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Overcoming Tech Adoption Challenges in CPA Firms

Online

# of CPE Credits

1

Description

The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks, and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks, and building a technology-forward culture that enhances both efficiency and client value.
Participants will explore the CPA Firm Digital Maturity Model to assess their firm’s readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications, and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics, and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you’re a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objective

After attending this presentation, you will be able to...Identify and address the five key barriers preventing technology adoption in their firmApply the CPA Firm Digital Maturity Model to assess their organization's readiness for transformationEvaluate AI tools and vendors using strategic fit criteria appropriate for their firm sizeImplement change management strategies to overcome leadership and staff resistanceDevelop metrics beyond traditional ROI to measure technology implementation success

Credit Types

  • Accounting: 1

Event Level:Basic
Event Code:WRX542025
Event Vendor:CPA Crossings, LLC
Fields of Study:Accounting
Other fields:

    Registration Fees

    RegistrationTypePrice
    Rebroadcast - General (1 hour)Members$60.00
    Rebroadcast - General (1 hour)Non Members$175.00


    CPE Sponsors LogoThe 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.