The document discusses how cloud computing is profoundly impacting accounting professionals and their clients. It provides background on Gregory LaFollette, the vice president of product strategy at CPA2Biz, who will be presenting on how firms can position themselves for success in a digital age. CPA2Biz operates entirely in the cloud and provides various technology solutions and platforms to accounting firms to help them transform their services and compete. LaFollette will discuss the technology, business practice, and client expectation drivers of change and how firms should develop their technology strategies, talent, and client services to adapt.
The adoption of Cloud Computing and SaaS based applications is reaching a tipping point as more and more companies are realizing the benefits of moving operations into The Cloud. It is time for finance and accounting professionals to identify and assess the value proposition of moving finance and accounting into The Cloud for their companies.
This presentation content includes current and emerging trends in in Cloud Computing and SaaS for finance, accounting and related functions: what they are, where they can be used, how companies are driving results by moving systems into the cloud. These insights come from seasoned practitioners and experts in Cloud Computing and SaaS based applications
Steve Abrams reviews Open Services for Lifecycle collaboration - objectives, technical and community approach, process, and progress. Originally presented at Rational Software Conference in June, 2009
The Open Data Center Alliance is an independent IT consortium led by global organizations who have come together to provide a unified vision for long-term data center and cloud infrastructure requirements through development of a vendor-agnostic Open Data Center Usage Models and industry collaborations on cloud standards development. Intel Corporation serves as Technical Advisor to the Alliance at the direction of the Steering Committee. Open Data Center Alliance members have committed to the Open Data Center Alliance Usage Model to help guide their data center planning and purchasing decisions. Membership information is available at www.opendatacenteralliance.org
Two Steps Forward and One Step Back: The Real Path of HR Metrics and Analyti...HR Network marcus evans
Erin Govednik, Cox Communications - Speaker at the marcus evans HR Technology Summit 2012, held in LAs Vegas, NV, delivered her presentation entitled Two Steps Forward and One Step Back: The Real Path of HR Metrics and Analytics
Business Process Optimization with Enterprise SOA and AIABob Rhubart
As presented by Vishram Patwardhan at OTN Architect Day, Redwood Shores, CA, 7/22/09.
Find an OTN Architect Day event near you: http://www.oracle.com/technology/architect/archday.html
Interact with Architect Day presenters and participants on Oracle Mix: https://mix.oracle.com/groups/15511
In this presentation we will discuss the various business architecture of e-business while also discussing ways of effective e-business management.
To know more about Welingkar School’s Distance Learning Program and courses offered, visit:
http://www.welingkaronline.org/distance-learning/online-mba.html
In this presentation, we will discuss the e-business architecture, multilayer architecture for e-business sites and various e-business areas. We will also talk about the evolution of e-business and potential of various e-business applications.
To know more about Welingkar School’s Distance Learning Program and courses offered, visit:
http://www.welingkaronline.org/distance-learning/online-mba.html
E-business has varied components; they include merchandise planning and analysis, inventory management, knowledge management and customer relationship management. Several new technologies have now emerged to support e-business. Some of them are portals, trading exchanges and indirect procurement among others.
The main reasons for conducting E-business include improving service level, creating growth potential, enhancing customer access and reducing distribution costs.
I'm presenting the IBM CIO 2010 Outlook at IBM iForum, Zurich (26th November 2007). I can't take the credit for writing it; Dave Newbold did the hard work on this one.
Case Study - Appirio as the Serverless EnterpriseAppirio
Glenn Weinstein, Appirio's Chief Technology Officer, describes how the midsize company runs its entire IT without any infrastructure. No servers, no networks, no hardware - just 100% reliance on public cloud computing.
The adoption of Cloud Computing and SaaS based applications is reaching a tipping point as more and more companies are realizing the benefits of moving operations into The Cloud. It is time for finance and accounting professionals to identify and assess the value proposition of moving finance and accounting into The Cloud for their companies.
