General Session 1 | 8:00-9:00 am
Ryan Harrington
Tech Impact
GS1: AI and our Ethical Responsibility
As generative AI technologies have become more readily available, organizations are uniquely positioned to harness their immense potential to broaden their impact on communities. As organizations begin to integrate generative AI into their work, it will be important for them to be thoughtful about the ethical implications of the tools and the impacts that they may have on their communities.
In this session, our subject matter expert explores the complexities of ethical data use in the fast-evolving landscape of artificial intelligence tools and the guardrails we should consider when engaging with AI to ensure we do so in an ethical, responsible, and safe way.
Field of Study: Ethics
Learn more about Ryan
Ryan Harrington
Tech Impact
Ryan Harrington is the Managing Director for the Data Innovation Lab (DIL) at Tech Impact where he focuses on developing data science projects for social good. Previously, Ryan was the lead data scientist at CompassRed Data Labs, a data science and analytics consulting firm where his focus was on developing models using a combination of statistical methods and machine learning techniques. Outside of work, he co-founded and co-organized Open Data Delaware, an organization dedicated to improving data transparency within government institutions and applying data and technology to solve civic problems.
Harrington holds a B.S in environmental and business economics from Rutgers University and an M.S. in business analytics from Drexel University. Prior to his work as a data scientist, he was a high school math teacher through Teach for America and spent time building Delaware’s entrepreneurial ecosystem at 1313 Innovation. Outside of work he enjoys Euro-style boardgames, attempting to woodwork, and travel – from Zion to Zanzibar.
General Session 2 | 9:10-10:10 am
Amanda Wilkie
Boomer Consulting
GS2: Building a Strategic Plan for Technology
In today’s fast-paced business environment, technology leaders must make strategic decisions to prioritize projects that align with their firm’s vision and goals. This session will guide participants through the process of developing a comprehensive technology strategic plan. Attendees will learn how to evaluate current systems, assess team capabilities, and prioritize projects based on data-driven methodologies. By the end of this session, participants will be equipped with the tools to create a strategic roadmap that ensures their technology initiatives support overall business objectives.
Learning Objectives:
- Evaluate Current Systems and Infrastructure: Understand how to assess your firm’s existing technology landscape to identify strengths and areas for improvement.
- Prioritize Technology Projects: Learn to use data-driven methods to rank and prioritize projects based on their alignment with business goals, impact on employee and client experience, and resource requirements.
- Develop a Strategic Roadmap: Gain the skills to create a detailed action plan that outlines project timelines, assigns responsibilities, and tracks progress to ensure successful implementation.
Field of Study: Information Technology
Learn more about Amanda
Amanda Wilkie, Consultant at Boomer Consulting, Inc., has a computer science background with more than two decades of technology experience, Amanda has spent nearly 20 years driving change and process improvement through innovative technology solutions in accounting firms of all sizes. She has held strategic leadership positions in firms ranging from Top 50 to Top 10, including her time as CIO of a Top 30 firm.
Amanda is recognized as a technology expert in the accounting profession and regularly speaks and writes on emerging technologies, such as blockchain and Web3, and their impact on the accounting profession.
Concurrent Sessions | 10:20-11:25 am
Randy Lowman
Laketurn Automation
Sharon Jones
Dot Consulting
1A: Process Automation Evolution: From RPA to Intelligent Workflows
In today’s rapidly evolving business environment, automation is no longer a luxury but a necessity. This session will take you on a journey through the evolution of process automation, from its roots in Robotic Process Automation (RPA) to the more sophisticated realm of Intelligent Automation.
Attendees will gain a deep understanding of:
- The origins of RPA: What it is and how it began as a solution for automating repetitive, rule-based tasks.
- Where automation stands today: The integration of Artificial Intelligence (AI) and other advanced technologies to create Intelligent Workflows that not only execute tasks but also learn and adapt over time.
- The future of automation: AI Agents and how they will further transform business processes, making them even more efficient and autonomous.
- Identifying opportunities for automation: Practical strategies for recognizing processes ripe for automation within finance, as well as broader business functions.
- Best practices for implementing automation: Proven methods for deploying, scaling, and optimizing automation to ensure maximum ROI and sustainable growth.
By the end of this session, you’ll be equipped with actionable insights and practical tools to begin or expand your automation journey, aligning your business for future success.
Field of Study: Information Technology
Learn more about Randy
Randy is the Founder of LakeTurn Automation, a Virginia-based professional services firm providing custom AI and Intelligent Automation Automation Solutions, with deep experience in Accounting Services and back-office Finance modernization. Before starting LTA, Randy began his career with Deloitte and spent 20+ years in leadership roles across various industries, including professional services, manufacturing, construction, distribution, and retail. Randy holds a BS in Accounting Information Systems from Virginia Polytechnic Institute and State University. He has earned a PMI certification as a Project Management Professional, is a Certified ScrumMaster, and is certified in Production and Inventory Management with APICS.
