
Small Firm Tech Talk: What Actually Works
With straight talk on artificial intelligence, software, and technology decisions for small CPA firms, learn what actually works and how you can implement solutions to help your firm.
Format
Webcast
Date
Nov 10, 2026
NASBA Field of Study
Business Management and Organization
Level
Basic
CPE Credits
1
Instructor
Michael Mattick, Kate Serpe, Shayna Chapman
Availability
3 months
Product Number
WC5488154
Practical conversations with small-firm practitioners navigating technology and artificial intelligence (AI) in their firms.
Join us as we discuss:
- Technology
- AI tools
- Lessons learned
Submit your questions, and we may feature them during our live discussion. Email your questions to SmallFirms@aicpa-cima.com.
Key Topics
- Small firms
- Technology
- Artificial intelligence
Learning Outcomes
- Select emerging technologies worth investing in.
- Identify key technology solutions for your firm.
- Recognize which tactics actually work.
Who Will Benefit
- Small firms that are hoping to leverage technology and artificial intelligence to help them grow and scale their organization.
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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