This presentation content includes current and emerging trends in in Cloud Computing and SaaS for finance, accounting and related functions: what they are, where they can be used, how companies are driving results by moving systems into the cloud. These insights come from seasoned practitioners and experts in Cloud Computing and SaaS based applications
Steve Abrams reviews Open Services for Lifecycle collaboration - objectives, technical and community approach, process, and progress. Originally presented at Rational Software Conference in June, 2009
The Open Data Center Alliance is an independent IT consortium led by global organizations who have come together to provide a unified vision for long-term data center and cloud infrastructure requirements through development of a vendor-agnostic Open Data Center Usage Models and industry collaborations on cloud standards development. Intel Corporation serves as Technical Advisor to the Alliance at the direction of the Steering Committee. Open Data Center Alliance members have committed to the Open Data Center Alliance Usage Model to help guide their data center planning and purchasing decisions. Membership information is available at www.opendatacenteralliance.org
Two Steps Forward and One Step Back: The Real Path of HR Metrics and Analyti...HR Network marcus evans
Erin Govednik, Cox Communications - Speaker at the marcus evans HR Technology Summit 2012, held in LAs Vegas, NV, delivered her presentation entitled Two Steps Forward and One Step Back: The Real Path of HR Metrics and Analytics
Business Process Optimization with Enterprise SOA and AIABob Rhubart
As presented by Vishram Patwardhan at OTN Architect Day, Redwood Shores, CA, 7/22/09.
Find an OTN Architect Day event near you: http://www.oracle.com/technology/architect/archday.html
Interact with Architect Day presenters and participants on Oracle Mix: https://mix.oracle.com/groups/15511
In this presentation we will discuss the various business architecture of e-business while also discussing ways of effective e-business management.
To know more about Welingkar School’s Distance Learning Program and courses offered, visit:
http://www.welingkaronline.org/distance-learning/online-mba.html
In this presentation, we will discuss the e-business architecture, multilayer architecture for e-business sites and various e-business areas. We will also talk about the evolution of e-business and potential of various e-business applications.
To know more about Welingkar School’s Distance Learning Program and courses offered, visit:
http://www.welingkaronline.org/distance-learning/online-mba.html
E-business has varied components; they include merchandise planning and analysis, inventory management, knowledge management and customer relationship management. Several new technologies have now emerged to support e-business. Some of them are portals, trading exchanges and indirect procurement among others.
The main reasons for conducting E-business include improving service level, creating growth potential, enhancing customer access and reducing distribution costs.
I'm presenting the IBM CIO 2010 Outlook at IBM iForum, Zurich (26th November 2007). I can't take the credit for writing it; Dave Newbold did the hard work on this one.
Case Study - Appirio as the Serverless EnterpriseAppirio
Glenn Weinstein, Appirio's Chief Technology Officer, describes how the midsize company runs its entire IT without any infrastructure. No servers, no networks, no hardware - just 100% reliance on public cloud computing.
1. Cloud Adoption Journey reference framework to help Teams move to Cloud and become Cloud Native
2. Define basic Pillars to include Security & Compliance, Costs Optimization, Scalability and Performance as well as Operational Excellence, AWS Well-Architected as guidance
3. Goal is to assess and guide Companies/Teams in Portfolio to faster adopt and evolve Cloud concepts to focus on Business value
4. Governance as a key driver to boost flexibility, reduce risks and foster efficiency
5. Enterprise Transformation Architecture offerings
Features best practices and resources for implementing SharePoint now with minimal investment. If you like this deck and want to see a live event, go to www.quilogy.com/events.
2011.02. Ecosystème SaaS et Cloud 2011 - Enjeux et Perspectives - Point de Vu...Club Alliances
Collection de slides préparés à l'occasion du 6ème Forum SaaS et Cloud IBM co-organisé par les animateurs du Club Alliances [Loic Simon, Thierry Bayon...]. Les slides ont été exploités dans le cadre des sessions plénières et on trait à l'évolution des l'écosystème SaaS et Cloud et aux perspectives et enjeux auquel il fait face.
