K2's CPA Firm Technologies?"Helping Your Practice Grow

Course Details


Tuesday, October 1, 2019

8:00am – 9:40am
(Registration: 7:30am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




Public accounting firms face a technology tsunami. Traditional tools such as practice management, tax, audit, document management and workflow are as important as ever. However, new opportunities with tools based on artificial intelligence, machine learning and process automation are available now to improve firm efficiency.

Gain real-world, practical perspectives on the opportunities available today. In addition, learn about specific actions you can take to capitalize on new tools and better techniques in all areas of practice, from tax to audit to client accounting services.


  • Firm Efficiency
  • Productivity Tools
  • Client and Team Member Experience


  • List the top five opportunities for public practice firms
  • Create and implement effective implementation strategies
  • Identify the importance of implementing key productivity tools such as workflow, document automation and robotic process automation
  • List five specific methods to improve the use of existing tools
  • Create a comprehensive plan for improving client and team member experience in your firm

Designed For

CPAs, accountants and financial professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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