This webinar was held on Thursday, August 21 at 11:00am ET
Sponsor: SafeSend
Duration: 1 Hour
It’s not just about productivity. A modern, future-ready tech stack is also key to attracting and retaining next-gen CPAs and building a workplace culture built for what’s next.
Learning Objectives:
- Maximize ROI with Cost-Effective Technology – Learn how to evaluate and implement affordable automation solutions that save time and reduce operational costs without overextending your budget.
- Streamline Operations with a Unified Tech Stack – Discover how consolidating your software can improve efficiency, eliminate redundancies, and simplify workflows without the need for multiple platforms.
- Embrace New Tech for a Competitive Edge – Understand the benefits of adopting emerging technologies, including AI and automation, to stay ahead in the evolving tax and accounting industry.
- Attract and Retain the Next Generation of CPAs – Explore how a modern, tech-forward workplace appeals to younger talent and fosters a more dynamic, future-ready firm culture.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Accounting |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Mathieu Stevenson joined SafeSend in 2024. He spent the early part of his career at McKinsey & Company, focused on technology and financial services, where he served one of the Big 4 tax and accounting firms. Since then, he has held senior leadership roles at several high growth companies, including TaxAct and Avantax. Most recently he served as CEO of Snagajob, the largest software enabled marketplace for hourly work. Mathieu lives in Austin, Texas with his wife and three sons.
Shannon Jencks leads the sales revenue efforts at SafeSend, serving as educator, coach, and cheerleader. Her goal is simple – empower clients with the knowledge and tools needed to automate the client touchpoints around the tax engagement process and reduce their work. Before joining SafeSend, Shannon worked with alliantgroup, helping businesses and their CPAs identify government-sponsored tax credits and incentives.
Moderated by:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), 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 Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
A singular workflow solution not only makes your firm more efficient but can make budgeting much simpler. One tool that handles everything from source document gathering all the way to tax return assembly/delivery—and automates manual tasks like intake, signatures, and deadline reminders—makes your firm a more attractive employer, too.
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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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