1B: Big Data Analytics
In the Big Data Analytics session, participants will discover how data is changing the way we live and work in today’s tech-focused world. This session will cover the basics of big data, explaining how large amounts of information are created, collected, and studied to help businesses make better decisions. Participants will get a chance to try out simple tools and techniques to find useful information hidden in big sets of data. By the end of the session, attendees will understand how data can predict trends, create visual reports, and use machine learning to solve real-world problems and encourage new ideas.
Field of Study: Information Technology
Learn more about Sharon
Dr. Sharon Jones, Ed.D is the founder and CEO of the dot Consulting and the Dottie Rose Foundation, where she creates, innovates and implements cutting edge technology focused on new age education. She has found her passion in education and has served as a computer science expert for the past 22 years, bridging the gap between our everyday actions and the application of technology. Dr. Jones is a highly sought after and national award winning Computer Science expert, is one of the 100 Women to KNOW in America, a co-Founder of Carolina Women in Tech and when not running the technology-world, Dr. Jones spends her time with her husband Ricky, and two sons, Ethan and Dylan.
Lunch 11:25-12:30 pm
General Session 3 | 12:30-2:10 pm
David Cieslak, CPA
RK Solutions
GS3: Artificial Intelligence 2024
Artificial Intelligence (AI) has reached a critical inflection point, already disrupting and forever changing virtually all service-based industries. This session will explore areas of impact, and how AI can be leveraged to greatly enhance efficiencies, accuracy and insights. Things are getting interesting!
Major topics covered:
- So many acronyms – AI, AGI, ML, NLP, LLM, and more – what do they all mean?
- Recent developments, making this the “year of AI!”
- Practical applications of AI across various accounting functions, including process automation, data verification, fraud detection, financial analysis and more.
- Practical, legal and ethical considerations.
- Future impact of AI on the profession.
Field of Study: Information Technology
Learn more about David
David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his role, he is responsible for helping companies grow strategically with cloud-based solutions and industry-specific service expertise for ERP, CPM, CRM, AP Automation, and other critical business processes.
He is a frequent speaker for the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants (CalCPA) and other state accounting societies as his alter ego “Inspector Gadget.” He is a Sage Intacct Certified Consultant and holds the GIAC Security Essentials Certification (GSEC). He is the past Chair of the AICPA IT Executive Committee and past president of the California CPA Education Foundation.
Concurrent Sessions | 2:20-3:20 pm
Zackery Reichenbach-Carr
RSM
Jody Padar, CPA
The Radical CPA
2A: Actionable AI in Professional Services
Struggling to bridge the gap between your AI ambitions and real-world results?
- Follow along to gain insight and a practical blueprint for AI success.
- We’ll guide you through how you can craft a winning AI strategy tailored to your firm.
- Walk through the implementation steps used to unlock AI potential at your organization.
- Leverage AI to automate tasks, gain deeper client insights, and propel your business to the forefront of the industry.
- Hear our lessons learned to turn your AI strategy into reality.
Field of Study: Information Technology
Learn more about Zackery
Zackery Reichenbach-Carr is the Artificial Intelligence Leader at RSM US LLP, a leading provider of audit, tax, and consulting services to middle market businesses. He is responsible for developing and executing a comprehensive AI strategy that encompasses cutting-edge AI techniques, ensuring RSM remains at the forefront of innovation in the industry. He also leads a team of AI professionals and collaborates with cross-functional teams to identify and deliver AI solutions across various business functions, including audit, tax, consulting, and risk advisory services. Zackery has over 10 years of experience in the AI and machine learning field. He has a proven track record of building and leading high-performing teams, delivering measurable business outcomes, and providing thought leadership and guidance on ethical AI practices and AI governance.
2B: Radicalize Your Tax Game With Cutting Edge Technology
Get ready to radicalize your tax game because tech is transforming the field like never before! Keeping up with the latest technological advancements isn’t just important—it’s crucial. It’s the key to supercharging your efficiency, propelling your growth and delivering top-notch service to your clients. Are you ready to dive into the world of cutting-edge tools and systems? Wondering how they’re reshaping the very fabric of tax? Then buckle up and join us for an exciting session where you’ll discover how leading tax firms harness technology to streamline workflows, boost accuracy and ignite unprecedented growth. Don’t be left in the dust—embrace the future of tax today!
By the end of this session, you’ll:
• Understand the power of technology in modern tax practices.
• Discover how to use state-of-the-art tools designed to turbocharge your tax services.
• Gain invaluable insights and practical tips for navigating the tech-driven revolution.
• Learn proven strategies used by successful tax firms to fuel their growth and stay ahead of the curve.
