COVID-19 created an unprecedented economic crisis that accountants were called upon to triage and stop continued economic bleeding. Accountants had to help many business owners and colleagues make difficult business decisions that often went well beyond finance. In this workshop, we’ll take a look at the “new normal” and the multi-faceted role that accountants play in economic triage and the building of business resiliency.
We’ll explain how core accountant skills like risk management and financial planning & analysis—and their supporting technologies—combine with our core competencies of ethics and objectivity to play critical roles in driving better business decision-making. Better business-decision-making and business continuity planning enable more business agility and holistic business solutions—creating a more resilient business that can quickly pivot when the next pandemic occurs.
This workshop will feature the following topics from thought leaders in the profession:
There will also be two hours of virtual group work to help you practice applying the lecture concepts so that you leave the workshop ready to utilize the learning in your organization or with clients.
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 who 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 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.
Rick Richardson is Managing Partner of Richardson Media & Technologies, LLC, a multi-media and strategic technology consulting company. Before forming his current company, he had a 28-year career in technology with Ernst & Young. For the last twelve years, he served as National Director of Technology. Rick has been named to the “Technology 100” – the annual honors list of the 100 key achievers in technology in America and honored by the American Institute of CPAs with two-lifetime achievement awards for his contributions to the profession in the field of technology. He has been named one of the “Top 100 Influential People in Accounting” by Accounting Today magazine. In 2012, he was inducted into the Accounting Hall of Fame by CPA Practice Advisor magazine. In 2019, Marquis Who’s Who in America awarded Rick a Lifetime Achievement Award. For the last 40 years, he has been a sought-after speaker worldwide, providing technology insights to thousands of business executives, professionals, community leaders, educators, and students.
Jennifer Elder, CSP, CPA, works with companies to find creative solutions to their most challenging problems. She helps organizations strategically position themselves to connect with customers, engage employees, and be more profitable. She has worked in construction, real estate development, manufacturing and distribution.
As a consultant and keynote speaker Jennifer is known for being energetic and enthusiastic. She has presented to over 15,000 people in 48 states and six countries. She is a business strategist who can make the complicated seem simple, practical, and profitable.
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