Northeast Future Ready Firm & Finance Team Conference

Description:

Hosted by the CT CPA Society in partnership with the Center for Accounting Transformation, this Conference will  bring you up-to-the-minute sessions to help you create an innovative and agile firm- leveraging technology to address today's biggest challenging.

Highlights:

  • Innovations in Accounting Automation
  • Automation & Outsourcing- Can they Offset Staffing Shortages?
  • Making Hybrid Arrangements Work for Accounting Firms
  • Using Microsoft Teams to Increase Internal and Client Collaboration
  • Keeping a Pulse of your Team to Improve Performance
  • Creating an Agile Tax Practices: Lessons from Two Covid Tax Seasons

 

 

Objectives:

Provide firm leaders with tips, tools and knowledge for leading their organizations forward in a successful manner in the face of rapid change and evolution in the profession.

Prerequisites:

None required.

Notes:

 

Credits:

6

Course Level:

Overview

Members

Standard Fee: $224.00

Non-Members

Standard Fee: $319.00

Register Now

Vendor:

Connecticut CPA Society

Start:

November 11, 2021 8:20am

End:

November 11, 2021 3:00pm

Check-in starts at 8:15am

Leaders:

Shimamoto, Donny

An innovative thought leader, Donny is dedicated to strategic growth and transformation and throughout his career, has gained invaluable knowledge and exposure to a wide range of industries and sectors allowing him to harness the unique ability to bridge between business and technology.

In 2001, Donny founded IntrapriseTechknowlogies LLC, a specialized CPA firm dedicated to helping small businesses and middle market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth, and development. Donny also works with larger organizations as a trusted business advisor, facilitating organizational strategic planning and execution, IT governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives.

Stitely, Frank

Frank Stitely,CPA, is managing partner at Stitely & Karstetter, CPAs. He’s also CEO of
Clarity Practice Management, a publisher of cloud-based practice management
software. Frank has owned his practice for over 29 years and developed Clarity Practice
Management over ten years to serve the needs of both his practice and his clients. He’s
also the author of “The Relentless CPA.”

Chapman, Shayna

For years, Shayna has been providing quality, personalized
financial guidance to individuals and businesses. Surrounding
herself with a knowledgeable team, the expertise ranges from
basic tax management, accounting, and payroll services to more
in-depth services such as financial statements, planning, and
accounting technology services. In addition to her CPA, Shayna is
a CITP (Certified Information Technology Professional) and a
CGMA (Certified Global Management Accountant). She also has
obtained the Series 7 and 66. She uses these designations to
work with small businesses to help them succeed.
Deeply believing in giving back, she not only works diligently in her CPA firm but sits on several nonprofit
and advisory boards to make her community a better place. Currently, she sits on the Advisory
Board for the Marshall University Lewis College of Business Accounting Department and is the Vice
President of The Holzer Heritage Foundation Board. She is a past board member of the Gallipolis Junior
Women's Club, the Downtown Revitalization Board, and the Gallipolis Historical Preservation Board
among other organizations.
Shayna has twice received the CPA Practice Advisor's 40 Under 40 honor and twice selected as one of
CPA Practice Advisor's Most Powerful Women in Accounting. She contributes to articles regarding tax,
accounting, technology, and small business issues regularly and also blogs regarding these issues.

Designed For:

Specifically designed for partners and firm managers.

No

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