Wolters Kluwer Tax & Accounting

Implementing Technology to Maximize Staff Flexibility, Efficiency and Productivity for True Work/Life Integration - A Live Case Study

Free CPE Webcast: Thursday, May 25, 2017 - 1pm EDT

There are many firms that are either employing Digital Tax Workflow technologies to streamline and improve their tax preparation and workflow processes, or considering its merits. Likewise, there are also those that are using technology to improve the work/life balance of their employees by providing flexibility and mobility, while also realizing an increase in productivity and new workflow efficiencies. Hear directly from Julie and Martin Lepper, Principals of multi-office firm Lepper & Company, LLC in Ann Arbor, MI and Pinckney, MI during this one hour webinar and find out what business challenges caused them to consider a move to a more Digital Tax Workflow, the due diligence they went through to confirm their decision to do so, and the benefits they’re now realizing as a result of employing it.

  • Program level: Basic (no prerequisites required).
  • Receive 1 hour of free CPE credit for participating in this live webcast.
  • Please test your system for webcast compatibility by clicking here.
Presented by:

Julie S. Lepper
Lepper & Company, LLC

With 18 years of business endeavors, Julie has gained a complex understanding of successful accounting processes and is ready to share that knowledge to enhance other tax and accounting professionals’  growth and success.  She earned an MBA from Eastern Michigan University and a Bachelor of Accountancy degree from Walsh College.  She is an Enrolled Agent and started her career in public accounting and then moved to consulting with accounting firms.

With over 11 years at a top accounting and tax software company, she has helped thousands of clients increase their profits.  She is currently a member of the National Association of Enrolled Agents, the Independent Accountants Association of Michigan, and is also a QuickBooks ProAdvisor.

  Martin Lepper
Lepper & Company, LLC

Martin provides overall leadership and strategic direction to the firm. He has over 25 years of operations management, product management, product development, and technology management experience across a range of industries including technology, healthcare, and transportation.

Prior to Lepper & Company, LLC, and Premier Payroll Partner LLC, Martin held a range of leadership positions in large global organizations including Thomson Reuters Tax and Accounting, Johnson & Johnson, and United Parcel Service. He held an array of positions across these companies including finance and administration, software development, product management, client services, and security.

Martin holds a B.S. in Criminal Justice from Madonna University, and an M.S. in Management, Strategy, and Leadership from Michigan State University.
  Brian Siet, CPA
Senior Manager, Strategic Relationships
Wolters Kluwer Tax & Accounting US

Brian Siet is a Senior Manager, Strategic Relationships at Wolters Kluwer Tax & Accounting US. Siet’s primary focus is building and expanding strategic relationships with professional associations and accounting organizations to drive increased value to individual firms. Prior to joining Wolters Kluwer, he worked for CBIZ Tofias for eight years in the accounting and audit department and the tax department. During this time, he was instrumental in implementing policies and procedures with the firm’s workpaper management system, CCH® ProSystem fx® Engagement, as well as other accounting and audit and tax solutions.

Siet joined Wolters Kluwer in 2005, consulting firms on policies and procedures utilizing CCH® ProSystem fx® Engagement. From 2006 to 2008, Siet was a Solution Architect/pre-sales engineer and was promoted to Division Sales Manager for the Solution Architect team. During this time, Siet managed and coached teams who support and assist the sale of software and research solutions to wide audiences, specifically accounting firms. Siet has participated in many leadership programs as well as co-led the completion of the organization's first career path program, focusing on development and career advancement.
  Gail Perry
CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsors for supporting this educational session:

CPA Practice Advisor 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110