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Wednesday, May 5, 2021 Webcast Replay

Technology Update (E2105134)

12:00 PM - 3:00 PM EDT


3.0 CPE Credits in SK


Explore technology's role in the continuity and survival of our profession, and learn the latest in today's cybersecurity landscape.


Stay abreast of important technology and cybersecurity events and advancements


Technology’s Role in the Continuity and Survival of our Profession
James C. Bourke, CPA, CITP, CFF, CGMA - Withum

The pandemic has forced change onto our profession, and with that change came massive disruption to how CPAs do business and collaborate with our clients.

Selecting the “right” technologies is a differentiator in an organization’s ability to survive. Some in our profession struggled with client service and encountered challenges with a remote workforce while others did not miss a beat.

Jim will share his perspective on what he witnessed during 2020 the good and the bad – and he’ll share some of the best practices for technology in our space.

As bad as the pandemic was and continues to be, Jim will share the silver lining that organizations should be capitalizing on to not only drive revenue and growth, but, more importantly, to drive client confidence in us as their trusted advisors.

You’ll walk away from this session with a new appreciation and awareness about some of the unique technologies that are ready to take our profession to the next level as well a clear directive to your IT support personnel on the technologies and platforms that should currently be under consideration to allow your practice to function whether your staff are working in the office or working remotely.

Today's Cybersecurity Landscape
Anthony Mongeluzo - Pro Computer Services

This session will explore the current cybersecurity landscape and what you can do to protect yourself, your company and your clients. Topics include:

  • Two-factor authentication
  • Strategic use of the cloud
  • The difference between backup, disaster recovery and continuity planning








Season Pass holders must register for each event.

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.


James Bourke

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

Shareholder & Director


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.

Anthony Mongeluzo

Anthony Mongeluzo


Pro Computer Service

Anthony is a serial entrepreneur, computer expert and president/CEO of PCS, LLC, an IT service and support company that provides managed technology solutions for organizations in five states (New Jersey, Pennsylvania, Delaware and Maryland). Local and national media have consistently rated PCS as one of the fastest-growing firms in the country. He owns four other technology companies and cruises to meetings daily in the Tech Tank, a one-of-a-kind mobile office. Anthony is FOX-TV’s IT expert in Philadelphia. National, regional and local media frequently call upon him for his expertise and opinion on IT and small-business issues. Previously, he was a computer technician, earning more than 10 industry certifications from both Microsoft and CompTIA.


$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

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