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Innovation shimamoto

CREATING AN INNOVATION STRATEGY FOR ACCOUNTING FIRMS

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE1.0
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateAug 08, 2018
Date OfferedSep 21, 2018
Course Description

Tired of everyone telling you that you need to modernize your accounting services, 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 service offerings to reduce cost and reduce your staff’s workload, while allowing your staff to focus on more value-added services. 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 also better position yourself to be a trusted advisor and increase the value you provide to your clients—can you afford not to attend this session?

Learning Objectives

  • Understand how to select your information systems and develop your innovation strategy.

  • Develop your “intraprise architecture” and use it to visualize the changes to your firm’s operations.

  • Obtain insight into the skills and knowledge you will need to build in your staff to maintain your firm’s relevance and improve the services you provide

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Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 00:19 minutes
QUESTION 2: 00:36 minutes
QUESTION 3: 00:56 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Donny Shimamoto

IntrapriseTechKnowlogies LLC
Managing Director
donny@intraprise.us
(866) 737-9991 x7200

Intraprisetechknowlogies

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 & Innovation “Partner” and advisor for local & regional accounting firms and internal audit departments who lack in-house IT leadership and IT audit expertise; He helps with IT risk assessments and IT advisory services, development of the firm’s innovation strategy, streamlining of 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 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, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was also a Hawaii Top High Tech Leader in 2004.

Connect with Donny on Instragram: https://www.instagram.com/donnyitk/

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CPAacademy.org (Sponsor Id#: 111889) 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.nasbaregistry.org.

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About Our Sponsor

Abacusnext2
As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT. To sign up or learn more visit AbacusNext.com.