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

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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.

When:
October 19, 2015
11:00 am – 12:30 pm
Where:
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 Jumes, MBA, M.Ed.

James joined AAFCPAs in 2013 to lead the firm’s Business Process & IT Consulting practice. He leads a team of senior technologist in the delivery of solutions related to business intelligence & productivity, information risk management and cybersecurity, and special IT attestations, compliance, and certifications. His goal is to strengthen the links between people, process, and technology, which increases productivity and drives business growth. James has more than 30 years of experience working with information technology …
Robin Kelley

Robin D. Kelley, CPA, CGMA, CITP, CSPM, CCSFP

Robin brings a wealth of experience to AAFCPAs’ clients in the areas of System & Organization Control (SOC) Reporting, Agreed-Upon Procedures, and special attestations. Robin has specialized expertise performing quality control reviews of user entity SOC reports, including SOC 1 (SSAE 18), SOC 2, SOC 2+ and 3 attestation reporting. She has extensive experience developing SOC reports for service organizations and has a deep understanding of internal controls from a design, implementation, and testing perspective. This allows …