EMC World 2016 - DevOps-at-Scale SessionBart Driscoll
What does Enterprise DevOps at scale look like? How do I start this transformation? In this session, we will define desired characteristics, organizational models, operating processes, and automated tooling of the DevOps Enterprise and share proven practices and strategies for implementing DevOps at Scale.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
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Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
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3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Buy Verified PayPal Account | Buy Google 5 Star Reviewsusawebmarket
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USA WEB MARKET is the Best Verified PayPal, Payoneer, Cash App, Skrill, Neteller, Stripe Account and SEO, SMM Service provider.100%Satisfection granted.100% replacement Granted.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
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Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
1. Cloud
Compu)ng
is
Having
a
Profound
Impact
on
Your
Members
Test
Your
Own
Understanding
of
the
Cloud
Gregory L. LaFollette
Vice President – Product Strategy, CPA2Biz
AICPA & CPA/SEA Interchange 2012
Session 44: Friday, July 20, 2012 - 8:30 to 9:30AM
CPA2Biz, Inc. - Proprietary and Confidential Information
2. Gregory
L.
LaFolle@e,
CPA,
CITP,
CGMA
Vice
President
of
product
strategy
–
CPA2Biz
Columnist
&
Speaker
Former
• Eide
Bailly,
LLP
–
Senior
Manager,
Tax
and
Technology
Consul=ng
(6
years)
• LaFolle/e
Consul4ng,
LLP
-‐-‐
Consultant
to
the
industry
(12
years)
• The
CPA
Prac4ce
Advisor
-‐-‐
Execu=ve
Editor
(6
years)
• Thomson
Reuters
(Crea4ve
Solu4ons)
-‐-‐
Vice
President
-‐
Product
Strategy
(5
years)
•
LaFolle/e,
Jansa,
Brandt
&
Co.
,
LLP
-‐-‐
Tax
&
Technology
partner
(23
years)
AICPA
Commi@ees
§ Journal
of
Accountancy
–
Technology
Advisory
Board
§ Prior
Service:
§ CITP
Creden=al
CommiQee
–
Chair
(7
years;
Member
4,
Chair
3)
§ TECH+/Prac==oners
Conference
-‐-‐
Planning
CommiQee
(6
years)
§ Na=onal
Accredita=on
Commission
–
ad
hoc
(3
years)
§ Na=onal
Tax
Educa=on
Program
(AICPA/UI)
-‐-‐
Graduate
and
former
Staff
Lecturer
(12
years)
§ Top
10
Technology
Ini=a=ves
-‐-‐
Review
CommiQee
(5
years)
§ Microcomputer
Advisory
Services
CommiQee
(3
years)
CPA2Biz, Inc. - Proprietary and Confidential Information
3. Contact
Informa)on
Greg
LaFolle@e
Greg.LaFolleQe@CPA.com
Greg.LaFolleQe@CPA2Biz.com
Greg@theLaFolleQes.net
New
York
Office
-‐
212-‐596-‐6267
South
Dakota
Office
–
605-‐977-‐4823
Cell
–
734-‐330-‐9015
200
East
10th
Street
#500
Sioux
Falls,
SD
57104
CPA2Biz, Inc. - Proprietary and Confidential Information
4. CPA2Biz
Business
Focus
Transforming Accounting Services
