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AICPA Practitioners Symposium, AICPA Tech+ Conference, AAM Summit and AAA National Practice Management Conference 2015

Ecosystem of M&A: Technologies Role in Mergers and Acquisitions

Jun 9, 2015 8:55am ‐ Jun 9, 2015 10:10am


Information technology impacts every aspect of CPA firm production , yet is often an afterthought in merger and acquisition discussions. Roman will share real world experiences of both successful and unsuccessful merger integration and what partners should know and understand for before signing an agreement.

  • Discuss the key considerations in integrating a practice and/or consolidating digital resources and personnel
  • Learn the core applications that firms should agree upon and the time frame for optimizing a successful transition
  • Considerations in deciding whether to consolidate, augment existing infrastructures or outsource to the Cloud
  • Demergers: splitting IT when things don’t work out and how both sides can protect themselves


  • Roman H. Kepczyk, CPA, CITP, CGMA, LSS BB, Director of Firm Technology Strategy, Right Networks

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