Roman H. Kepczyk, CPA is the Director of Firm Technology Strategy for Right Networks. His primary focus is helping firms throughout North America effectively use information technology and accounting applications by optimizing their tax, audit and administrative production workflows.
He has spent the past twenty-two years consulting exclusively with CPA firms and prior to that, ten years with the CPA firm of Henry & Horne, (Arizona’s largest regional firm) where he was the partner in charge of the firm’s Management Advisory Services and Consulting practices. Roman also served as the firm’s Administrative partner where he oversaw Internal Accounting, Marketing, Human Resources, and was responsible for the creation and implementation of the firm’s technology plan and budget.
He is member of AICPA Council, a former member of the AICPA PCPS Executive Committee and a former Chairman of the AICPA’s Information Technology Executive Committee. He has served as a member of other AICPA initiatives, including the Special Committee on Enhanced Business Reporting, eBusiness Task Force, IT Best Practices, IT Research, IT Practices Committees, and Group of 100 projects. In addition, he is a former Chairman of the AICPA Top Technologies Task Force.
Roman was named by INSIDE Public Accounting as one of the profession’s Most Recommended Consultants for each of the years from 2005 through 2017, CPA Practice Advisors Top 25 Thought Leaders from 2011 through 2018, and Accounting Today’s Most Influential People in Accounting thirteen times.
Roman is also an Advisory Board Member to the CPA Firm Management Association (formerly the Association for Accounting Administration) and has served on the Board of Directors of the Arizona Society of CPAs.
He also authored “Quantum of Paperless: Partners Guide to CPA Firm Optimization” which outlines 32 key CPA best practices.
On a technical level, Roman is an AICPA Certified Information Technology Professional (CITP) and a Certified Lean Six Sigma Black Belt (LSS BB). He authored technology chapters for the PPC MAP Handbook, PPC Guide to Paperless Engagements, and sections of the AICPA MAP Handbook. He is also a regular contributor of articles to the AICPA PCPS, CPA Practice Advisor, Thomson Reuters Audit and Accounting publications and the CPA Firm Management Association’s newsletters.
2019 CPA Firm Trends, Technologies and Disrupters Updates (60-150 minutes)
This session will focus on today’s core technology trends impacting CPA firms including cloud, collaboration, connectivity, and IT Security. Roman will discuss today’s leading tax, audit and administrative production best practices including a slew of “Lean Six Sigma” opportunities identified in his consulting within accounting firms.
Roman will also incorporate the latest CPAFMA IT and Paperless Benchmark survey results so firms can see how they stack up and identify specific opportunities for improvement. This session also discusses key disrupters having a significant impact on the accounting profession.
Transitioning from Compliance to Consulting (50 minutes)
The writing is on the wall, traditional compliance services are being disintermediated by advancements in information technology. Firms need to transition to a more consultative focus if they want to grow and thrive in the future.
Roman will present a number of approaches and resources to support this conclusion as well as how to effectively transition your firm and personnel to
Lean Six Sigma Tax Production Optimization (75-100 minutes)
As a Lean Six Sigma Black Belt, Roman will walk through his Lean Tax Optimization process sharing practical examples of how firms are effectively streamlining their tax production processes.
This session will explain what Lean Six Sigma is and how to apply it specifically to your firm’s tax production processes with recommendations backed by the 2018 CPAFMA Paperless Benchmark Survey.
Lean Six Sigma CPA Firm Administration (50-75 minutes)
Roman will take attendees through his Lean Administrative Optimization which discusses practical examples of how firms are optimizing their back-office operations.
Most firms focus process improvement on tax and assurance practices, completely overlooking their own internal operations. Lean Administration will explain how Lean Six Sigma methodologies can improve your firm’s Practice Management, Internal Accounting, Payroll and Knowledge Management processes.
Quantum of Gadgets (50-100 minutes)
Roman Kepczyk, aka CITP 008, presents the latest gadgets impacting your firms, your home, and your life! Discover the practical and recommended tools utilized by firms to optimize production processes today as well as technologies on the “bleeding edge” and beyond.
Roman will discuss a wide array of consumer and business products that are changing the way we live and work and could one day find their way into your firms. This entertaining program is primarily designed to provide practical guidance but is interspersed with themed gadgets and today’s leading CPA trends.
Security Briefing for CPA Firm Personnel (50 minutes)
Security is consistently listed as one of the AICPA’s Top Technology concerns, but few accounting firms take it seriously until they have been impacted by a breach.
Roman will walk through the necessary components of accounting firm’s security including the latest information breach statistics and the specifics of how to minimize your firm’s greatest exposure: YOUR PERSONNEL. He will also provide participants with the necessary resources to review their IT Policy/Governance infrastructure and to conduct their own firm security training.
IT Considerations in M&A (50 minutes)
Information technology impacts every aspect of accounting firm production, yet is often an afterthought when considering a merger or acquisition.
Roman will share real world examples of successful and unsuccessful merger integration including “gotcha” spoilers that could have easily been avoided. This session will help you build your M&A checklist of IT considerations and what to confirm before you sign on the bottom line.