New Learning Gateway
Firm
Cloud Computing Programs
-Launched in 2011 Technology
-Growing Use
Solu)ons
Online
LMS
Portal
CPA2Biz
CPA2Biz.com, IFRS.com
-Leading Sites
C2B, Firm, AICPA, States
Marke)ng
Mobile
&
AICPA & State Societies
Technology
-Leading Capabilities
Apps
Services
CPA2Biz, Inc. - Proprietary and Confidential Information
5. CPA2Biz
Opera)ons
–
100%
Cloud
Based
Performance
Accounting Platform Management
Data
Bill Payment Center
LMS
CRM
Email
Website Operations
All of our business is managed through cloud based applications
CPA2Biz, Inc. - Proprietary and Confidential Information
6. CPA2Biz
Broad
Firm
Solu)ons
Strategy
PlaQorm
&
Distribu)on
Integra)on
Educa)on
CPA2Biz, Inc. - Proprietary and Confidential Information
7. CPA2Biz
Firm
Solu)ons
PorQolio
Client Accounting Tools
(Over 1,000 firms now using)
Bill Pay
Firm Workflow (Bill.com)
General
Management Practice
Ledger
Workflow
(Used by 50 of (XCM) (Intacct) Client Dashboards
Top 200 firms)
CPA2Biz Firm
Solutions Payroll
Paychex has
Digital Brand Email &
Backup Portfolio (Paychex)
introduced a
for the Firm (CPA.com) firm payroll
platform
Newsletter, Audit
Email & Other IT other misc. Confirm- Audit workflow
Services (C2B) ations (7,000 firms now using)
(0ver 900 users)
CPA2Biz, Inc. - Proprietary and Confidential Information
8. Posi)oning
for
Success
in
a
Digital
Age
Key
Ques)ons
For
You:
1) What
does
this
mean
to
your
members?
2) How
will
they
retool
and
compete?
3) What
should
your
member
firm’s
technology
strategy
be?
4) How
are
they
developing
talent?
5) How
are
your
member
firm’s
client
services
changing?
6) What
does
this
change
about
how
you
serve
your
members?
CPA2Biz, Inc. - Proprietary and Confidential Information
9. Agenda
Posi)oning
for
Success
Technology
Drivers
Client
Accoun)ng
Services
7
Early
Warning
Signs
CPA2Biz, Inc. - Proprietary and Confidential Information
10. Three
Concurrent
Drivers
Technology
1st
Driver
Business
Prac)ces
2nd
Driver
Client
Expecta)ons
3rd
Driver
CPA2Biz, Inc. - Proprietary and Confidential Information
11. The
Hardware
Driver
1965
-‐
1975
-‐
1985
–
1995
-‐
2005
–
1975
1985
1995
2005
2015
Service
All
manual
Premise-‐
Bureau
to
Mini’s
to
DOS
to
to
Service
based
to
Mini-‐ Micro’s
Windows
Bureaus
SaaS
computers
CPA2Biz, Inc. - Proprietary and Confidential Information
12. The
Socware
Driver
Socware
as
• Socware,
services
&
support
offerings
specifically
designed
for
one-‐to-‐many
a
Service
delivery
over
the
Internet
• Packaged
socware
customized,
deployed
Hosted
&
managed
by
provider
Tradi)onal
• Today’s
packaged
socware
deployed
on-‐
Socware
premise
CPA2Biz, Inc. - Proprietary and Confidential Information
13. The
Business
Prac)ce
Driver
• 1980s:
Digital
Office
Work
Begins
20th Century
– Personal
Compu=ng,
Excel,
Quicken,
etc.
