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Getting to the Heart of Cloud-strategies: Planning for Success

GETTING TO THE HEART OF CLOUD-STRATEGIES: PLANNING FOR SUCCESS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 28, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Looking ahead, how prepared are you to meet the demands of your growing firm? Managing your own IT means you’re responsible for everything from procuring and implementing hardware and software updates to establishing disaster recovery plans and managing data backups. It’s risky managing your IT while trying to meet client service expectations at the same time—not to mention unsustainable for the long term.
 
Join Roman Kepczyk, Right Networks’ Director of Firm Technology, and Derek Distin, Right Networks’ Senior Director of Client Success and Tech Support, as they talk about what best-in-class accounting firms are doing to manage future growth using the cloud.

Learning Objectives:


  • Outline a plan to transition to the cloud

  • Evaluate the real vs. perceived benefits of outsourced managed IT over self-managed IT

  • Determine how the tech stack in a managed IT scenario supports a growing firm and its CAAS practice

  • Identify the difference between public vs. private cloud

  • Compile the top security and operational considerations to factor into a transition plan

  • Give examples of real and proven cloud migration implementation scenarios

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Roman H. Kepczyk, CPA, CITP, CGMA

Rightworks
Director of Firm Technology Strategy
[email protected]
(678) 495-0508

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Roman Kepczyk is Director of Firm Technology Strategy for Rightworks and a long-time trusted technology consultant to the accounting profession. He has partnered with more than 400 CPA firms to effectively utilize their information technology and accounting applications by optimizing their tax, assurance, and administrative production workflows. In addition to being a CPA, CITP, and CGMA, Roman is certified as a Lean Six Sigma Black Belt which he utilizes to transform accounting firms in his consulting practice. Roman has been recognized as one of Accounting Today’s Most Influential People in Accounting fifteen times, a CPA Practice Advisor Top Thought Leader each of the past ten years, and one of INSIDE Public Accounting’s Most Recommended Consultants to the Accounting Profession fifteen years. Roman is a prolific author and speaker to the accounting profession helping firms transform their practices.

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Derek Distin

Rightworks
Senior Director of Support and Success, Software Products
[email protected]
(888) 210-0237

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An avid learner, Derek has a deep passion for leadership coaching and process improvement. A former collegiate multi-sport athlete, he started his career in management and sales. He joined Right Networks as a Client Success Manager before moving to Service leadership.

A father of 3, he enjoys coaching his children's sports, running, and tinkering with woodworking.

About Our Presenter

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Rightworks is the preeminent accounting platform bringing together best-in-class accounting technology, data sharing and collaboration, productivity tools, and world-class guidance and support to make you more productive and more profitable.