TECHNOLOGY SOLUTIONS: A TAILORED APPROACH TO YOUR BACK OFFICE
Even before COVID-19, companies had been moving away from their manual, labor-intensive processes toward new, efficient automated systems. The pandemic only underscored the need for reliable and streamlined systems as teams began working from home and cash flow became an immediate concern.
While automation and digital transformation are not new concepts, they are trends that are growing rapidly as we move through 2021. During this session, we will provide an agnostic comparison of the technology solutions that companies are utilizing to transform their back offices. We will explore popular solutions, like QuickBooks Online, Bill.com, Sage Intacct, Xero, and several others.
ABOUT THE SPEAKERS
Michael Poveda, Managing Director | UHY Advisors
Michael has over 24 years of professional experience providing accounting, assurance and advisory services to clients in various industries. He advises clients on important issues and trends impacting businesses, including complex financial reporting matters, structured transactions, risk management and performance improvement. Michael possesses deep technical proficiency and broad skills that are transferable across professional environments and industries. His areas of expertise include SEC, US GAAP & IFRS reporting, internal controls, risk management, corporate finance and governance. He holds exceptional communication skills, including significant experience at the executive management and board levels.
Kane Polakoff, Managing Director | UHY Advisors
Kane Polakoff has over 25 years’ experience in delivering high value integrated solutions globally, and leading consulting and business process services engagements. Career achievements include building new lines of business from the ground up as well as reinvent organizations to be more competitive within the marketplace by deploying cutting edge technology, robust processes and creating a center of excellence. Kane is the National Practice Leader for UHY Advisors’ Client Accounting Advisory Service (CAAS). The UHY CAAS mission is to provide high value solutions and exceptional customer service to clients by allowing client management additional time to run their enterprise.
Markindey Sineus, Senior Implementation Specialist | UHY Advisors
Markindey Sineus is a CPA and is a Senior Accounting Implementation Specialist at UHY Advisors. Markindey has been with the firm since 2017 and is certified in Bill.com, Expensify, QuickBooks, Xero and Sage Intacct. Markindey enables his clients through technology by customizing solutions to streamline operational activities & workflows and financial reporting. This year, Markindey has been inducted into the Emerging 100 of Atlanta, which is a prestigious and committed group of leaders in their respective fields, including attorneys, educators, technology experts, brand and marketing mavens, clergymen, educators and nonprofit leaders, finance gurus, and more.
Recommended CPE Credit: 1
Recommended Field of Study: Computer Applications & Software
Prerequisites: None
Program Knowledge Level: Basic
Advanced Preparation: None
*To receive CPE credit attendees must attend the session via a computer or mobile device, dial in attendees will not qualify. All three (3) attendance verification polling questions must be answered, the survey at the close of the session must be completed, and your time in the session must be a minimum of 50 minutes in order to receive 1.0 CPE credits.
NASBA Sponsor Statement UHY Advisors, Inc. 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. National Registry of CPE Sponsors Number 109122.