WCNTSS26: Technology Solutions Showcase
Description
Explore how technology is transforming the accounting profession—from artificial intelligence and emerging tools to workflow automation across the tax lifecycle. This full-day showcase features sessions, demonstrations, and conversations with solution providers focused on improving efficiency, reducing manual work, enhancing client service, and building more scalable, tech-enabled processes.
Objective
-Identify key trends in AI, emerging technologies, and workflow automation -Evaluate tools that improve efficiency, accuracy, and client service -Recognize practical applications of technology across accounting and tax workflows -Identify opportunities to automate processes across the tax lifecycle -Apply best practices to build more scalable, efficient operations
Advanced Preparation
None
Required Knowledge
No prerequisites required. A basic understanding of accounting, finance, or tax processes is helpful but not necessary.
Who Should Attend
CPAs, accounting and finance professionals, tax professionals, firm leaders, operations and IT leaders, and technology decision-makers looking to improve efficiency and innovation.
Credit Types
- CPE – Information Technology
GS1: AI & Emerging Technology (Morning Session)
The
NCACPA & INCPAS Technology Solutions Showcase is designed to help
accounting and finance professionals explore the rapidly evolving landscape of
artificial intelligence and emerging technologies. Attendees will discover
innovative solutions that can enhance productivity, automate routine tasks,
strengthen decision-making, improve client service, and support business
growth. Through educational sessions, technology demonstrations and
conversations solution providers, participants will gain practical insights
into the opportunities, risks, and real-world applications of AI and emerging
technologies in the profession.
Learning Objectives
Upon completion of this program, participants will be able to:
- Identify
key artificial intelligence and emerging technology trends impacting the
accounting profession. - Evaluate
AI-powered tools and technology solutions that can improve efficiency,
productivity, and client service. - Recognize
practical applications of generative AI, automation, data analytics, or
other emerging technologies within accounting and finance functions. - Assess
cybersecurity, data privacy, governance, and ethical considerations
related to AI adoption. - Connect
with technology providers and industry peers to explore best practices and
future opportunities.
Who Should Attend
CPAs, accounting and finance professionals, firm leaders, technology
decision-makers, operations professionals, IT leaders, and anyone interested in
understanding how artificial intelligence and emerging technologies are
transforming the accounting profession.
Required Knowledge
No prerequisites required. A basic understanding of accounting, finance, or
business operations is helpful but not necessary.
Advanced Preparation
None
Event Level
Overview
GS2: Tax Planning & Workflow Automations (Afternoon Session)
The
Technology Solutions Showcase is designed to help tax professionals discover
how automation, artificial intelligence, and workflow technology can streamline
the tax lifecycle—from client onboarding and data collection to tax planning,
return preparation, review, and client delivery. Attendees will explore
solutions that reduce manual work, improve accuracy, enhance client
experiences, and create capacity within their firms. Through demonstrations,
case studies, and conversations with technology providers, participants will
gain practical insights into building more efficient, scalable, and profitable
tax processes.
Learning Objectives
Upon completion of this program, participants will be able to:
- Identify
opportunities to automate key tax planning and tax preparation workflows. - Evaluate
technology solutions that improve efficiency in data gathering, document
management, tax preparation, review, and client communication. - Recognize
how artificial intelligence and workflow automation can reduce manual
tasks and increase capacity during busy seasons. - Assess
best practices for integrating automation tools into existing tax
processes. - Understand
the potential impact of workflow automation on accuracy, turnaround times,
and client service. - Develop
strategies for creating more scalable and efficient tax operations through
technology adoption.
Who Should Attend
Tax professionals, CPAs, firm leaders, tax managers, operations professionals,
technology decision-makers, and anyone looking to improve efficiency and
scalability within tax planning and tax preparation processes.
Required Knowledge
No prerequisites required. Familiarity with tax preparation, tax planning, or
accounting workflows is helpful but not necessary.
Advanced Preparation
None
Event Level
Overview
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WCNTSS26: Member Registration | Mem | $ |
| WCNTSS26: Non-Member Registration | NM | $555 |
The North Carolina Association of Certified Public Accountants 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: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.