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Techroadmap sageworks


Cost Free   CPE Credits 1.0 hour   Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm 
Course Description

For many accountants and business advisors, technology change can be overwhelming. Even after leadership acknowledges a need for technological improvements, it can nonetheless be difficult to determine the “what” and the “how” of new solutions. Sageworks has partnered with industry thought leaders and technology experts to provide practical advice for selecting your new tech.

Learning Objectives

  • Beginning to navigate technology choices.

  • Identifying which technologies are best suited for the challenges facing firms.

  • Ensuring the selected solutions work for your firm.


"Great technology."

Josh McNight

Sageworks, Inc.
Account Executive

(866) 603-7029

Sageworks logo Linkedin

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. (Sponsor Id#: 111889) 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:

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211