CPA - medium firm
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Tired of everyone telling you that you need to modernize your accounting operations, but not telling you how to actually do it? Attend this non-technical, but technology-focused session to actually work through creating an innovation strategy and developing a plan for modernizing the way you provide accounting services with the latest accounting technologies. Learn to revamp your firm or finance department’s service offerings to reduce cost and reduce your staff’s workload, while allowing your staff to focus on more value-added areas like financial planning and analysis and decision support. While automation technologies come with some cost, they greatly reduce manual labor and risk of error when integrated well. By providing more holistic services to your “clients”, you can help them improve their overall performance and better position yourself to be a trusted advisor—can you afford not to attend this session?
Learning Objectives:
- Identify how to select your accounting apps and develop your innovation strategy
- Define your “intraprise architecture” and use it to visualize the changes to your firm’s or accounting department’s operations
- Outline insight into the skills and knowledge you will need to build in your staff to maintain your team’s relevance and improve the services you provide
Donny Shimamoto
IntrapriseTechKnowlogies LLC
Managing Director
donny@intraprise.us
(866) 737-9991 x7200
Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and innovation management for small businesses, middle-market organizations, and nonprofits.
Donny is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount.
Donny also serves as an outsourced IT and Innovation "Partner" and advisor for local and regional accounting firms and internal audit departments that lack in-house IT leadership and IT audit expertise. He helps with IT risk assessments and IT advisory services, developing firms' innovation strategy, streamlining internal firm operations, and increasing staff proficiency with IT tools supporting client engagements and service delivery.
Donny is a past chairman of the AICPA's Information Management and Technology Assurance Executive Committee and a former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2018, Top 100 Most Influential People in Accounting (2013 & 2014 & 2017) by Accounting Today. He received the 2009-2010 President's Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor's 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004.
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