• 1990s:
Digital
Value
Chains
– Internet,
Networks,
Email,
Tax
&
Audit
Somware,
e-‐
Commerce
• 2000s:
Digital
Consump=on
21st Century
– Paperless,
Online
Research,
Mobile,
Social
Media,
Self-‐Service
• 2010s:
Digital
Engagements
– Portals,
Cloud,
Collabora=on,
Apps,
etc
Geoffrey Moore Slide – Adopted for CPA Marketplace
CPA2Biz, Inc. - Proprietary and Confidential Information
14. The
Client
Expecta)on
Driver
TODAY
FUTURE
Systems
Systems of
Record
Systems
of Record
of
Engagement
• Consolidate • Collaborative
• Organize • Intelligent
• Report • Knowledge Based
(The Digital CPA )
Geoffrey Moore Slide – Adapted for CPA Marketplace
CPA2Biz, Inc. - Proprietary and Confidential Information
15. Firm
Value
Chain
Lower Value & Higher Value
Historical Focus & Future Focus
Input
Assemble
Analyze
&
Advise
&
Report
Data
&
Verify
Interpret
Consult
CPA2Biz, Inc. - Proprietary and Confidential Information
16. We’re
in
the
Midst
of
a
Great
Sea
Change
“Things
take
longer
to
happen
than
you
think
they
will,
and
then
happen
faster
than
you
thought
they
could”
—old
axiom
“Rate
of
change
today
is
much
greater
than
it
was
during
dot
com
era”
—
Jeff
Bezos,
CEO
Amazon
Acceleration of Change
(Highlighted By Cloud & Mobile Movement)
CPA2Biz, Inc. - Proprietary and Confidential Information
17. Four
Technology
Drivers
of
the
Digital
CPA
CPA2Biz, Inc. - Proprietary and Confidential Information
18. CPA2Biz
Focus
On
Technology
Drivers
Transforming Technology Drivers
Cloud Information
Mobile Digital Brand
Computing Security
Change Management
CPA2Biz, Inc. - Proprietary and Confidential Information
19. Key
Benefits
of
Accoun)ng
Firm
Usage
of
Cloud
Applica)ons
CPA2Biz
2012
Technology
Survey
• Being
able
to
work
anywhere,
any)me:
88%
5%
• Disaster
backup
&
recovery
:
85%
• Improved
client
service
&
collabora)on:
84%
• Being
able
to
use
the
latest
applica)ons:
82%
4%
• Being
able
to
serve
non-‐local
clients:
80%
• Expand
services,
create
new
revenue
sources:
79%
11%
CPA2Biz, Inc. - Proprietary and Confidential Information
20. Growth
of
Virtual
Office
CPA2Biz
2012
Technology
Survey
Regarding
a
physical
office:
• In
2011
4%
of
firms
were
“virtual”
• By
2012
those
numbers
have
grown
to
8%
CPA2Biz, Inc. - Proprietary and Confidential Information
22. US Market Forecast
US
Smartphone
&
Tablet
User
Base
Forecast
(in
millions)
140.00
133.0
120.00
119.9
106.7
100.00
90.1
89.5
80.00
75.6
60.00
60.2
54.8
40.00
33.7
Smartphones
20.00
13.0
Tablets
0.00
2010
2011
2012*
2013*
2014*
Source: eMarketer
CPA2Biz, Inc. - Proprietary and Confidential Information
23. Accounting Firm-Branded Apps
Moss Adams
KPMG
Eide Bailly
THE APP IS THE WEB SITE OF THE 90’s
AND IS COMING TO SMALL FIRMS
CPA2Biz, Inc. - Proprietary and Confidential Information
27. Digital
Brand
CPA2Biz, Inc. - Proprietary and Confidential Information
28. Importance
of
Digital
Brand
in
Client
Rela)onship
Historical
Today
• Meeting in an office • Online Collaboration
• Phone • Email
• Classified • Social Networking
• Yellow Pages • Search
• Word of mouth • Review sites
CPA2Biz, Inc. - Proprietary and Confidential Information
29. What’s
Your
Online
Digital
Brand?
