This webinar was held on Wednesday, July 23 at 2:00pm ET
Sponsor: IRIS
Duration: 1 Hour
CPA firms across the country know they need to modernize, but what are the real blockers standing in the way? In this CPE-eligible panel, we’ll unpack firsthand insights from the field, including real data gathered at this year’s AICPA ENGAGE conference, and explore the operational, staffing, and workflow challenges firms are still struggling to solve.You’ll hear from firm leaders who are approaching these issues head-on: how they’re rethinking service delivery, improving visibility, optimizing resources, and creating more scalable client experiences. We’ll also hear from the BDO Alliance USA on how its 250+ independent member firms are responding to these challenges across the profession — and what smaller firms can borrow from that playbook.
Learning Objectives:
- Identify the top operational, staffing, and workflow challenges currently facing CPA firms in 2025.
- Recognize the disconnect between perceived digital maturity and the realities firms face in process efficiency and resource planning.
- Evaluate peer-driven strategies for improving visibility, optimizing staffing, and scaling client service delivery.
- Apply practical takeaways to begin addressing internal blockers and drive firm-wide transformation within their own practice.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Accounting |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presenters
Michael Horwitz is the Executive Director of BDO Alliance USA, the largest association of U.S.-based independent accounting, tax, and advisory firms, comprised of over 260 U.S.-based CPA firms, 150 advisory firms, and vendors (Business Resource Network). Michael leads a team of 30 professionals dedicated to maximizing the value of collaboration between member firms, as well as with BDO in the USA and BDO Global. When national firm resources are deployed in local communities through entrepreneurial CPA firms, everybody wins. Michael joined BDO’s Alliance team in 2002. He was previously a tax partner with a Big Four firm, where he helped to create an Alliance with independent accounting firms. Michael is passionate about the accounting profession and the value that the trusted advisors providing assurance, tax, and consulting services deliver to the business community as well as to individuals. He is a business development executive with a proven track record for originating and implementing innovative and profitable business models. His leadership style emphasizes passion, teamwork, and integrity while sharply focused on increasing revenues, margins, and market penetration.
Lacy Magby is a Principal Sales Development Executive at IRIS Software Group, where she partners with CPA firms to help them modernize operations and unlock firm-wide visibility through scalable technology. With more than a decade of experience working directly with accounting firms of all sizes, Lacy brings a deep understanding of the evolving challenges in the accounting profession, from shifting business models to resource planning gaps.
Eva Mrazikova is an AAT-licensed accountant with 20 years of accounting experience, gained both in the industry and the accountancy practice environment. As a digital accountant and trainer, she advised businesses on data migration and training on various cloud and desktop-based accounting software, including payroll and bookkeeping processes. Alongside being Director, Product Marketing for Accountancy with IRIS, Eva is still a ‘hands-on’ accountant and keeps her finger on the pulse of the accountancy world by running her micro practice.
Moderated by
Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O’Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.
Trusted by over 120,000 organisations, from FTSE100 companies to micro-businesses
The right business software can ease your biggest operational challenges – simplifying complex tasks and automating repetitive ones. Whether you’re a business filing its company accounts, or a school communicating with parents and taking payments for school trips, we help improve productivity, compliance and engagement.
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 isaac.obannon@cpapracticeadvisor.com.
Thanks for reading CPA Practice Advisor!
Subscribe Already registered? Log In
Need more information? Read the FAQs
