Podcasts
Latest….
AICPA: Clarification Is Needed for Form 990 Series
Marcum Launches AskMarcum.ai
Attracting and Retaining Clients Starts with Tech Expertise
Thomson Reuters Plans AI Functions for All Professional Users
Thought Leaders….
Randy Johnston
Jim Boomer
Roman Kepczyk
Jeannie Ruesch
Webinars….
Webinar: Effortless Tax Prep and Workflow: Say Goodbye to Client Frustrations
CPE Webcast Apr. 2, 2024: The Future of Media & Entertainment: Leveraging Data and Finance
CPE Webcast Mar. 29, 2024: Using Tax Advisory Services to Create Capacity
Patriot Software to Host Webinar on 401(k) Benefits
Events….
The Accounting Technology Lab Podcast – Cybersecurity for High Net Worth Clients – Apr. 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss cybersecurity issues and strategies for managing high net worth clients.
The Accounting Technology Lab Podcast – The 2024 CPAPA Thought Leader Symposium – Apr. 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss the 2024 CPA Practice Advisor Thought Leader Symposium, which was held in Dallas in February..
The Accounting Technology Lab Podcast – Review of SOBI Analytics – Mar. 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss and review SOBI Analytics, an AI-driven platform, built specifically with CAS (Client Advisory Services) accounting firms in mind.
The Accounting Technology Lab Podcast – Review of FedNow – Mar. 2024
The team discusses FedNow, a new instant payment infrastructure from the Federal Reserve that allows eligible depository institutions of different sizes across the U.S. provide instant payment services.
Microsoft 365 Plans and Options for Firms – The Accounting Technology Lab Podcast – Mar. 2024
Hosts Randy Johnston and Brian Tankersley, CPA, talk about the most productive and cost-efficient ways to use Microsoft 365 in public accounting firms. March 2024.
The Accounting Technology Lab Podcast: What is the Future of Desktop Accounting? – Mar. 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss the discontinuence of some desktop accounting programs, and how to support your clients.
The Accounting Technology Lab Podcast: Overview of Stanford Tax – Mar. 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss Stanford Tax, which leverages AI to understand your clients’ prior year tax data, features broad integration options, and can import data from thousands of clients in under 10 minutes.
The Accounting Technology Lab Podcast: Zoho Analyst Day 2024
Hosts Randy Johnston and Brian Tankersley, CPA, offer a report on the 2024 Zoho Analyst Day conference. The event, held in McAllen, Texas, gave attendees an inside look at tech developments the vendor is making, as well as the opportunity to speak one-on-one with developers.