Consumer Email Account Professional Email
1. Firm Branded Domain:
smithcpa@aol.com - www.smithcpa.com
- Branded web site and email
2. CPA.com Domain
- Your.Name@CPA.com
CPA2Biz, Inc. - Proprietary and Confidential Information
30. Accoun)ng
Firm
Use
of
Social
Media
CPA2Biz
2012
Technology
Survey
80
70
Firm Usage of Blogs and Twitter
60
each up 60% year-over-year
50
40
2011
30
2012
20
10
-‐
LinkedIn
FaceBook
TwiQer
Blog
• 34% of CPAs surveyed are using tablets (iPads) for business purposes,
and another 12% plan to soon
• According to recent Boomer study, this is as high as 57% for mid sized firms
CPA2Biz, Inc. - Proprietary and Confidential Information
31. Accoun)ng
Firm
Use
of
Video
CPA2Biz, Inc. - Proprietary and Confidential Information
33. Accoun)ng
Firm
Use
of
Video
CPA2Biz, Inc. - Proprietary and Confidential Information
34. Informa)on
Security
CPA2Biz, Inc. - Proprietary and Confidential Information
35. CPA2Biz
Survey
Results
–
April
2012
Accoun=ng
Firm
Usage
of
Web-‐Based
Applica=ons
TOP CONCERNS (SIGNIFICANTLY OR SOMEWHAT CONCERNED)
• Security:
73%
concerned
(
8%
from
2011)
• Confiden)ality:
72%
concerned
(
8%
from
2011)
• Privacy:
67%
concerned
(
11%
from
2011)
• Availability:
64%
concerned
(
4%
from
2011)
CPA2Biz, Inc. - Proprietary and Confidential Information
36. What
alleviates
CPAs’
concerns?
CPA2Biz
2012
Technology
Survey
100%
90%
80%
70%
60%
50%
Not
Important
Somewhat
40%
Very
Important
30%
20%
10%
0%
Company
SOC
2
Other
firms'
Strong
SLAs
in
Training
on
reputa=on
usage
place
cloud
service
CPA2Biz, Inc. - Proprietary and Confidential Information
37. Cyber
Security
–
Importance
of
Topic
Cyber Security - Extent
of Issue:
• The growing number of attacks on our cyber
networks has become, in President Obama's words,
"one of the most serious economic and national
security threats our nation faces.“
• FBI Director Quote. “Today there are only two types
of companies – those that have been hacked or will
be hacked.”
CPA2Biz, Inc. - Proprietary and Confidential Information
38. Cyber
Security
–
Best
Prac)ces
1.
Informa)on
Security
Framework
– Third
Party
Security
Reviews
(SOC
Reviews,
Intrusion
tes=ng,
etc.)
– Document
processes
and
procedures
– Understand
Your
Threat
Landscape
– IT
Security
Policies
&
Vendor
Agreement
Reviews
2.
Incident
Response
Framework
– Know
when
to
acknowledge
outside
support
is
needed
– Leverage
established
response
network
(law
enforcement,
cyber
experts,
specialists)
3.
Ongoing
Educa)on
Ac)vi)es
– Educate
how
you
communicate
digitally
to
members,
customers,
employees,
etc
4.
Cyber
Insurance
CPA2Biz, Inc. - Proprietary and Confidential Information
39. Cyber
Security
Threat
Landscape
Areas
• External
–
phishing
aQacks,
hacking,
state
sponsored
espionage
• Internal
–
disgruntled,
disloyal,
depar=ng
employees
• Human
error
• Ac)vists
–
denial
of
service,
reputa=on
aQacks
• Iden)ty
Thec
–
IRS
tax
refund
fraud
• Economic
espionage
(state
sponsored,
compe=tors)
CPA2Biz, Inc. - Proprietary and Confidential Information
40. Cyber
Security
Landscape
Defining
Your
Threat
Landscape
§ You
need
to
define
the
par=culars
of
your
situa=on
§ Different
measures
and
strategies
− Na=onal
Security
Organiza=ons
− Fortune
100
Companies
− Poli=cal
Targets
− Small
Businesses
− Consumers
CPA2Biz, Inc. - Proprietary and Confidential Information
41. Member
Educa)on:
What
