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PST2222 - Technology's Role in a CPA Firm Merger

‐ Jun 9, 2022 11:30am

Rapid growth, whether through a merger or organically, presents challenges for any firm. A focus on technology planning and integration early in the merger process can mitigate risk to the firm, increase productivity, and support a one-firm culture. This interactive session will provide strategies for leveraging technology to ease your firm’s growing pains.

Learning Objectives:

  • Recognize technology related questions you should ask in preparation for the rapid growth of your firm
  • Interpret strategies for integrating multiple technology platforms
  • Evaluate ideas for leveraging technology to build culture throughout your firm




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