How Ideas Spread: Kickstarting Technological Change Within Your Organisation

Speakers: Aaron Berson, Gettry Marcus CPA P.C., Managing Director of VRTL, New York, NY; David Cardoza, , Expensify, Head of Channel Sales, San Francisco, CA; Janeen Stodulski, CPA, MNP LLP, Partner - CAS Leader, Burlington, ON

Format

Video

Level

Basic

Duration

1h 15m

This video is a crash course on how to introduce beneficial new technology to your coworkers, managers, and leadership.

Learning outcomes

Recognise the manual bottlenecks in your firm’s current workflows and starting the search for the perfect technology to eliminate them
Identify technological “champions” in your firm who will support your case for change, but function as your closest critics when necessary
Recognise how to pitch the benefits of new technology to each person in your firm, depending on who they are and how they’ll benefit

£35.00 (CIMA members only)

£45.00

VAT calculated on checkout

Product information

Overview

This video is a crash course on how to introduce beneficial new technology to your coworkers, managers, and leadership. The first step is to identify which manual processes can easily be automated to save time, money, and headaches for your firm – but that’s the easy part. The hard part is finding the perfect tool for your case and then convincing everyone that the change will be worth it. Prepare for push back, prepare for pessimism, but don’t settle for the status quo.

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Programme level:	Basic
Duration:	1h 15m
Format:	Video
Access:	This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£35.00 (CIMA members only)

£45.00

VAT calculated on checkout

Speakers

Aaron Berson, Gettry Marcus CPA P.C., Managing Director of VRTL, New York, NY
Aaron Berson, CPA, is the Managing Director of the Virtual Business Team (“VRTL”) at Gettry Marcus CPA, P.C. Aaron serves a diverse client base from start-ups to midsize companies, including health care, real estate, professional services, construction and e-commerce. Aaron specializes in cloud-based accounting integration, conversion, and implementation. He also provides application-based ecosystem curation and education. Aaron assists clients with developing financial and growth strategies. As a New York University Adjunct Professor, teaching Computerized Accounting and Start-up, as well as Fraud Accounting, Aaron also provides mentoring to several start-up entities in the New York City Area, in connection with New York University’s Stern School of Business. He also facilitates internal training and contributes to the firm’s thought leadership topics, including technology in accounting, cloud accounting and succession. A graduate of Binghamton University, Aaron holds a Bachelor of Science and a Master of Science in Accounting. He is a member of the American Institute of Certified Publica Accountants (AICPA), and the New York State Society of Certified Public Accountants (NYSCCPA), where he is President-Elect of the Manhattan/Bronx Chapter and Committee Chair of the Emerging Technology Entrepreneurial Committee. In addition, he has been called upon to speak at several national accounting conferences (CPA.com’s Digital CPA, XeroCon, AICPA’s Engage) on accounting technology and the future of the profession. Aaron is a 2018 and 2017 honoree of the CPA Practice Advisor “40 Under 40” award, recognizing young leaders who are helping to positively shape the accounting and tax profession. Most recently, he was named one of the Top 50 Cloud Accountants in North America by HubDoc.
David Cardoza, , Expensify, Head of Channel Sales, San Francisco, CA
David joined Expensify in 2013 to help scale internal processes and expand the product to support larger, more global companies. After a few years of building out Expensify’s sales and onboarding programs stateside, David moved to Melbourne in 2016 to launch Expensify's Australian presence. He led hiring efforts, set up a regional sales strategy, and established relationships with regional accounting firms. Today, David is back in the US heading up the ExpensifyApproved! Partner Program and developing ExpensifyApproved! University into a time-saving resource for accountants worldwide.
Janeen Stodulski, CPA, MNP LLP, Partner - CAS Leader, Burlington, ON
Ask Janeen about CAS, cloud technology solutions or outsourced services. Janeen has more than 30 years in diverse tax, financial, and business consulting experience that she brings to the table. Her diverse accounting and technology background allows her to provide outside the box strategies and solutions for clients. With a love for technology, she brings special focus to end to end solutions for clients encompassing cloud technology and solutions for all aspects of your business. She can help provide technology solutions or offer end to end outsourcing of for some or all of your accounting needs. Clients will benefit from Janeen’s extensive experience in the diverse world of technology, finance, international procurement, EDI, inventory management, ERP, computerized accounting systems and system integration. She advises clients on innovative business strategies, practices, and procedures, to increase profits and returns. Janeen is passionate about, and committed, to client success. A natural leader, teacher, and motivator, she regularly lectures on business, technology, and entrepreneurial issues across Canada. A graduate of Brock University, Janeen received her Certified General Accountant (CGA) designation in 1999 and her MBA from Queen's University in 2002.