On-Demand Webinar
Presenters: Lauren (Roberts) Tippett and Kellie Halfpap
Recorded on May 21, 2026.
Complete the form to access the recording.
On-Demand Webinar
Presenters: Lauren (Roberts) Tippett and Kellie Halfpap
Recorded on May 21, 2026.
Complete the form to access the recording.
If your agency does its accounting in Applied Epic, regular data cleanup is a must. After all, this data can indicate your agency’s health, and inaccurate data can leave you with a fractured or murky picture. But knowing where to start with your accounting cleanup and how to see it through can feel like a monumental undertaking.
Watch this 90-minute webinar, Fixing What’s Broken: Applied Epic Accounting Cleanup Strategies. During this in-depth session, Lauren (Roberts) Tippett and Kellie Halfpap walk through how to align your accounting methods with your workflows and clean up the key problem areas that impact your financial accuracy the most.
Key takeaways you’ll gain from attending this upcoming webinar:
Audience: Agency members processing accounting in Applied Epic
Level: Intermediate
If your agency does its accounting in Applied Epic, regular data cleanup is a must. After all, this data can indicate your agency’s health, and inaccurate data can leave you with a fractured or murky picture. But knowing where to start with your accounting cleanup and how to see it through can feel like a monumental undertaking.
Watch this 90-minute webinar, Fixing What’s Broken: Applied Epic Accounting Cleanup Strategies. During this in-depth session, Lauren (Roberts) Tippett and Kellie Halfpap walk through how to align your accounting methods with your workflows and clean up the key problem areas that impact your financial accuracy the most.
Key takeaways you’ll gain from attending this upcoming webinar:
Audience: Agency members processing accounting in Applied Epic
Level: Intermediate
Register for Part 2, happening on July 2nd at 1 pm ET! Here’s a quick look at what you’ll get from that session:
Lauren (Roberts) Tippett
Chief Agency Consultant
Kellie Halfpap
Agency Consultant
With more than 30 years’ experience, Kite Technology has earned a reputation for providing high-quality Managed IT and Insurance Consulting Services to insurance agencies across the country. Our aim is to enable the agencies we work with to operate more effectively, prepare for the future, and experience greater business success year after year.
Let's talk!
We would love the opportunity to learn more about your business and how we can help.
Cloud solutions architect
Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.
