Winning Hearts and Minds: Leading Tech Adoption in Accounting Practices
Author: Stephen M. Yoss
| CPE Credit: |
2 hours for CPAs |
This practical course provides accounting professionals with actionable strategies for evaluating and implementing technology solutions that drive firm growth and efficiency. Participants will examine case studies showcasing different organizational approaches to hardware, software, cloud, and on-premise solutions while addressing the unique needs of remote workers and in-office teams. The course focuses on immediate implementation techniques rather than theoretical frameworks, ensuring attendees can apply concepts directly within their practice environments.
Through examination of diverse organizational examples, participants will identify practical technology assessment methods and implementation approaches suited to various firm sizes and client service models. The course addresses common technology adoption challenges while providing concrete strategies for managing organizational change and measuring technology investment outcomes. Attendees will gain ready-to-use tools for building technology roadmaps that enhance both operational efficiency and client service delivery capabilities.
Publication Date: January 2026
Designed For
Accounting professionals responsible for technology planning and organizational development initiatives.
Topics Covered
- Technology Infrastructure Assessment Through Organizational Case Studies
- Practical Implementation Strategies for Hardware and Software Solutions
- Change Management Techniques for Remote and In-Office Teams
Learning Objectives
- Identify appropriate technology solutions for diverse accounting practice configurations and workflows
- Apply practical assessment techniques for hardware, software, cloud, and on-premise options
- Implement immediate change management approaches for technology adoption initiatives
- Analyze case studies demonstrating successful technology integration across different organizational models
- Create actionable technology implementation plans addressing remote and in-office workforce requirements
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Information Technology (2 hours)
Program Prerequisites
None
Advance Preparation
None
