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Course participants who complete the survey will receive a free copy of the 2nd Annual Accounting Firm Operations and Technology Survey eBook in February 2015, a $495 value. The eBook will lend insight, reassurance and peace-of-mind for partners are making operational and technology decisions. 
Cost Free   CPE Credits 1.0 hour   Subject AreaMarketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?CPA - small firm
CPA - medium firm
Course Description

This presentation will be led by the survey’s founding team, Randy Johnston, President, Network Management Group, Inc., and Leslie Garrett, PhD, CEO of Insight Research Group.

This course will explore key findings from the Accounting Firm Operations and Technology Survey. This survey, the most complete operational and technology survey in the accounting profession, has produced actionable items and insights that are not available from any other source. The survey questions have been vetted through an executive board comprised of the industry’s most highly respected thought-leaders:
• Doug Sleeter, CEO, Sleeter Group
• Darren Root, CPA.CITP, CEO RootWorks
• Rick Richardson, CPA.CITP, CGMA, CEO Richardson Media & Technologies, LLC

This course will explore key survey findings in these areas:
• Practice Management
• Application Software
• Technology Management
• Remote Access/Internet/Telecommunications
• Technology Spending, Decision-making, Annoyances and Trends
• File and Data Storage/Management
• Operating Systems
• Computer Hardware

Learning Objectives

  • key findings and select survey results from the Accounting Firm Operations and Technology Survey

  • how to leverage the Accounting Firm Operations and Technology Survey eBook to gain insight, reassurance and peace-of-mind when partners are making operational and technology decisions.

Irg Linkedin

Leslie Garrett, PhD, is the CEO and founder of Insight Research Group, a company dedicated to delivering powerful industry-precise surveys and research data analysis. Leslie serves Edge Marketing, Inc. as a marketing executive and industry analyst with expertise in marketing, public relations, search engine optimization, lead generation, and management. She is instrumental in leading Edge’s corporate consulting and Search Engine Optimization website analytics services, and has experience serving in the accounting and legal industries.

Prior to joining Edge, Leslie served as an executive in marketing and management positions in industry and taught marketing and management at the University of Saint Thomas in Saint Paul, Minnesota and at Saint Cloud State University in Saint Cloud, Minnesota.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc 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:

About our sponsor

At CPAacademy, we believe in the utilization of free live online education to support our clients in maximizing exposure and selling their professional services. As the accounting industry’s most innovative independent source for online education, the strength of comes from our community of presenters and sponsors.