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Why Technology Is Crucial to the Future of Accounting
Technology
Webcast

Why Technology Is Crucial to the Future of Accounting

Discover how accountants leverage technology to enhance firms, reshape the industry, and anticipate future trends in this insightful session.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Information Technology

Level

Basic

CPE Credits

1

Instructor

Terrell Turner, Davis Bell, Lera Kooper, Chad Saley

Availability

3 months

Product Number

WC4595204

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 Business & partner 
Product Details

The current landscape of technological integration within accounting firms is changing rapidly. From streamlining workflows to enhancing client services, embracing technology can revolutionize your firm's operations and future-proof your practice.

Whether you're seeking guidance on implementation, eager to unlock the benefits of modernization or simply navigating accounting's technological frontier, this webcast is for anyone in financial services looking to thrive in the digital age.

Presented by Canopy, this webinar showcases Lera Kooper, partner at Accountability Services, Terrell Turner, co-founder of TLTurner Group, and Davis Bell, CEO of Canopy.

Key Topics

  • Current state of technology in accounting
  • Methods for using technology to improve firm processes
  • How technology benefits firms and their clients
  • Al's role in accounting
  • Accounting's technological future

Learning Outcomes

  • Identify areas where their firm may have technology deficiencies.
  • Find ways technology could improve the way they manage their firm.
  • Recognize and understand how technology is changing accounting and how they can positively take advantage of the change.
  • Select ways technology could improve the way they manage their firm.

Who Will Benefit

Anyone working in financial services looking for ways to improve their firms with technology.

Canopy

More Details
NASBA Field of Study
Information Technology
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

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 order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Terrell Turner
Terrell Turner is the CEO of a NY Times-recognized accounting firm, 3x 40 Under 40 CPA, a 2x Top 20 globally recognized finance influencer and a New York Times Square feature CFO. His accounting firm is focused on providing bookkeeping and CFO services for law firms and Terrell hosts multiple podcasts and is a sought-after speaker for business owners and business leaders.
Davis Bell
Davis Bell is the CEO of Canopy, the firm-wide operating system helping accountants build the firms they've always wanted. In addition to his commitment to building the best practice management software in the industry, Davis has also held leadership roles in strategy, operations, and finance at a succession of SaaS companies. He's passionate about building innovative software that delights users.
Lera Kooper
I help business owners and entrepreneurs make the most of what they have. As an Owner of Accountability Services and NACVA 30 Under 30 honoree, I’m focused on disrupting the public accounting industry by building a firm that provides the resources entrepreneurs truly need to achieve their biggest goals and dreams. I know first-hand the challenges of starting and scaling a business. I re-imagined Accountability Services with a vision to shake up standard accounting practices. We specialize in strategic planning and financial advisory services that equip clients with clarity and confidence to level up both their companies and their lives. My “why” is to empower as many people as possible to get the most out of their time, money, and resources in business and beyond. I’ve figured out how to do this for my own clients; now my goal is to make these personalized growth strategies accessible to organizations everywhere. I help identify pain points and growth opportunities so you can make informed decisions to drive profits while staying true to your passions. Whether you’re hoping to expand locations, develop new product lines, or ensure your family legacy...I’m here to give you the financial visibility and actionable plans to get there. Let’s talk about your vision. I’d love to learn about your entrepreneurial journey and explore how we can build the business of your dreams, together.
Chad Saley
Chad Saley is Canopy’s director of content marketing. He has spent his 20+ year career making the complicated clear and concise. He’s well versed in all things communications, public relations, blogs and content, social media, marketing and public involvement in areas such as, accounting, healthcare, government, non-profit, and more.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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