View Details/Register
View Details/Register
View Details/Register
View Details/Register
View Details/Register
View Details/Register
CPA - small firm
CPA - medium firm
CPA - large firm
The accounting profession, known for its meticulous nature in creating balanced transactions, finds itself in an intriguing position — its own balancing act. Accounting firms must decide whether to use solutions that deliver timely insight and accuracy or stick with the familiarity of more traditional tools.
Alliance powerhouses Angie Grissom, of Rainmaker Alliance; Mike Maksymiw, of Aprio Firm Alliance; and Geni Whitehouse, of Information Technology Alliance (ITA) will discuss weighing tradeoffs between attention to clients and adopting automation technology.
Learning Objectives:
- Determine how automation can be used as a tool for equilibrium
- Recognize how you can have advanced efficiency and effectiveness by harmonizing rapid digital advancements with the human element of CPA work
- Identify how to balance tradition with innovation, precision, and creativity
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Sponsor
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.