Overcoming Tech Adoption Challenges in CPA Firms

Overview

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.

Highlights

The major topics that will be covered in this course include:

• Five critical technology adoption challenges facing CPA firms today
• Digital maturity assessment models and implementation frameworks
• AI integration strategies for tax, audit, and advisory services
• Cybersecurity considerations and risk management protocols
• Case studies of successful technology transformations in accounting firms

Prerequisites

None

Designed For

Partners, managing partners, firm administrators, IT directors, COOs, CFOs, practice leaders, senior managers, technology implementation leaders, innovation officers, digital transformation leads, process improvement managers

Objectives

After attending this presentation, you will be able to...

• Identify and address the five key barriers preventing technology adoption in their firm
• Apply the CPA Firm Digital Maturity Model to assess their organization's readiness for transformation
• Evaluate AI tools and vendors using strategic fit criteria appropriate for their firm size
• Implement change management strategies to overcome leadership and staff resistance
• Develop metrics beyond traditional ROI to measure technology implementation success

Preparation

None