Webinar: Is Your Firm Ready For Digital Transformation?

Title: Is Your Firm Ready For Digital Transformation?

Moderator: Donny C. Shimamoto, CPA.CITP, CGMA, Managing Director, IntrapriseTechKnowlogies, LLC

Description: With the “great resignation” looming and people seeking full remote or hybrid work arrangements, has your firm fully leveraged digital technologies like automation (to reduce the volume of hours required to complete work), client portals/collaboration apps (to streamline communication and exchange of information and files), e-marketing (to automate the sharing of information to clients and find new clients), and employee engagement (to expand the firm’s culture into the digital sphere and have a better awareness of employee that may be at risk)?

Digital transformation can take a “phoenix” or “evolutionary” approach—the path you take depends on your risk appetite, budget, and business strategy. Attend this non-technical session to figure out which digital technologies you should be looking at and which transformation strategy may be the right one for you.

Learning Objectives:

  • Determine the elements of a sustainable value chain and how they help align mission, operations, and impact
  • Identify the elements of an "enterprise architecture" model and its use in digital transformation
  • Describe information needs and their relevance to digital transformation

 

About Donny ShimamotoDonny 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.

Digital transformation is the process of integrating digital tools into your workflow to streamline data entry and improve the way you deliver value to your clients.

This webinar is part of our Driving Digital Transformation series. View the other virtual events and learn more about this series.

Previous Article
Webinar: The Process of Training High Service Teams in a Remote World
Webinar: The Process of Training High Service Teams in a Remote World

Next Article
Webinar: How to Develop and Implement an Efficient AP Approval Workflow for Your Clients
Webinar: How to Develop and Implement an Efficient AP Approval Workflow for Your Clients