View Details/Register
View Details/Register
View Details/Register
View Details/Register
CPA - medium firm
CPA - large firm
Automation and Artificial Intelligence (AI) have the transformative power to reshape the tax landscape, offering innovative opportunities for tax practitioners to revolutionize their business practices. In this session, we delve into how these technologies can streamline every aspect of the tax workflow, from data processing to compliance. Additionally, we’ll provide actionable insights into tax professionals' primary concerns regarding AI integration and effective strategies to overcome them.
Learning Objectives:
- Determine how automation and AI can revolutionize tax processes, accelerating workflow while ensuring accuracy and compliance
- Identify real-world examples showcasing how these technologies redefine efficiency in tax practices
- State actionable strategies to address common concerns surrounding the adoption of AI and tax technology
- Recognize how to overcome talent shortages, manage costs, and enhance advisory capabilities with technology-driven solutions
- Define how automation and AI can assist firms in cultivating a more robust and agile practice
- Outline innovative approaches to attract top talent, develop bench strength, and stay ahead in today’s dynamic tax landscape undefined
Pete Miele
Thomson Reuters
Vice President of Sales
[email protected]
Peter Miele is a Vice President of Sales for Thomson Reuters. Pete is responsible for leading sales and business development activities within the tax workflow large firm segment. Previously, Pete spent twelve years as the Vice President of Sales for SurePrep. Pete combines comprehensive tax & accounting, paperless workflow and sales knowledge, along with the ability to communicate effectively across all levels of customer management. Prior to his time with Thomson Reuters and SurePrep, Pete was a Tax Manager with the accounting firm Deloitte, where he gained nearly a decade of tax and accounting experience. Pete earned a bachelor's degree in accounting from Seton Hall University in 1998.
Allen Stahl
Thomson Reuters
Strategic Technology Manager
(800) 968-8900
Over his career at Thomson Reuters, Allen Stahl has held various roles from product support, to training, consulting, and account management. In his new role as Strategic Technology Manager for Thomson Reuters, Stahl partners with our large accounting firm market to understand their priorities and create custom, connected technology solutions that transform ways of working.
Leveraging 8 years' experience as an account executive for the Strategic Top 100 accounting firms, and partnering with our product development and API team, Allen is increasing openness and connectedness across disparate technology tools to meet the most complex issues facing accounting firms today.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.