Newsletter July 2026
Turning Data Into Better Decisions
Data is one of a firm’s most valuable assets, but only when it’s accurate, accessible, and easy to act on.
When information is spread across multiple systems, reporting becomes time-consuming and decision-making slows down. With connected data and real-time visibility, firms can monitor performance, plan proactively, and respond with confidence.
PracticeERP gives firms the tools to transform data into meaningful insights that drive better decisions and operational success.
Webinars to Share
AI for CPAs: Start With the Basics
Tuesday, July 21, 2026 2:00 PM EDT Artificial intelligence is rapidly becoming part of the conversation for CPA firms, but many leaders are still trying to understand what it actually means for their business. AI is everywhere, but most CPA firms are still figuring out where to begin. This session is designed to help CPA firm leaders understand what AI is, where it can help, what risks to watch for, and why firm data needs to be clean and connected before AI can truly deliver value.
Data-Driven Decision Making: Leveraging Real-Time Insights for CPA Firms
Thursday, July 23, 2026 12:00 PM EDT In today's fast-paced financial landscape, the ability to make informed decisions swiftly can set CPA firms apart from the competition. Join us for an insightful webinar that explores the transformative power of real-time data in decision-making processes, how ERP (Enterprise Resource Planning) systems can be your strategic ally, and where AI fits into the picture. This engaging session will delve into the significance of real-time data for CPA firms, highlighting how timely insights can enhance accuracy, drive efficiency, and foster proactive decision-making. You will learn how ERP systems centralize and streamline data, providing instant access to critical information. This foundation also enables AI to surface insights, automate tasks, and support faster decision-making.
AI and the Lethal Trifecta
Monday, July 30, 2026 12:00 PM EDT AI is quickly moving from simple chat tools to systems that can access business data, automate workflows, and support decision-making. While tools like ChatGPT, Copilot, and AI-powered applications can create major efficiencies, they also introduce new risks organizations need to understand. In this session, we discuss how AI works, common risks businesses should be aware of, and practical ways organizations can use AI more safely and effectively.
AI, Compliance & ERP: Getting Your Data House in Order
Friday, August 14, 2026 12:00 PM EDT As artificial intelligence continues to evolve, organizations are increasingly considering how it fits into their existing systems, processes, and governance structures. This webinar provides a general overview of the relationship between AI, compliance, and ERP systems, and how these areas intersect in today’s business environment. Attendees will gain perspective on how ERP systems can support organizational structure, data management, and operational consistency as businesses explore emerging technologies like AI. This discussion is intended to help organizations think broadly about aligning innovation with established business practices and oversight requirements.
Building a Technology Strategy for Your Business
Thursday, August 20, 2026 12:00 PM EDT In today’s rapidly evolving business landscape, selecting the right technology is critical to achieving sustainable growth and operational efficiency. This webinar will guide you through the process of crafting a robust technology strategy with an ERP as the core of your business. Learn how to evaluate, prioritize, and integrate supporting tools and solutions to complement your ERP and drive your organization’s success. Whether you’re scaling operations, optimizing workflows, or planning for future innovations, this session will provide actionable insights to help you make informed decisions and build a technology stack that empowers your business to thrive.
By the Numbers
71% of CFOs
say traditional financial metrics are no longer sufficient.
51% of CFOs
rank improving financial forecast accuracy and quality among their top priorities for 2026.
68% of CFOs
believe enterprise value metrics need to be reevaluated.
Where You Can Find Us
CPAmerica Technology Round Table
July 14-17, 2026 | Vail, Colorado
HeadWaters Conference
July 16-17, 2026 | Chicago, Illinois
Boomer Circle Summit
August 16-19, 2026 | Kansas City, Missouri
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