TechTrends 2021: Technology Trends for Accountants Webcast | 4204565C


Date :
December 1, 2020 7:30 AM - 8:25 AM
Location :
Virtual Learning+
Facility :
Webcast Event
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 1.00
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Technology skills are a must-have for accountants today. New technologies come and go, so it’s important to know which ones are right for the organization. It’s important to balance between needs today and future technology needs. Keeping an eye on technology trends helps accountants do that. This session will provide an overview of the latest technology trends for accountants to watch.


  • Describe the evolving role of technology in an increasingly complex world
  • Determine which technologies are a fit for your role or organization
  • Explain the characteristics of information and its value for internal and external use
  • Identify technology trends to watch

Major Subjects:

  • Technology Competency Needs
  • CPA Evolution and Technology
  • Complexity Drivers
  • Impact of COVID
  • US IT Investment
  • Choosing Technologies Wisely
  • Your Data’s Personality and Characteristics
  • Data Driven Decision Making
  • The Value of Technology Enablement
  • Dual Role of Accountants as Champion and Caretaker of Technology
  • Technology Trends

Advanced Prep:


Misc. Information:

Level of Difficulty:
Field of Interest:
Information Technology
Designed For:
CPAs and accounting/finance professionals


Brad Monterio
Brad Monterio, principal and senior vice president of Colcomgroup Business Communications Solutions, has over 19 years of marketing, branding, communications, public relations, product management/development, and design experience working with nationally recognized organizations. Mr. Monterio speaks often about marketing and communications issues for professionals. Mr. Monterio has served in senior corporate positions at Chase Manhattan Bank as Global Marketing/Product Manager for International Private Banking and National Marketing Manager at the Chase Information Center for credit and deposit products. He has also served as Marketing Director and Product Development Director for Fitz and Floyd, Inc., where he directed international programs for its high-end home furnishings and giftware collections. Additionally, Mr. Monterio has served in a similar role for Silvestri, Inc., a large seasonal product manufacturer. Throughout his career, Mr. Monterio has managed domestic and international marketing, branding, public relations, advertising, special events, product management, and product development programs. He has particular specialty with start-up businesses and new product launches. Mr. Monterio joined Colgren Communications Group/colcomgroup in 1997 as principal and senior vice president. Colgren Communications Group, Inc. is the parent company for Colcomgroup. His role with Colcomgroup currently focuses on strategic planning and image development, marketing, product branding, media relations, government affairs, special events planning, writing and research for all clients. In addition, he is responsible for developing new business opportunities, programs and affiliations. Since 1998, Colcomgroup has been providing marketing and communications counsel to the AICPA. Mr. Monterio also works with CalCPA and the Texas Society of CPAs on marketing and communications initiatives. Mr. Monterio is a member of the American Society of Association Executives. Colcomgroup is also involved with the Association of Accounting Marketing. Mr. Monterio graduated in 1988 from Dartmouth College.


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