1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Date: June 7, 2024
Time: 08:00 am - 04:00 pm
Cost: $300.00 to $370.00
Event Category: Computer Science,Practice Management,Technology,Security
Phone: (503) 282-7247
Email: info@oaia.net
Live Streaming Webinar

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Bob Jennings, CPA, EA
Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

2024 Technology & Security Webinar

Event Description

Technology & Security

Webinar - This is a must attend webinar!!!

If registering for both days make sure you select the package for discounted pricing.


Brought back in 2024 fo the first time in 5 years. the first half of this course is devoted to security.  Beginning with an eye-opening presentation of the security risks present in computer operating systems, browsers and search engines,  we will illustrate the risks and then present solutions.  The discussion is team taught by a 45+ year practicing CPA as well as Taxspeaker's own security expert IT Director, Ryan Jennings.  Wait, we're not done with security though as we then discuss the risks and use of artificial intelligence in a tax office and then enter the security world of the IRS, discussing WISP's. and providing a WISP plan template as well as remote work policies, computer & internet use policies and other useful policies.  The final portion of security then address physical risks of theft, disaster and day to day operations.

The remainder of the day is spent on the latest technology tools and applications  that profitable firms need to use to address labor shortages, profit margins and quality.  In this section we discuss (quickly) desktop/laptop/tablet/server needs as well as scanners, leading to a deeper discussion and (where time permits) demonstration of OCR form recognition, OCR direct software transfer, customer relationship manager software, electronic filing software, cloud hosted computing in SaaS, and remote work solutions.  Throughout class the speakers wil address practical questions from the point of view of non-national firms.





Additional Information
Course Objective

After attending this class you will have a basic understanding of the latest security issues and technologies needed in a small accounting firm.

CPE Hours : 8
Level : Basic
Prerequisites : None
Field Of Study : Taxes

Price for members : $300.00
Price for nonmembers : $370.00