This webinar will be held on Thursday, March 26 at 1:00pm ET
Sponsor: Rightworks
Duration: 1 Hour
Based on findings from the 2025 Accounting Firm Technology Survey of nearly 500 firms nationwide, this webinar introduces a data-driven framework outlining the five stages of modern firm development, and reveals what firms at each stage are doing differently across technology, security, and firm management. Learning Objectives:
- Identify the five stages of modern accounting firm development and determine where their firm aligns within the framework.
- Compare technology, cloud adoption, and AI usage trends across development stages to benchmark their firm against industry peers.
- Evaluate key security safeguards including cybersecurity awareness training, mobile device management, and WISP practices, and recognize common risk gaps.
- Assess IT management models (in-house, outsourced, or hybrid) and determine which approach best supports modernization goals.
- Outline practical next steps to advance their firm’s productivity, security posture, and long-term growth strategy.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Information Technology |
| 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:
Derek Distin, with 20+ years of leadership in sales, success and customer service, has a deep passion for leadership coaching and process improvement. A former collegiate multi-sport athlete, he is fueled by a deep desire to build talent and equip teams to succeed. He joined Rightworks as a client success manager before moving to leadership. A devoted husband and father of 3, he enjoys singing off-key karaoke and jigsaw puzzles. He has coached the local middle school cross country program through seven consecutive state titles.
Moderated by:
Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O’Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.
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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