Using Technology to Gain Efficiency and Internal Control in Major Business Processes

Morning Workshop at Providers’ Council 40th Annual Convention & Expo

AAFCPAs Partners Robin Kelley, CPA, CGMA, and James Jumes, along with AAFCPAs’ clients Timothy Barrett, Controller, Pine Street Inn and Andrew Caires, Director of Fiscal Services, Center for Human Development, Inc. will present an interactive Workshop to discuss ways in which technology may be used to gain efficiency and internal control in major business processes. Improvements and thoughtful implementation of technology solutions have the ability to reduce process costs, increase quality, reduce the number of errors, reduce the risks of fraud and more.
Attendees will be able to:

  • Better understand how technology can be used to accomplish greater process efficiency, effectiveness, and internal control.
  • Learn how to get started, plan for, and implement technology solutions.
  • Learn the key considerations and the benefits through case study analysis.

October 19, 2015
11:00 am – 12:30 pm
Boston Marriott Copley Place
110 Huntington Avenue, Boston, MA 02116
AAFCPAs is a proud associate member of The Massachusetts Council of Human Service Providers, Inc. (Providers’ Council), where health and human services providers, businesses and state agencies gather to share their knowledge, learn, network, and grow.

About the Authors

James Jumes
James joined AAFCPAs in 2013 to lead the Business Consulting Services practice. He has more than 25 years of experience working with information technology systems and diverse business operational processes. James is highly experienced in IT controls and assurance, SOX 404, and Service Organization Control (SOC) reports: SOC 1 (SSAE 18), SOC 2, SOC 2+ and 3 attestation reporting.  James developed a unique methodology to delivering SOC reporting services, and he is an AICPA-approved Peer Review SOC Specialist, assisting peer review teams to review SOC 1, 2, 2+ and 3 engagements. He is a HITRUST Certified Common Security Framework (CSF) Practitioner, providing HITRUST CSF self-assessment consulting, or SOC 2 + HITRUST for assessing against the evolving compliance landscape shaped by HITECH, HIPAA, CMS and various other federal, state and business requirements.
Robin Kelley CPA
Robin is a leader of AAFCPAs’ Managed Accounting Solutions practice, providing strategic finance and accounting guidance, and leveraging state-of-the-art cloud-based solutions to support clients’ most critical business and operational processes.  She provides high-level CFO oversight and strategic planning, enabling clients to drive efficiency, reduce the cycle it takes to close books, and develop better benchmark and baseline financial processes to meet regulatory requirements and achieve growth in revenue & profits. Robin advises many organizations in meeting grant & lender compliance requirements, and identifying and addressing risks within their internal control environment.

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