2021 Technology Series: IT Considerations in M&A

Date: Thursday, July 08, 2021
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Right Networks
Objective: Participants will learn key elements to consider regarding technology when exploring mergers or acquisitions for their firms.
Field of Study: Information Technology
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
IMPORTANT NOTE:
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Course Description
Information technology impacts every aspect of accounting in cooperatives yet is often an afterthought when considering a merger or acquisition. Roman will share real-world examples of successful and unsuccessful merger integrations including “gotcha” spoilers that could have easily been avoided.

If your organization or firm is looking to merge or stack your deck to be successfully acquired, this session is for you. Roman will help you build your M&A checklist of IT considerations and what to confirm before you sign on the bottom line.

This CLN is part of the 2021 Technology Series with Roman Kepczyk, CPA.CITP, CGMA, PAFM

The Technology Series will include SIX educational 60-minute sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Right Networks. Topics include Your Tax Season Debrief, Strategic Technology Outlook, Remote Work / Collaboration, CAAS Transformation, IT Considerations in M&A, and Annual Security Update. All registered guests will receive links to view the replays, so you can still have access to all content, even if you miss a live broadcast. We hope you will join us!

The entire series can be purchased at a discount for:
Free for Members / $225.00 for Non-Members /
Register for the entire series

Presenter and Moderator Bios
Roman H. Kepczyk, CPA.CITP, CGMA, PAFM 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 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.

Cost
Free for NSAC Members / $56.00 for Non-Members

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.