Current and Emerging Technologies Conference
Tuesday, December 10
8:00am - 4:30pm
Online
8.00 Credits
Member Price $300.00
Non-Member Price $400.00
Overview
*IMPORTANT: This is a virtual conference being run in partnership with the North Carolina Society of CPAs
This conference will prepare you to build and foster a culture of innovation within your organization. Our one-day conference provides attendees with sessions involving immersion into organization-level initiatives driving cultural shifts mixed with others diving deeper into specific applications of technological and/or innovative efforts currently in use today!
Designed For
CPAs and other accounting and finance professionals wanting to better understand the benefits of how technology and innovation can support business.
Notice
By registering for this program and, accordingly, receiving the eMaterials, you're acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
*CTCPA's Class Pass cannot be used for the program.
Tuesday, December 10
General Session
- AI for the Rest of Us
Speaker: Phaedra Boinodiris - IBM
AI is a way for us to understand and grasp knowledge, information and put data into context. It is being used globally to make all kinds of decisions that directly impact our lives and yet most understand very little about it. We start with the definition that data is an artifact of human experience. We need the widest variance of humans, irrespective of your role and skillet, developing AI so that everyone’s story is a part of the models we are building.
This session is available to registrants only.
General Session
- Building a Strategic Plan for Technology
Speaker: Amanda Wilkie - Boomer Consulting
Session information coming soon!
This session is available to registrants only.
Breakout Session
- Big Data Analytics
Speaker: Sharon Jones - Dot Consulting
Session information coming soon!
This session is available to registrants only.
- Process Automation Evolution: From RPA to Intelligent Workflows
Speaker: Randy Lowman - Laketurn Automation
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.
This session is available to registrants only.
General Session
- Artificial Intelligence 2024
Speaker: David Cieslak, CPA - RK Solutions
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.
This session is available to registrants only.
Breakout Session
- Actionable AI in Professional Services
Speaker: Zackery Reichenbach-Carr, Innovation Lab Leader, RSM
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.
This session is available to registrants only.
- Radicalize Your Tax Game With Cutting Edge Technology
Speaker: Jody Padar, CPA - The Radical CPA
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.
This session is available to registrants only.
Breakout Session
- AI Cyber Threats and Security
Speaker: Rafe Martin – ComTech
Session information coming soon!
This session is available to registrants only.
- Audit Innovation
Speaker: Ryan Lim, CPA - RSM Canada
Speaker: Tim Reagan, CPA - RSM US
Session information coming soon!
This session is available to registrants only.
Non-Member Price $400.00
Member Price $300.00