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Webinar (CPA Crossings): Tech Conference: The Latest Tools & Strategies for CPAs


This half-day event features live presentations by four nationally recognized CPA technology experts. Learn about key technology trends impacting accounting professionals today and in the future.

Each speaker will provide a 50-minute presentation on the relevant technology topics described in the Program Content section. Interact with the speakers throughout the conferences for a dynamic learning experience!

Learning Objectives

After attending this presentation you will be able to…

  • Recognize key technology trends that are having a profound impact on accounting professionals 
  • Embrace technology strategies and put them into practice right away
Major Topics

These are the topics and speakers that will be featured in this conference.

Transform Your Organization With Office 365 and Teams

Presented By: John H. Higgins, CPA.CITP

This session will kick-off the conference with a discussion of the strategic benefits of deploying Office 365 and Teams in your small, medium or large-sized organization. We will review and demonstrate how the “core” Office 365 apps can be deployed to provide a comprehensive platform for digital communications, collaboration and knowledge sharing. Whether you are already using Office 365 or planning a future deployment, this session will teach you how to maximize the ROI of your deployment.

How Technology is Impacting the Accounting Profession

Presented By: Garrett Wasny, MA, CMC, CITP/FIBP

There are a number of emerging technology forces that are reshaping the accounting profession. This presentation will provide you with an overview of these technologies and how you can prepare a personal game plan to keep up with the exploding digital transformation and translate technology ambitions into practical reality. You will learn about the shift away from historical and compliance reporting to more value-added advisory services.

Data Analytics and Digital Dashboards

Presented by: Bryan L. Smith, CPA.CITP, CISA

One of the fastest growing professional opportunities for CPAs and CFOs is to leverage the power of data analytics to understand your data and present it in visual and interactive dashboards. This session will demonstrate how you can leverage the advanced features of Excel and Power BI to provide this service to your organization or your clients. This is a must-have skill set for today’s accounting and finance professionals.

QuickBooks – Choosing the Right Version: Desktop Versus Online

Presented by: Dawn W. Brolin, CPA, CFE

Since its inception in 1984, QuickBooks Desktop has been the “go-to” accounting solution for many businesses. Now we have the emergence of QuickBooks Online (QBO) as the “on-the-go” solution. This session will provide you with an objective presentation of the pros and cons of each QuickBooks platform so that you can choose the best option for your business or your clients.

CPA Crossings, LLC
Course Level
CPE Field of Study
Information Technology
Who Should Attend

Every CPA professional who wants to understand the key technologies of the day and how you can leverage them to enhance your professional skills.



Advanced Preparation


Event Information
Dec 15, 2020
9:00 am - 1:00 pm MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CPA Crossings): Tech Conference: The Latest Tools & Strategies for CPAs

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