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Join Us September 7, 2023 at 11:00 AM ET

The future of accounting is firmly rooted in technology, and firms are demonstrating their commitment to progress. According to the latest Caseware State of Accounting Firms Trends Report, 70 percent of respondents said their rate of technology adoption will increase to some degree.

Attend our upcoming webinar and gain insights from industry experts Karen Larsen, Partner at Baker Tilly US, and Ricky McClure, Senior Manager of Operations, Technology & Data Analytics Leadership at Wipfli LLP. They will share perspectives on the current state of technology within the profession and discuss their approaches to automating work processes and enhancing client collaboration. They will also delve into various technology-related topics, including:

  • Tech Trends: Gain an understanding of the latest technology developments, where firms stand today and how they can tackle challenges and successfully adopt new tools.
  • Collaboration: Learn how firms are leveraging new ways of collaborating with clients and using technology to generate efficiencies internally while providing a better experience.
  • Automation: Understand the importance of integration and how to use technology to automate audit engagement processes. Our speakers will share examples of how firms can integrate platforms and systems.

Meet your speakers

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Karen Larsen

Partner, Professional Practice Group, Baker Tilly LLP

As a partner in Baker Tilly’s Professional Practice Group, Karen has more than 25 years of experience serving the business advisory, assurance and financial reporting needs of clients. Karen actively leads initiatives across the assurance practice including Baker Tilly’s Global Focus methodology solution as well as audit software technology and innovation. For the past several years, Karen has also been involved in various product development initiatives with the AICPA including the Dynamic Audit Solution.

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Ricky McClure

Senior Manager, Operations, Technology, Data and Analytics Leadership, Wipfli LLP

Richard McClure is a senior manager of operations in the firm’s audit and accounting practice.   He is the designer and technical lead of Wipfli’s AUDILYTICS© product, the firm’s self-built audit methodology, and his extensive experience with technology and innovation has allowed him to lead efficiency and automation forward at Wipfli with attention to AI, machine learning, RPA and data analytics. Richard’s analytical skills, attention to detail, and dedicated commitment to understanding unique projects, allows him to provide strong leadership and impact to firm initiatives.

Not able to attend the live session? Register anyway and we’ll send you the on-demand recording.

*CPE Credit not applicable for viewing recorded webinar.