Field of Study: Information Technology
Learn more about Jody
Jody Padar, CPA, also known as The Radical CPA, is one of the accounting profession’s foremost visionaries and pioneers. A well-known advocate for tech adoption and general forward-thinking behavior inside the profession, she has been consistently named one of the Top 100 Most Influential to the Profession by Accounting Today. She is the author of Radical Pricing which will be published in early 2024 as well as two other books, From Success to Significance: The Radical CPA Guide; and The Radical CPA: New Rules for the Future-Ready Firm. She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm.
Since her days as a small firm owner, she has advocated for bringing the accounting profession into the digital age and leading the next generation of accounting professionals to a better life where they can go home on time, give more to their clients and foster their passion for the industry. Currently a senior tax advisor at april, Jody loves the idea of using AI and automation to transform taxes, and she’s excited to help develop, evolve and share a simplified and pleasurable tax experience.
Padar is married with two adult children and currently resides in Door County Wisconsin. She earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Follow her on LinkedIn, X, Instagram and Facebook.
Concurrent Sessions | 3:30-4:30 pm
Rafe Martin, CRO, CCRP
ComTech
Ethan Farlow
Comtech
Sara Watson
FORVIS, LLP
3A: Uncovering Office 365’s Best Kept Secrets: Tools You’re Paying For but Might Not Be Using
Are you maximizing the full potential of the Microsoft Office 365 tools you already own? This session will explore six underutilized Office 365 tools that can help streamline workflows, enhance communication, and improve overall efficiency. Join us as Rafe Martin, Chief Risk Officer at ComTech, demonstrates how to leverage tools like:
- OneNote – Organize tasks and client notes efficiently.
- Teams – Enhance team collaboration and communication.
- OneDrive – Manage and securely share files across devices.
- Bookings – Simplify client scheduling with ease.
- Forms – Gather feedback and run surveys.
- Stream – Record and share internal training sessions.
Rafe will also share bonus tips on how to unlock the full potential of Outlook, showcasing little-known features and settings to boost your productivity and streamline your email management. Learn practical tips on integrating these powerful tools into your daily operations to increase productivity and improve efficiency.
Field of Study: Information Technology
Learn more about Rafe
Rafe Martin, CRO, CCRP
Comtech
Rafe Martin is the Chief Risk Officer at ComTech. He helps clients manage cyber risks and enhance operational preparedness through effective cyber resilience planning.
With over 30 years of IT experience, Rafe holds a Certificate in Artificial Intelligence from MIT, is Certified in Cybersecurity, and holds the Certified Cyber Resilience Professional (CCRP) certification from DRI International.
As an in-demand speaker and host of ComTech’s RippleFX podcast, Rafe shares insights on emerging technology, including cybersecurity, cyber resilience, and artificial intelligence at conferences, on podcasts, and in webinars.
Whether it’s creating harmony with his bluegrass band or experimenting with the culinary philosophy that anything wrapped in bacon and put on the smoker is bound to be a masterpiece, Rafe enjoys life’s varied flavors. He also cherishes spending time with his wife of 34 years and their family.
Learn more about Ethan
Ethan Farlow
Comtech
Ethan Farlow brings over a decade of expertise in IT systems and support to his role as the Chief Operations Officer at ComTech. Ethan is always thinking about our clients first, continuously improving the ComTech Experience.
Ethan is passionate about protecting small businesses from hackers and cybercrime. He created CyberHero Academy, a free program for businesses that provides in-person training to equip your staff to become cyberheroes for their business.
Additionally, Ethan spearheads ComTech’s training and educational programs. He is a regular speaker at our live events and is featured prominently in our training videos and webinars, sharing his knowledge to empower others.
Ethan is also the face of the ComTech YouTube Channel. With over 150 educational videos, he creates content to help businesses leverage technology effectively.
3B: Audit Innovation
Session Objectives include:
- Selecting Technology & Change Management
- Supervising Technology
- Auditing Standards Board (ASB) Technology Survey
- ASB Risk Assessment Practice Aid & Examples
- Technology Tools for Use in the Audit
- Session will conclude with Q&A as time allows
Field of Study: Information Technology
Learn more about Sara
Sara Watson
FORVIS, LLP
Sara is a Director in the Professional Standards Group in the Charlotte, NC office of FORVIS, LLP where she focuses on technical assurance and accounting matters. She was previously a member of the firm’s Assurance Methodology and Innovation team and spent several years as a consultant on the AICPA’s Dynamic Audit Solution project. She is currently a member of the ASB’s Technology.
Book your seat!
NCACPA is a NASBA-approved sponsor of continuing education.
For complete program information (course registration, learning objectives, instructional delivery methods, CPE, field of study, prerequisites, program knowledge, level, advance preparation, program description, and speaker information), please visit the event links above.
The North Carolina Association of Certified Public Accountants 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: www.nasbaregistry.org/.
For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.