CPA
Firms
Should
Be
Doing
• Vendor
management
• Mobile
device
policy
• Cloud
compu=ng
• Educa=on
to
avoid
falling
• WriQen
informa=on
security
for
phishing
scams
or
social
policy
engineering
• Affiliate
with
local
security
• Insurance
op=ons
where
consultant/forensic
vendor
affordable
• Smart
password
prac=ces
• Employee
training
and
• Back-‐up’s
educa=on
• An=
virus
/
malware
• Strong
encryp=on
vigilance,
currency
CPA2Biz, Inc. - Proprietary and Confidential Information
42. Expansion
of
SAS
70
to
Meet
Market
Needs
• Service
Organiza)on
Control
(SOC)
Reports
– SOC
1:
Financial
Repor=ng
– SOC
2
&
SOC3:
Based
on
Trust
Services
• Trust
Services
– Security
– Availability
– Processing
Integrity
– Confiden=ality
– Privacy
• Opportunity
to
Lead
CPA2Biz, Inc. - Proprietary and Confidential Information
43. Rebirth
of
Client
Accoun=ng
Services
in
the
Cloud
CPA2Biz, Inc. - Proprietary and Confidential Information
44. Significant
Impact
of
Cloud
Compu)ng
&
Mobile
to
Major
Firm
Service
Lines
Client
Audit
Tax
Accoun)ng
Efficiencies Efficiencies Transformative
Innovation Innovation Revenue Growth
Key Outcomes: Automation, collaboration, improved workflow,
processing efficiencies, improved quality of service
CPA2Biz, Inc. - Proprietary and Confidential Information
45. Client
Accoun)ng
Over
Past
20
Years
Today’s Opportunity
Today
ü Cloud based
ü Integrated
2000
ü Paperless
Small Businesses ü Dashboards
1990
push work back to
firms to focus more on ü Real Time
their business
Role of Firms Reduced
QuickBooks introduced Re-claiming of Client Accounting
to small businesses
& Trusted Advisor Role
CPA2Biz, Inc. - Proprietary and Confidential Information
46. Disrup)on
in
OUR
World
• Accoun=ng
is
on
cusp
of
disrup=on
• Freshbooks
/
Accountants
Relief
/
Xero
/
Wave,
etc.
• CPA2Biz
• Thomson
Reuters
/
CCH
/
Intuit
• Countdown
is
two
to
four
years
• PERSONAL
PREDICTION:
“By
2017
there
will
be
no
premise-‐based
soBware
leB
in
public
accounCng.”
CPA2Biz, Inc. - Proprietary and Confidential Information
47. Accoun)ng
Socware
Must
Scale
to
Firm
and
Client
Needs
Client
Accoun)ng
Services…
Advisory
Collabora)ve
Advisory
Services
–
Virtual
Virtual
CFO
Business
Process
Controllership
TransacConal
Outsourcing
Write-‐Up
Specialize in Client Industry Verticals
— Healthcare — Technology — Retail — Property Management
CPA2Biz, Inc. - Proprietary and Confidential Information
— Not-For-Profit — Professional Services — Franchises — Government Contractors
48. Driving
Adop)on
in
a
Digital
Age
Technology
Talent
Business
Change
Most significant
challenge
CPA2Biz, Inc. - Proprietary and Confidential Information
49. 40
Products
You
Should
Know
About
10
Prac)ce-‐specific
Products
10
Client-‐facing
Products
10
General
Financial
Products
10
General
Use
Products
CPA2Biz, Inc. - Proprietary and Confidential Information
50. Selected
Prac)ce-‐specific
Products
Available
Today
1. Global
Fx
6. Confirma=on.com
2. Intuit
Tax
Online
7. ProfitCents
3. XCM
8. GruntWorx
4. Firmflow
9. Beyond
415
5. GoSystem
Tax
10. AverQ
CPA2Biz, Inc. - Proprietary and Confidential Information
51. Selected
Prac)ce-‐specific
Products
Available
Today
1. Global
Fx
6. Confirma=on.com
2. Intuit
Tax
Online
7. ProfitCents
3. XCM
8. GruntWorx
4. Firmflow
9. Beyond
415
5. GoSystem
Tax
10. AverQ
CPA2Biz, Inc. - Proprietary and Confidential Information
52. Selected
