Complimentary for Members

July 17, 2025

Live Webcast

NYSED 1

Leveraging Technology - Lessons Learned from the Best Firms for Technology Tech Session Webinar

July 17, 2025
Live Webcast
NYSED 1

  • Instructor

    Chris
    Gaetano

  • Key technology-driven strategies employed by top-performing small accounting firms.
  • Practical tools and automation solutions for firm administration.
  • Actionable roadmap development to integrate technology into your firm’s operations.

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Discover key technology-driven strategies employed by top-performing small accounting firms to enhance efficiency, client service, and scalability.
  • Evaluate practical tools and automation solutions for firm administration (e.g., workflow management, client portals) and professional services (e.g., AI-powered tax prep, cloud auditing).
  • Develop an actionable roadmap to integrate technology into your firm’s operations, addressing staffing gaps and positioning for sustainable growth.

Major Topics

  • Key technology-driven strategies employed by top-performing small accounting firms.
  • Practical tools and automation solutions for firm administration.
  • Actionable roadmap development to integrate technology into your firm’s operations.

CPE Credits Available

NYSED 1
1
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Advisory Services (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Chief Executives, Managing Partners and future administrators of Small Public Accounting Firms

Provider

Foundation for Accounting Education

This event has ended.