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Self-Study CPE
CREATING AN INNOVATION STRATEGY FOR ACCOUNTING FIRMS
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GROWING FROM 0-100 CLIENTS, OVERCOMING HURDLES AT EACH STAGE
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PRACTICAL GUIDE TO CPA RISK MANAGEMENT: 2018-19 UPDATE
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Free cpe webinars
Transitioning from Compliance to Advisory

TRANSITIONING FROM COMPLIANCE TO ADVISORY

Available Date(s)
Thursday, August 29, 2019: 11:00AM EDT

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

The writing is on the wall: traditional compliance services are being disintermediated by advancements in information technology. Firms need to transition to a more consultative focus if they want to grow and thrive in the future.

Roman will present a number of approaches and resources to support this conclusion as well as how to effectively transition your firm and personnel to being their client’s “trusted business advisor.”

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Roman H. Kepczyk, CPA.CITP, CGMA

Right Networks
Director of Firm Technology Strategy
roman@rightnetworks.com
(678) 495-0508

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Roman H. Kepczyk, CPA is Director of Firm Technology Strategy for Right Networks.  His primary focus is helping firms throughout North America effectively use information technology and accounting applications by optimizing their tax, audit and administrative production workflows.  
 
He has spent the past twenty-two years consulting exclusively with CPA firms and prior to that, ten years with the CPA firm of Henry & Horne, (Arizona’s largest regional firm) where he was the partner in charge of the firm's Management Advisory Services and Consulting practices.  Roman also served as the firm’s Administrative partner where he oversaw Internal Accounting, Marketing, Human Resources, and was responsible for the creation and implementation of the firm's technology plan and budget.
 
He is member of AICPA Council, a former member of the AICPA PCPS Executive Committee and a former Chairman of the AICPA's Information Technology Executive Committee.  He has served as a member of other AICPA initiatives, including the Special Committee on Enhanced Business Reporting, eBusiness Task Force, IT Best Practices, IT Research, IT Practices Committees, and Group of 100 projects. In addition, he is a former Chairman of the AICPA Top Technologies Task Force

Roman was named by INSIDE Public Accounting as one of the profession’s Most Recommended Consultants for each of the years from 2005 through 2017, CPA Practice Advisors Top 25 Thought Leaders from 2011 through 2019, and Accounting Today’s Most Influential People in Accounting thirteen times. 

Roman is also an Advisory Board Member to the CPA Firm Management Association (formerly the Association for Accounting Administration) and has served on the Board of Directors of the Arizona Society of CPAs.

He also authored “Quantum of Paperless: Partners Guide to CPA Firm Optimization” which outlines 32 key CPA best practices.

On a technical level, Roman is an AICPA Certified Information Technology Professional (CITP) and a Certified Lean Six Sigma Black Belt (LSS BB). He authored technology chapters for the PPC MAP Handbook, PPC Guide to Paperless Engagements, and sections of the AICPA MAP Handbook.  He is also a regular contributor of articles to the AICPA PCPS, CPA Practice Advisor, Thomson Reuters Audit and Accounting publications and the CPA Firm Management Association’s newsletters.

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About Our Presenter

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Trusted World-Wide, Right Networks is the leading provider of hosted applications for small business accounting firms. Right Networks hosts data and applications for a rapidly-growing client base ranging from Fortune 10 companies and large not-for-profit organizations to sole proprietorships and individuals. Authorized by major corporations and acclaimed by industry leaders, Right Networks is the right choice to move your organization into the cloud easily, reliably, and securely.