In this episode of The Modern Firm Podcast, TJ sits down with Roman Kepczyk, Director of Firm Technology Strategy at Rightworks and one of the profession’s most respected tech consultants. Together, they explore what’s top of mind for firms at the midpoint of 2025—from the accelerating adoption of AI and the emergence of agentic workflows, to the evolving cybersecurity threats and the continued impact of private equity across the profession.

Roman shares practical insights drawn from his extensive work with firms of all sizes, including where AI is showing real returns, why legacy apps are falling short, and how firms can stay ahead by fostering continuous learning and tech leadership. Whether you're figuring out where AI fits in your firm, or deciding whether to stick or switch platforms, this episode offers a strategic look at what it means to stay modern in a rapidly evolving industry.

Roman's experts to follow:
Jason Staats – AI in accounting thought leader

Hector Garcia – CAS & QuickBooks automation

John Higgins – Microsoft Copilot in practice

Bernard Marr – Agentic AI and industry trends

Shelly Palmer – AI in enterprise and beyond

Connect with Roman Kepczyk

• LinkedIn: Roman Kepczyk
• Email: [email protected]

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