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What Are You Doing with the Power of the 3 A’s?…

Type: Webinar with NA CPE

Starts
19 August 2021 3:00 pm ET
Ends
19 August 2021 4:00 pm ET

What are you doing with the power of the 3A’s: Accounting, Automation and Advisory? 3:00 – 4:00 pm ET






Untitled Document

1 hr CPE/CPD in Management Services

Program Level: Basic  


What are you doing with the power of the 3 A’s: Accounting, Automation and Advisory? 

The broad shift in technology has been a hot topic. There has been so much data coming at your firm. How do you shift your talent or bring in new talent? What are you doing in the cloud with accounting, automation and advisory? We will discuss what’s next too – AI, Machine learning & RPA. 

Learning Objectives

  • Efficiency as an output of process improvement 
  • Investing in talent and centralizing functions
  • Due diligence on building your tech stack
  • What’s next for the 3 A’s

Speaker Bios

Enrico Palmerino
Founder and CEO
Botkeeper

Enrico Palmerino is the founder and CEO of Botkeeper, which provides accountants with an automated bookkeeping platform using human-assisted machine learning and AI. Botkeeper’s platform delivers the fastest, most accurate, and low-cost bookkeeping available to accounting firms seeking a scalable CAS solution for their clients

Jody Padar, CPA
Vice President of Strategy
Botkeeper

Jody Padar, CPA, is Vice President of Strategy at Botkeeper.com.  She has been on the Accounting Today Top 100 Most Influential People List for the last nine years.  Her latest just released book is Botkeeper For Dummies.  She is the author of From Success to Significance: The Radical CPA Guide and The Radical CPA: New Rules for the Future-Ready Firm.  After venturing out of a traditional firm, and achieving 13 years of successful growth as CEO of New Vision CPA Group, her new challenge is leading Botkeeper as Vice President of Strategy, helping to evolve, support, and promote our CPA and accounting  partner firms, now and in the future. 

Deneen Dias
Director of Partner Success 
Botkeeper

Passionate about helping firms utilize Artificial Intelligence & Cloud Technology to transform their accounting practices.
Keen interest in helping firms create fast growing, profitable new revenue lines by focusing on automation & innovation.
Facilitated the CPA.com Digital CAS Roadmap Workshop for years and trained hundreds of firms on how to build a Client Accounting & Advisory practice.
Spent the last 11 years strategizing with firms to evaluate, implement, and leverage technology to improve internal processes as well as enhance their client accounting relationship.
Frequent speaker at conferences such as Engage, CPA.com Digital, Sage Intacct Advantage  

 


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