This webinar was held on Tuesday, December 2 at 1:00pm ET
Sponsor: IRIS
Duration: 1 Hour
You’ll hear directly from experts who have helped hundreds of firms shift from reactive to proactive — using simple, actionable steps that make a measurable difference before busy season begins. This isn’t another “efficiency” talk; it’s a roadmap to fix the real friction points holding firms back: too many systems, too much manual work, and too much cash left on the table.
You’ll learn how leading firms are connecting the dots between operations and payments to accelerate realization, protect profitability, and create breathing room for their teams.
Learning Objectives:
- Build a 60-day plan to reclaim lost time, improve visibility, and prepare your firm for a calmer busy season.
- Pinpoint the top three bottlenecks that drain profit, delay billing, and burn out your team.
- Connect operational improvements with cash flow outcomes — learn how automation in billing and payments accelerates realization and reduces write-offs.
- Benchmark your firm’s performance against peers and discover what top-performing practices do differently to stay profitable and resilient.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| 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:
Kathleen Grant is a seasoned CPA and product leader with more than two decades of experience bridging the worlds of accounting and technology. As Senior Director of Product for US Accountancy at IRIS Software Group, she leads product strategy and innovation for the firm management portfolio—helping accounting firms streamline workflows, enhance profitability, and modernize operations through intelligent automation and connected platforms.
Before joining IRIS, Kathleen held leadership roles at QuickFee and Wolters Kluwer, where she guided product management for core tax and accounting solutions used by thousands of firms across North America. Her career began in public accounting before transitioning into software development and ERP design, giving her a unique understanding of how technology can empower practitioners to work smarter. A graduate of Florida State University and a licensed CPA in Florida, Kathleen is passionate about equipping firms to thrive in a rapidly evolving digital landscape.
Eva Mrazikova is a Senior Product Marketing and Digital Transformation leader with 20+ years of experience across accounting, marketing, and technology. As a Senior Director for PMM and wider ACC strategy at IRIS Software Group, she leads go-to-market strategy, product positioning, and customer engagement. Eva is also a CPA herself, and therefore, she blends financial expertise with a passion for innovation and technology.
Recognized among Favikon’s Top 50 Product Marketing Creators globally, she’s dedicated to helping firms embrace digital tools, streamline operations to achieve Operational Excellence, and future-proof their practice in a fast-changing world.
Gabor Szekernyes is the Chief Commercial Officer at Apxium, a global financial technology provider purpose-built for accounting firms. With nearly a decade leading Apxium’s commercial strategy, Gabor oversees the company’s global sales, customer success, and product go-to-market initiatives—ensuring firms achieve measurable results from automation in billing, payments, and compliance. Under his leadership, Apxium has helped mid-to-large accounting firms around the world eliminate manual accounts receivable processes, accelerate cash flow, and strengthen client relationships through integrated smart payment solutions.
Before joining Apxium, Gabor spent nearly 10 years as a senior adviser at Perpetual Limited, where he developed a deep understanding of financial services, business strategy, and client engagement. Today, he leads Apxium’s mission to simplify financial operations for firms through its FinTech Toolkit—including Apxium Collect, Audit Safe, and Company Renewals—bringing end-to-end automation to one of the most time-consuming areas of firm management.
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.
The right business software can ease your biggest operational challenges – simplifying complex tasks and automating repetitive ones. Whether you’re a business filing its company accounts, or a school communicating with parents and taking payments for school trips, we help improve productivity, compliance and engagement.
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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