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Tuesday, October 9, 2018 Webcast

How to Monetize Technology in the Profession (E1810634)

10:00 AM - 11:45 AM EDT

Registration: 9:45 AM EDT

Webcast


2 CPE Credits in SK

OVERVIEW

Successful firms use collaborative technologies in operations and client services and these firms are becoming tech experts in the process. Discover the ways your firm can take their internal tech savvy and monetize it in the form of service offerings.

HIGHLIGHTS

Discussion Topics:
  • Take tech advisory services beyond the finance function and into the full spectrum of collaborative business tools
  • Learn about one of the hottest and easiest ways to monetize tech expertise—AICPA’s new SOC for cybersecurity service
  • Expand your service offerings from accounting specific tools like Intacct, Bill.com, QuickBooks Online and Xero to business collaboration tools like Box, DocuSign and Microsoft 365 platform
  • Build service offerings around collaborative technology and turn internal tech expertise into brand value for your firm
Sponsored in conjunction with PICPA
PICPA

COURSE LEVEL

Basic

INSTRUCTOR

James Bourke

James C. Bourke, CPA, CITP, CFF, CGMA

Shareholder & Director

WithumSmith+Brown

Jim is a partner at WithumSmith+Brown, where he serves as director of firm technology and managing director of advisory services. He is a frequent speaker at many international accounting and trade associations, such as the American Institute of CPAs (AICPA), the Chartered Institute of Management Accountants (CIMA) and state CPA societies, as well as industry technology organizations, incubators, accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services. Jim is also global advisory and technology leader for HLB International. He is a past president of the NJCPA and past board and council member for the Association of International Certified Professional Accountants.