Technology and CPA Succession Planning (E1504049)

Alan Buckwalter is the Founder of Jefric Consulting, LLC, A Small Business Technology consulting firm. Jefric Consulting provides IT consulting services and custom technology solutions for Small Businesses. With nearly 40 years of business and technology experience, he and his staff are uniquely qualified to work with you and understand your company goals, develop and execute a strategy that delivers the results you want in a cost efficient manner. Solutions include Windows Server, E-mail, remote access, mobile computing, office collaboration, disaster recovery and much more. Where appropriate, off-premise “Cloud” solutions are available, reducing the need for onsite office computing equipment. Mr. Buckwalter focuses on helping companies’ value technology as a strategic asset rather than treat is as an ongoing expense. Think of him as your Small Business CIO.

Mr. Buckwalter, has experience as a Member of Technical Staff at ATT Bell Labs, a world class research and technology company; a Quantitative / Financial Strategist at Goldman Sachs, a leading financial services firm; and as a Managing Director of a global team of over 100 people responsible for Global Equity Derivatives Technology and Equities Risk Technology at Bank of America. This makes him uniquely experienced and knowledgeable in cutting edge technologies, and how to best apply them to solving the real world business problems.

Jefric Consulting is a Microsoft Partner, a Microsoft Certified Professional (MCP), a Microsoft Small Business Specialist and a Microsoft Cloud Essentials Partner.

Bill Carlino is a managing director at Whitman Transition Advisors LLC, a national consulting and M&A firm for the CPA profession where for the past 10 years he has overseen M&A activity for the New York/New Jersey and New England Markets. Prior to joining WTA, he served as editor-in-chief and editorial director for the national publication Accounting Today and AccountingToday.com, where he was responsible for all content both in print and online. He has been a frequent industry speaker, presenter and panel moderator and has appeared as an expert commentator on such business channels as CNBC, Reuters, Bloomberg, CNN, the New York Times as well as National Public Radio.