Our Executive Editor, Gregory L. LaFollette, CPA.CITP, is a nationally recognized speaker on subjects that address the use of technology to support a better business process with the goal of building a better accounting practice. Greg is an accomplished professional who is adept at sharing his knowledge in ways that both engage and inform the audience. Over the past several years, he has spoken to CPA societies, state bar associations, industry groups, and computer user groups; and has published numerous articles on financial services and computer systems management. Some of the topics he speaks on are listed below. (More about Greg)
If you are interested in having Greg speak to your organization, please contact Melody Wrinkle at 800-456-0864, ext. 2111.
A Special Day of Consulting for your entire team!
Whether your company is large or small, with a single offering or multiple products, well-established or just entering the marketplace, you can benefit from Greg's extensive background. As both an industry and professional thought-leader, he can help you refine product features, establish target market segments and, most importantly, enhance your understanding of demographics of the accounting profession and the "mind of the practicing accountant."
Greg has practiced for more than 30 years, served as VP of Product Strategy at a major accounting software vendor, and currently directs strategy and editorial content for The CPA Technology Advisor. He regularly speaks to (and with) thousands of practitioners and consults with dozens of vendors serving the profession. No one else offers this deep, rich and complete background. Greg is available for strategic planning/product review upon request -- learn what your customers want, what they need (not always the same thing!) and what your competitors know and don't want you to find out!
This presentation is conducted at your offices. Contact us for more information.
A humorous but methodological decision tree beginning with IT, WHEN and HOW, and concluding with an ecumenical review of several of the industry's leading software packages including pluses and minuses of each. You will leave with an actionable roadmap of how your firm can best travel the "road to less paper."
View the Less-Paper Office Powerpoint in PDF format
Presentation can be timed for 50 to 240 minutes.
Google has announced, Copernic has released, Microsoft has purchased LookOut and Vista is on the horizon. What will life be like when we actually CAN find a needle in a technological haystack? Why searching is so "special" for those practicing public accounting. Real technology for real people!.
Presentation can be timed for 50 to 200 minutes.
Accounting firms all across the country are turning to technology tools in their quest to maintain and build client loyalty. A relatively new genre' of software and services has emerged to assist them. This presentation takes a high-level look at "financial statement analysis", examines the reasons for and against offering the service, reviews the products most often used, and helps participants make solid decisions about adaptation.
Presentation can be timed for 50 to 150 minutes.
This session provides attendees a working model of how to instill USE of technology as a firm standard --- from partners to junior staff. (Guess who's the biggest problem?) We cover systems, gadgets, computers, Internet sites and applications --- everything under the technological sun. You'll leave with a solid understanding of what's useful and what's not, as well as real-life tips on how to get firm wide buy-in!
Presentation can be timed for 75 to 200 minutes.
There was a time when accounting firms "owned" the payroll business. Then came the big processors who somehow convinced us that we were "too good" to prepare payrolls. And then proceeded to build multi-million dollar businesses based on our willing referrals. Thousands of firms are turning the tables — and turning a tidy profit — in the the payroll business!
Presentation can be timed for 50 to 150 minutes.
If your firm is ready to create a Web site or enhance what you already have, this program will introduce you to the development tools and different approaches that are available. Participants will receive an impartial assessment of Web products, complete with side-by-side comparisons and a final grading of each offering. Join us for a fair-minded evaluation of the tools, the cost and the commitment associated with Web development. When a Web site is what you need, this session delivers what you need to know.
Presentation can be timed for 50 to 100 minutes.
The program begins with a review of what you need to do to get started. We'll address the people issues of who would use remote access in your firm, how they would use it and how often. This is followed by an introduction and overview of the technology issues that must be considered for the successful implementation of remote access, ranging from bandwidth, licensing, security, virus protection, connectivity and more. In addition to examples of remote access applied to best practice business situations, participants will see a live demonstration of how the remote workplace can function regardless of physical location.
Presentation can be timed for 50 to 200 minutes.
More than 60 percent of the wireless networks used by small and mid-sized businesses (YOUR CLIENTS!) are unsecured, leaving the door wide open to hackers to steal personal identity and confidential corporate information, access computer networks, and launch attacks from the business networks. Changes are that most don't understand how vulnerable they are.
This presentation will show how simple it is for hackers to break into a wireless network with tools freely available on the internet. We will discuss the types of attacks and vulnerabilities unsecured networks can be subjected to, and discuss the types of options that are available to simply and safely secure wireless networks.
Presentation can be timed for 50 to 75 minutes.
The program begins with a review of what you need to do to get started. We'll address the people issues of who would use remote access in your Blogging has proven to be one of the most quickly adopted uses of the Internet. What do these individualized web+log sites mean to the CPA? This session will cover all facets: who, what, how and most importantly, WHY the world is rushing to blogs.
You'll learn of existing blogs of specific internest to practicing accountants, and we'll look at ways firms are using the technology to stay connected to their clients. We will review specific blog creation tools, RSS technology and touch upon the blog's audio brother: the podcast.
Presentation can be timed for 50 to 100 minutes.
Greg's cumulative average of audience scoring (on a 1 to 5 scale) show a 4.51 ranking for knowledge and 4.62 for presentation, with nearly 4,000 individual responses.
Greg is uniquely qualified to help firms navigate through the technology maze to find practical solutions that work. During his professional career, he practiced for more than 25 years in the large local firm he founded in South Dakota and spent more than five years as VP of Product Strategy for Thomson Creative Solutions. He left that position in 2003 to reclaim his independence and take editorial and strategic responsibility for The CPA Technology Advisor. His role with the magazine provides him enhanced access to the executive leadership of major software vendors while his consultancy role provides him the opportunity to be in literally hundreds of practices.
Greg is also very active in the profession, chairing the prestigious AICPA CITP Credential Committee, and serving on its Top Ten Technologies Committee and its TECH Conference Planning Committee. He also consults ad hoc with many state society technology conference planning committees. Finally, to "sharpen the saw," Greg offices with Eide Bailly, LLP (a Top 30 practice) where he serves as Senior Manager of Tax and Technology Consulting.
Each presentation described here can be tailored to meet the specific needs of your group. If you don't see exactly what you're looking for, please contact The CPA Technology Advisor to discuss a customized program for your organization.
If you are interested in having Greg speak to your organization, please contact Melody Wrinkle at 800-456-0864, ext. 2111.
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