Free CPE Webcast: How Technology Has Helped CPAs Evolve Into Trusted Advisors

Wed, Dec. 20, 2017  -- 2:00 PM EST (1:00 PM CST)

On this webinar the SurePayroll team will be discussing the current state of CPAs and how technology trends are impacting firms today. SurePayroll, a leader in the payroll industry, will also discuss how all these trends apply to payroll. We will elaborate on how CPAs can benefit from bringing in new technology to their firms and help them save time and money, manage work flow processes, grow client base and increase profits.

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.

  Jason Copeland
Vice President of Customer Success

Jason is responsible for SurePayroll's retail, bank and CPA sales teams as well as expanding SurePayroll's private label sales initiatives with banks, financial service companies and other partners.

With over 13 total years of payroll sales, management and training experience, Jason joined SurePayroll in 2005 and has overseen the sales team through times of unprecedented growth, earning the team widespread recognition and several national awards for their performance. Multiple individuals on the team have also been recognized for excellence in selling. The 2014 and 2015 Gold Stevie Sales Representative of the Year winners were both members of the SurePayroll sales team.

Most recently, Jason served as the Director of Sales for SurePayroll, responsible for talent acquisition and development, and performance management of the retail and bank sales teams, but has also held roles focused on marketing and sales training. Prior to SurePayroll, Jason spent time as an Account Executive with organizations such as Paychex, Enterprise Fleet Services and IKON Office Solutions. Jason also served as an Air Traffic Control Communications Technician in the United States Marine Corps. Jason attended the College of DuPage and Illinois State University.
  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 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: For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110


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