Client-‐facing
Products
Available
Today
1. Quickbooks
Online
6. webKPI
2. Bill.com
7. Accountants
Relief
3. NetSuite
8. Xero
4. Wave
9. iLumen
5. Sure
Payroll
10. Intacct
CPA2Biz, Inc. - Proprietary and Confidential Information
53. Selected
Client-‐facing
Products
Available
Today
1. Quickbooks
Online
6. webKPI
2. Bill.com
7. Accountants
Relief
3. NetSuite
8. Xero
4. Wave
9. iLumen
5. Sure
Payroll
10. Intacct
CPA2Biz, Inc. - Proprietary and Confidential Information
54. Selected
General
Financial
Products
Available
Today
1. Mint.com
6. SalesForce.com
2. Personal
Capital
7. SuccessFactors
3. ExpenseCloud
8. FreshBooks
4. BoardVantage
9. Outright
5. Cortera
10. Prosper.com
CPA2Biz, Inc. - Proprietary and Confidential Information
55. Selected
General
Financial
Products
Available
Today
1. Mint.com
6. SalesForce.com
2. Personal
Capital
7. SuccessFactors
3. ExpenseCloud
8. FreshBooks
4. BoardVantage
9. Outright
5. Cortera
10. Prosper.com
CPA2Biz, Inc. - Proprietary and Confidential Information
56. Selected
General
Use
Products
Available
Today
1. Dropbox
6. TripIt
2. CPA.com
Backup
7. ShareFile
3. Google
Apps
8. LeapFile
4. MicroSom
365
9. YouSendIt
5. Find
My
Device(s)
10. SmartVault
Apple
Others
CPA2Biz, Inc. - Proprietary and Confidential Information
57. Selected
General
Use
Products
Available
Today
1. Dropbox
6. TripIt
2. CPA.com
Backup
7. ShareFile
3. Google
Apps
8. LeapFile
4. MicroSom
365
9. YouSendIt
5. Find
My
Device(s)
10. SmartVault
Apple
Others
CPA2Biz, Inc. - Proprietary and Confidential Information
59. Are
You
Losing
the
“Race
to
the
Cloud?”
7 Early Warning Signs
calling it SaaS
① You are using ASP and
l branding”
② Y ou have no formal “digita
strategy e server
③ You are op erating your own Exchang
ing accounting
④ You have not attended a lead
er a year.
technology conference in ov
staff are
⑤ Y our members and/or your
QuickBooks
complai ning about dealing with
files
der 30
⑥ You have no staff members un
ing at least 3
⑦ You aren ’t PERSONALLY us
SaaS services
CPA2Biz, Inc. - Proprietary and Confidential Information
60. A
Conference
Sugges)on
…
George Will Geoffrey Moore
The first-ever, cloud user conference brought
to you by the AICPA and our strategic
business solutions partners, will help
attendees embrace cloud technology as a
strategic opportunity to start or evolve their
client accounting services and tax practice
into the digital firm of tomorrow.
Barry Melancon Erik Asgeirsson
CPA2Biz, Inc. - Proprietary and Confidential Information
61. The
Digital
CPA
Cloud
User
Conference
Firm
Technology
Cloud
Compu=ng,
Mobile,
Social
Media,
Change
Management
Trends
Prac)ce
Building
a
Virtual
CFO
Prac=ce…Pricing
Development
Services,
Engagement
LeQers,
Staffing
Models,
Marke=ng
Best
Prac=ces
Tools
Accoun=ng
Somware,
Bill
Oct 28 - Oct 30, 2012
Hands-‐On
Management
and
Cash
Flow,
Tax,
Gaylord National, Washington, DC
Recommended CPE Credit: 19
Accoun=ng
&
Audi=ng
Workflow
User
Training
Automa=on
CPA2Biz, Inc. - Proprietary and Confidential Information
62. Thank
You
• To
learn
more
go
to
www.cpa.com
• White
papers,
case
studies,
etc.
• Educa=onal
webinars
• We’re
happy
to
speak
to
your
membership
–
please
contact
us
to
discuss
availability
for
2013!
CPA2Biz, Inc. - Proprietary and Confidential Information
63. Ques=ons
…..
CPA2Biz, Inc. - Proprietary and Confidential Information