In this App Academy session, Jatin Narang of Verito explores how tax and accounting firms can simplify technology management while strengthening security and compliance. Learn how secure cloud hosting, managed IT, dedicated private servers, WISP support, employee security training, and 24/7 technical assistance can help firms protect client data and support remote teams while staying focused on their core accounting work.
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In this App Academy session, Matt Bitz of Rightworks examines how accounting firms can embrace rapid technology change without sacrificing security or control. The session covers cybersecurity risks, secure access for remote and offshore teams, data governance, AI adoption, and the importance of developing an AI policy and incorporating AI considerations into a firm's WISP. Learn practical strategies for building a secure technology foundation that can scale alongside your firm.
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In this App Academy session, Allyson Kummins of Flywire demonstrates how finance teams can modernize accounts receivable with automated workflows, global payments, and connected business systems. Explore Flywire's Invoiced platform and Integration Studio, including automated billing and collections, customer payment portals, international payment capabilities, and no-code integrations that connect ERPs, CRMs, QuickBooks, project management tools, and other applications.
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In this Future Forward: AI & Cybersecurity session, Brittany Hill and Chris Jordan of Flywire explore how artificial intelligence is transforming accounts receivable and finance operations while addressing the cybersecurity risks organizations must consider. Learn practical strategies for evaluating AI tools, implementing responsible AI, strengthening security, and improving AR efficiency through automation and intelligent workflows. Connect with Brittany 👉 https://www.linkedin.com/in/brittanyphill Connect with Jordan 👉 https://www.linkedin.com/in/chris-jordan-676aa95
In this Future Forward: AI & Cybersecurity session, Tiffany Caponigro of Rightworks explains why cybersecurity is a core business responsibility for accounting firms. The session covers phishing, ransomware, credential theft, regulatory requirements, written information security plans, employee training, and practical safeguards firms can use to protect client data, maintain trust, and strengthen operational resilience. Connect with Tiffany 👉 https://www.linkedin.com/in/tiffanycaponigro/ Learn more 🌐 https://www.rightworks.com/solutions/
In this AI in Practice Talks session, Jan Haugo demonstrates how AI can uncover hidden workload patterns, identify process bottlenecks, and pinpoint the best opportunities for automation. Learn how to use data-driven insights to prioritize improvements, balance workloads, and build more efficient accounting workflows instead of relying on assumptions. 🔗 LinkedIn Connect WIth Jan 👉 linkedin.com/in/janhaugo
Discover how Gemini for Google Workspace can help accountants and business professionals work smarter with AI. In this AI Talks session, Donna Reade demonstrates practical prompting techniques, AI-powered research, writing assistance, document creation, and everyday productivity tips using Gemini. Learn how to leverage Google's AI tools to streamline workflows, improve efficiency, and get more accurate results for your daily business tasks. 🔗 Connect with Donna 👉 https://www.linkedin.com/in/donnareade/
Stay up to date with the latest QuickBooks enhancements in this QBTalks session. Murph (William Murphy) covers recent updates across QuickBooks Online, QuickBooks Online Accountant, Intuit Enterprise Suite, Desktop, Payroll, Workforce, Payments, and Bill Pay. The session also features a sponsor presentation from Avalara, where Mike Tribout demonstrates how automated sales tax compliance integrates with QuickBooks to help businesses simplify multi-jurisdiction tax management. Speaker: William "Murph" Murphy Sponsor Speaker: Mike Tribout, Avalara Sponsor: Avalara 🔗 Connect with Mike 👉 https://www.linkedin.com/in/michael-tribout-74417137 🔗 Learn more 🌐 https://www.avalara.com/
Discover the latest updates on Intuit's transition from ProAdvisor to ProPartner Accountants, including new benefits, education, community initiatives, and Intuit Accountant Suite enhancements. Plus, learn how Figured helps accounting firms transform agricultural clients from compliance to advisory through cloud accounting, AI, forecasting, and farm financial management. 🔗 Connect with Jaclyn 👉 https://www.linkedin.com/in/jaclynanku/ 🔗 Learn more 🌐 https://www.figured.com/en-nz/
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In this Tax Talks session, Dr. Christine Gervais welcomes Jonathan Young, VP of Growth at SmartVault, for a discussion on how accounting firms can modernize their technology stack while reducing workflow friction and unnecessary app sprawl. The session explores the hidden costs of disconnected systems, best practices for evaluating AI solutions, and strategies for creating more efficient, secure, and scalable workflows. Attendees gain practical insights into document management, tax workflow optimization, and building a technology ecosystem that supports long-term firm growth. Connect with Christine Gervais 🔗 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039/ Connect with Jonathan 🔗 https://www.linkedin.com/in/jonathan-young-91788a12/
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In this AI Talks session, Donna Reade introduces accounting professionals to Claude, Anthropic’s AI assistant, and demonstrates practical ways to use it for writing, brainstorming, client communication, and everyday productivity. The session covers effective prompting, privacy settings, Claude’s model options, and safe AI use for accountants and bookkeepers. 🔗 Connect with Donna 👉 https://www.linkedin.com/in/donnareade/
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Summer is a popular time to hunt down new technology to fix problems (or sometimes to just break up with a vendor you are mad at….) But, how do you do this effectively and in a way that brings the team together? In this session Will and Julie will talk through strategies to help make this a good use of time, not just a fruitless exercise. Connect with Will on 🔗 https://www.linkedin.com/in/wghill/ Connect with Julie on 🔗 https://www.linkedin.com/in/the-julie/
