 2006 and is currently a member of AICPA Council, PCPS Executive Committee, and was previously a member of the Information Management and Technology Assurance Executive Committee, the Future of Peer Review task force, and the CPA Ambassador program.
Christophe Réglat founded Coaxis, a Florida corporation, based in Tallahassee, in 2002. Coaxis originated as an application service provider (ASP), offering businesses access over the Internet to applications and related services that would otherwise have to be located on their own business computers. ASP has evolved to cloud computing, and more distinctly to managed data hosting services for Coaxis. As President and CEO, Christophe leads the Coaxis team, serving clients in all 50 states, Canada, and India. Coaxis focuses provision of its managed hosting services to the financial, healthcare, criminal justice, and legal professions. The company maintains the highest levels of security and regulatory compliance for these targeted industry sectors through the ownership and operation of Coaxis’ private, single-tenant, data center. The data center features multiple power sources, four generators, four major Internet Service Providers, and has more than 10 levels of security to access the data center. Professionally, Christophe is recognized as an industry expert in managed data hosting and cybersecurity. He is an active Board and Executive Council member for the Florida Technology Council. Christophe serves as a member on the FBI’s Counter-Intelligence Task Force and has been invited to conduct Cybersecurity training with the FBI. Based on the FBI’s recommendation, Christophe serves as the Vice President of the Southeast Chapter of InfraGard. InfraGard is a partnership between the FBI and key members of the private sector which is designed to provide a vehicle for seamless public-private collaboration with government to expedite the timely exchange of information while also promoting mutual learning opportunities relevant to the protection of Critical Infrastructure. Through his leadership and corporate sponsorship, Christophe has been the driving force for the inception, continued success and growth of the Astronaut Challenge, the national STEM competition for middle and high school students, held annually at the Kennedy Space Center. In addition to leading Coaxis, Christophe has over three decades of certification and experience as a commercial pilot. As an avid aviator, Christophe enjoys flying for business and personal trips. He is an avid runner and fitness enthusiast. Prior to founding Coaxis, Christophe worked with Sprint PCS and Ikon Technology Service. Christophe completed his university studies in Marmande, France, majoring in Math, Physics andBiology.
Donny Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, a CPA consultancy focused on organizational development and advisory services for the middle market. An active CPA, Certified Information Technology Professional (CITP), and Chartered Global Management Accountant (CGMA), Donny is a recognized national expert in IT management and international author/speaker on business intelligence initiatives. Donny helps many organizations by bridging accounting and IT to strengthen organizational governance and risk management, improve business processes through IT, and increase the effectiveness of decision-making through business intelligence and evidence-based management. Donny is chairman of the AICPA’s Information Management and Technology Assurance Executive Committee, and former member of its Governing Council and Assurance Services Executive Committee. He has worked on several international collaborations between the AICPA and CIMA related to business intelligence and is also a frequent speaker on how management accountants can help add value to their organizations. Donny was recognized as a Top Thought Leader in Public Accounting by CPA Practice Advisor in 2012, 2013 & 2014, named a Top 100 Most Influential People by Accounting Today in 2013, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, on CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009, and was also a Hawaii Top High Tech Leader in 2004.
Frank Stitely is a CPA and managing partner at Stitely & Karstetter, CPAs. He is also CEO of Clarity Practice Management, a publisher of cloud-based practice management software. Frank has owned his practice for over 29 years and developed Clarity Practice Management over the previous 10 years to serve the needs of both his practice and his clients. His recently published book, The Relentless CPA,“ can be found at CPATrendlines.com.
Prior to joining the IRS, Matthew Gamble worked in the public accounting sector for 7 years where he conducted Client Audits and prepared individual and business tax returns. In 2010, Matt joined the IRS as a Revenue Agent in the Small Business/Self Employed Division before switching over to the Wage and Investment Division. Currently, he is a Senior Analyst with the Return Integrity & Compliance Services and is one of the analysts who oversees the incident management team that handles data theft reported to the IRS. In addition, he is a co-lead for the Security Summit Information Sharing Team and a lead analyst for the Identity Theft Tax Refund Fraud ISAC.
Pat McCarthy is the Washington State Auditor. McCarthy began her career in public service as an elected school board director for the Tacoma School District, a position she held from 1987-1999. She then became the deputy auditor for Pierce County in 1999. She was then elected and served as county auditor in 2002 and 2006. She served from 2003-2008. In 2008, McCarthy was then elected to serve two terms as Pierce County executive, from 2009-2017. As county executive, McCarthy ran the daily operations of the county, including overseeing a $900 million budget and managing 3,000 employees.
Sandra Schneider joined CAMICO as a Claims Specialist in 2013. Before that, she practiced as a litigation attorney for a year. Prior to law school, she was a professional liability underwriter for five years. Schneider holds a Bachelor of Arts degree in International Business and French from Bradley University and a Juris Doctor from the University of Illinois College of Law, and is admitted to practice law in Illinois. She works remotely from Southern California.
For years, Shayna has been providing quality, personalized financial guidance to individuals and businesses. Surrounding herself with a knowledgeable team, the expertise ranges from basic tax management, accounting, and payroll services to more in-depth services such as financial statements, planning, and accounting technology services. In addition to her CPA, Shayna is a CITP (Certified Information Technology Professional) and a CGMA (Certified Global Management Accountant). She also has obtained the Series 7 and 66. She uses these designations to work with small businesses to help them succeed.
Deeply believing in giving back, she not only works diligently in her CPA firm but sits on several non-profit and advisory boards to make her community a better place. Currently, she sits on the Advisory Board for the Marshall University Lewis College of Business Accounting Department and is the Vice President of The Holzer Heritage Foundation Board. She is a past board member of the Gallipolis Junior Women’s Club, the Downtown Revitalization Board, and the Gallipolis Historical Preservation Board among other organizations.
Shayna has twice received the CPA Practice Advisor’s 40 Under 40 honor and twice selected as one of CPA Practice Advisor’s Most Powerful Women in Accounting. She contributes to articles regarding tax, accounting, technology, and small business issues regularly and also blogs regarding these issues.
Tania Fleming is a performance auditor for the Office of the Washington State Auditor. She’s worked to improve and inform changes to government and statewide policy in areas such as the cost of public records requests, higher education performance measures, the impartiality of administrative judges, and others. Tania specializes in turning complex information into something that’s easy to digest. She has a Master’s in Public Administration and a certificate in Data Visualization from the University of Washington.
Non-Member Price $359.00
Member Price $259.00