You may have tested the waters in advisory services and utilized some packaged advisory work programs or checklists, but as you expand your advisory services you need to start having a more unified approach to advisory services in your firm. Attend this webinar to learn how to map packaged or vendor-specific work programs into overarching professional standards (E.g. AICPA, IIA). This will help you to manage your risks from increased advisory services work and ensure that you aren’t creating artificial silos and inconsistencies in how you perform the work.
Learn about the commonly used professional frameworks for providing advisory services
Ensure your compliance with overarching consulting services standards in the accounting profession
Learn a holistic approach to creating an advisory services “department” in your firm
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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