Franklynn Peterson:
Mr. Peterson was manager at Friedman Eisenstein Raemar & Schwartz CPAs in Chicago and co-founder of PDI Technology.   He was founding editor of CPA Micro Report and CPA Network Advisor.  Aside from writing or co-authoring 22 books (including 3 professional titles and a textbook), Franklynn Peterson has written for publications such as Fortune, Advertising Age, Journal of Accountancy and a chain of large-city newspapers.  He has  edited the newsletter now known as CPA Computer Report almost continuously since 1983.  He has presented technology topics to organizations such as those listed to the right.  He has received awards from the Nat'l. Conf. of Christians & Jews, American Optometric Assn., Nat'l. Press Club (twice) and American Business Press.  He has led consulting engagements for Deloitte Touche, Orion Software, NEC Computers, Reader's Digest Assn. and many mid-sized CPA firms.

When not working, he chairs and fund-raises for a local project designed to take families out of homelessness, and catalogs his enormous collection of art in which the Statue of Liberty has been altered to serve propaganda purposes so parts of the collection can be published and displayed at art museums.

Quick Course In Twenty-First Century Security for Accounting Firms and Clients

1. Simple security tasks
     a. Lock it, lock it, lock it
     b. The wireless road to big time ruin
2. The virus threats just get worse
3.  Piracy protection and software licensing
4.  Policies and other resources
     a. Policies and policy manuals
     b. Disclaimers for your Web site
5. Hacker attack strategies
6. Backups: the almost ultimate protection 
     a. Chart: Worksheet to determine  in-house and client losses resulting from hardware or software failure
     b. Chart: Comparative cost of backup hardware
7. Clients’ security and technology needs 
     a. Chart: Sharpening 21st century audit skills 
8. Equipment matters  

Accountant's Guide to Going Paperless:

Conserving Office Space, Time and Resources, Buying New Communication Devices and Telecommuting. 
2003 Edition

The only vendor-independent "show and tell" presentation that lets small firms and large firms see with their own eyes what's involved in moving toward less paper—and it's not just saving a few trees!  It's organizing, managing and putting technology into its proper place—a way to save time, space, overhead and staff, and avoid exposure to liabilities.  Includes an extensive worksheet for realistically calculating the costs and ROI at your office by adopting various strategies for moving toward a less papered environment.  And comes with a $68.50 book on CD.

The presentation deserves at least a 1/2-day time slot, which will include time for extensive questions and answers.  A full day time slot includes time for attendees to submit questions in advance that can be worked into the presentation as case studies.  The presentation includes case studies of CPA firms that made out very well in going to a less-papered environment, and some who muffed it.

 Previous seminars and appearances

Accounting Firms Associated, Inc.
AICPA (Tech, Administrators,  and PCPS)
All Things Considered (NPR)
AM America (CBS-TV)
American Society of Journalists and Authors
Clifton Gunderson LLC
Georgia State CPA Society
Illinois State CPA Society
Indiana State CPA Society
ITA (Information Technology Alliance)
Kentucky State CPA Society
Ohio State CPA Society
The Today Show (NBC-TV)
Virginia State CPA Society
Wisconsin Inst. of CPAs
Wisconsin Inst. of Internal Auditors

Ask for more details on how we can provide a seminar for you.

"I think your article on outsourcing was superb. It really explained the issue and gave the important points. Thank you."
Joanne G. Rosenfeld, CPA, PC
Statesville, NC

CPA Productivity Gadgets:
 How to choose, use and not lose ‘em." 

CPAs are particularly susceptible to deliberate, focused attacks of identity theft. Data in electronic form is so pervasive, any firm that ignores coping with it is sunk. Learn how to work electronically in order not only to survive, but to thrive. Learn to integrate technology into the CPA office in this exploration of three of the biggest trends in accounting today:

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* Moving from time-based client service to value-based

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* CPAs transitioning from paper to electronic

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* Attitudes evolving from casual to secure.   

The seminar can come with a CD containing the entire presentation hyperlinked to appropriate reports and  comparison charts from CPA Computer Report newsletter and other key sources.

Presented to Alaska Society of CPAs.

What's Hot, What's Not! 

The most timely look possible at what CPAs and IT professionals really need to know about what's coming at them down the pike from the Editor of the newsletter that, since 1983, has worked fulltime to find out what's coming, and to influence what's coming for the better.

Presented to ITA.

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