Hear from Ellen Goria, Associate Director – Global Professional Ethics at the AICPA's Professional Ethics Division, in this podcast from the
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Ellen Goria, Associate Director – Global Professional Ethics at the AICPA's Professional Ethics Division
INTERVIEWER
Steven A. Menges, Product Team – Assurance, CPA.com
Interviewee: Martin Zych, CEO, Jirav
Jirav, is an integrated dashboarding, reporting and forecasting platform. Listen as Martin Zych examines the path for adding advisory services for your clients; growing past just reporting what happened, to why did it happen and ultimately to how can we make your clients goals happen.
Interviewee: David Bergstein, CPA, CITP, CGMA, Intuit
David Bergstein, Digital Evangelist at Intuit, shares Intuit’s thoughts on how Artificial Intelligence assists, gathers, places and categorizes data to make the accountant’s life easier, allowing them to better advise clients and make important decisions.
Interviewee: Evan DeFord, Customer Experience Director, Inflo Software
Success lies in understanding this is a journey. Leverage the technology to allow time for engagement teams and the context to client’s data.
Interviewee: Enrico Palmerino, Founder & CEO, BotKeeper
Categorization, Classification and Reconciliation are now completed through a combination of artificial intelligence, machine learning and knowledgeable human accountants, increasing data accuracy to 99% and elevating the CPAs value to their clients.
Interviewee: Molly Boyle, Senior Manager of Solutions Marketing, BlackLine
Molly Boyle, Senior Manager of Solutions Marketing with BlackLine, takes a look at the transformation of the audit. It is about the harmony between people, process and technology and the “Art of the Possible.”
Interviewee: Patrick Stern - Lead, North America and Senior Account Manager for Spotlight Reporting
Interviewer: Della Copp, CPA.com
Join Patrick Stern as he shares the many facets and variables available to scale your time with technology to offer unique advisory services for small, five person firms and larger. Patrick gives examples across different practice areas, from tax, wealth management and consulting/audit as clients look at transforming their practice areas.
