2025 Accounting Technology Conference Morning Sessions
Available Until
Online
4.20 Credits
Member Price $199.00
Non-Member Price $249.00
Overview
Sessions covered in this On-Demand replay of the Accounting Technology Conference:
Technology Update: Emerging Trends That Matter
Dive into the pivotal technology trends reshaping the accounting profession. This session will cover an extensive range of topics, including cloud computing, big data, data analytics, artificial intelligence (AI), cryptocurrency, blockchain technology and the metaverse. You will also get an update on the current market for cloud-based accounting/ERP and personal productivity software. Designed for forward-thinking professionals, this session offers insights into how these technologies impact your business, your firm, your clients, and most importantly, your career. Stay ahead in your field by understanding these emerging technologies and their practical applications in business.
Microsoft 365: Supercharging CPA Productivity
Unlock the full potential of Microsoft 365 in this dynamic breakout session tailored for CPAs across diverse specialties, including tax, auditing, technology, wealth advising, and more. You will learn to uncover the hidden gems of Microsoft 365 that can elevate your productivity and streamline your processes. Learn practical tips and innovative strategies to leverage the suite's powerful tools more effectively, ensuring you get the most out of your daily software use. Whether you're looking to enhance collaboration or optimize task management, this session will equip you with the knowledge to transform your practice.
AI-Powered Excel: Transforming Workflows With Copilot
This session provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling you to accomplish tasks faster, more accurately, and with less manual effort. Whether you're a seasoned Excel user or just beginning your journey, this session will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you will see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights.
NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Leader(s):
Leader Bios
Bryan Smith, Owner, DataSmith Pro, LLC
Bryan is the owner of DataSmith Pro, LLC, a company that helps accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.
Bryan has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), he has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses. He has also worked with multiple organizations to train and coach staff on proper data analysis techniques.
Bryan holds a Master of Science of Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.
Highlights
- Owner of DataSmithPro, LLC
- Co-founder of CPA Crossings, LLC
- Strategic technology advisor to CPAs w/40 years of experience
- Nationally recognized author and presenter on CPA technology
- Extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate
- As a Certified Information Systems Auditor (CISA), spent a considerable amount of time auditing and validating thousands of Excel spreadsheets
- Developed various data analysis and Microsoft Power Bi course and has worked with multiple organizations to train and coach staff on proper data analysis techniques
- Masters of Science in Information Assurance (MSIA)
John Higgins, Strategic Technology Advisor, Higgins Advisory LLC
John is the co-founder of CPA Crossings, LLC, which specializes in helping accounting, tax and financial professionals to leverage technology. John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. This aids them in the transformation to a digital practice model that features paperless processes and leverages cloud computing. In 2015, John established CPA Crossings’ new Cloud Accounting Learning Center. This is a comprehensive knowledgebase of training, information and consulting services that is designed to help CPAs make the transformation to delivering client accounting services through the use of cloud based accounting systems and other tools. This is the new accounting services paradigm for the 21st century, and John is regarded as a foremost authority on how CPAs can seize the opportunity. John recently co-authored Ten Steps to a Digital Practice in the Cloud, published by the AICPA. This book provides CPAs with a strategic roadmap for taking their firms online by leveraging cloud computing. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country.
Non-Member Price $249.00
Member Price $199.00