A live webinar hosted by CPAacademy.org · June 5, 2026 · 11:00 AM EDT · 1 CPE Credit
Reserve Your Seat →
Most firm owners know they need better software, practice management, AI tools, and automation. Yet most still haven’t moved.
In this webinar, 30-year practitioner Jason Blumer of Thriveal CPA Network explains why — and it isn’t laziness. It’s the predictable behavioral economics of status quo bias, loss aversion, and decision overload. These are the same forces behind 65–75% of technology implementations that fail or significantly underperform.
Drawing on research from McKinsey, Prosci, BCG, and the Standish Group, this session reframes adoption as a leadership problem rather than a software problem. Participants leave with a concrete framework: a three-month implementation runway, the role of the internal champion, a two-audience communication plan, and a vendor evaluation scorecard for any AI or practice management tool they consider.
What You’ll Learn:
- Identify the three behavioral-economic forces — status quo bias, loss aversion, and the paradox of choice — that drive technology adoption stalls in accounting firms, and recognize how each appears in your own decision-making
- Apply a structured three-month implementation framework — including discovery, configuration, migration, pilot, training, and go-live — to plan a successful rollout of AI or practice management software, while avoiding the top five causes of implementation failure
- Develop an internal and client communication plan that designates a project champion, addresses the cascade-failure gap between leadership and front-line staff, and uses a vendor evaluation scorecard to objectively compare technology options