CPE Seminar

TouchPoint Raleigh: Business Transformation Journey

October 9, 2018


We are in the era of digital and business transformation, but what does that mean for you? It is an amazing opportunity to empower your employees to automate and optimize business processes and time-consuming tasks, freeing them to focus on their best work.

Process automation spans multiple touchpoints between people, technology and business. Join us for an inspiring morning to fuel your business transformation journey from planning and strategy, to the tools and technology that can create a more connected and efficient workplace with improved performance.


Driving Value from Process Efficiencies

  • Toby Stansell | Chief Operating Officer | THInc.IT

In this session, Toby will discuss achieving true ROI by creating process efficiencies. This is a strategic effort that begins with identifying a company’s costly pain points and identifying the metrics to ensure technology investments are bringing value. You will learn how to determine the processes in your organization that would be candidates to utilize workflow, process, and transaction automation.

Collaboration Reimagined with Office 365

  • Dan Hulen | Senior Manager | THInc.IT

Office 365 has some of the most dynamic products on the market with OneDrive, Outlook, OneNote, SharePoint, PowerApps, Flow, Teams, Planner, and many others. When these products are set up to work together, they can make your organization more efficient, more connected, and more productive. When they are not set up to work together, they can produce the opposite effect. In this session, we will examine how all these products work together, how to use them, and how to create a better user experience for your organization.

World Class IT

  • David Romig, II | President | THInc.IT

Individuals leading an organization’s technology efforts must work a balancing act between seemingly contradictory expectations of management and end users in a fiscally responsible manner. In this session, we will dig deeper to find the right balance between innovation and risk and building success through incremental wins based on existing tools and effective adoption.


  • Toby Stansell | Chief Operating Officer | THInc.IT
  • David Romig, II | President | THInc.IT
  • Dan Hulen | Senior Manager | THInc.IT

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Recommended Hours of CPE | 3 Hours
Deliver Method | Live Seminar
Program Level | Basic
CPE Category | Information Technology

CPE Sponsors Logo*Cherry Bekaert 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. | www.learningmarket.org

Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies

Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Cate Miller at cate.miller@cbh.com or 704.940.2661 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to: Cherry Bekaert LLP, 6806 Paragon Place, Suite 310, Richmond, VA 23230, ATTN: Cate Miller

Record Retention Policy

Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

  • Course outline
  • Course content and handouts
  • Sign in sheets
  • Dates and locations of training courses
  • Instructor credentials
  • Course evaluations
  • CPE certificates stating amount of recommended CPE credit

Refund and Cancellation Policy

Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is cancelled or if participants are unable to attend the rescheduled event.

Participants who must to cancel their course registration 10 or more business days in advance of the event must contact Cate Miller to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.