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May 26th CPE Webcast: Creating Capacity with Workflow Technologies & Lean Six Sigma

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This event was originally held on May 26, 2021 and is now available for on demand viewing.
This archived version no longer qualifies for CPE, but please click below to register and view the event     

Register here!

Over the last year, many firms have been forced not only transition to a distributed work environment but to adopt workflow technologies to create capacity and increase productivity. Although not all of the changes are here to stay, technology and workflow automation will be imperative to streamline business processes, minimize risk, and deliver superior client service results. Mark McAndrew, Director of Product Management for Wolters Kluwer Tax and Accounting Firm Management Solutions will discuss:

•The importance of leveraging workflow technologies to increase capacity without increasing costs  
•Minimizing risk by creating custom business processes and  managing compliance requirements  
•Ensuring your Audit, CAS, Tax & Operations staff collaborate effectively
•How proven workflow techniques paired with Lean Six Principals will eliminate waste in your work and jumpstart your firm’s future-ready path.

Program level: Basic (no prerequisites required).
Field of Study: Information Technology
Receive 1 hour of free CPE credit for participating in this live webcast.

Presented by:

Mark McAndrew
Director of Product Management
Wolters Kluwer Tax & Accounting

As the Director of Product Management for Firm Management at Wolters Kluwer Tax & Accounting, Mark focuses on the vision and strategy of all Firm Management products and delivering customer and shareholder outcomes within the solution set. Mark has extensive experience within both the Fortune 1000 and large public accounting firm spaces. He is a frequent speaker on business process management and workflow advisory consulting, tax and accounting outsourcing, and productivity enablement software deployments.

Moderator: Gail Perry
CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.
Special thanks to our sponsors for supporting this educational session:

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110