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Intraprisetechknowlogies

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Starting Your Finance Transformation

STARTING YOUR FINANCE TRANSFORMATION

Cost $480.00
CPE Credits 5.0 hours
Subject Area 5.0 - Finance
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Want to start transforming your finance department to be “future-ready”? This workshop will equip you with the concepts and methodologies you need to begin optimizing your processes and incorporating innovative accounting technologies into your services. Sessions and speakers include:


  • How to create an accounting innovation strategy -Donny Shimamoto, CPA.CITP, CGMA

  • Developing operational excellence through lean accounting -Mike De Luca

  • Transforming your finance operation even if your corporate culture is static -Steve Player, CPA

  • Automation, Integration, and RPA: Understanding your transformation options -Donny Shimamoto

  • The role of trust in finance information (speeding up or slowing down) -Steve Player, CPA

Linkedin

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 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.
 

Linkedin

Steve Player

Live Future Ready
Founder and Implementation Director
steve@theplayergroup.com

Livefutureready

Steve Player serves as the Managing Director of Live Future Ready. He also leads the Beyond Budgeting Round Table North America (BBRTNA), working with companies to implement continuous planning processes. Steve has over 30 years of experience in improving performance management. He is the co-author of Future Ready: How to Master Business Forecasting and Beyond Performance Management and five other books. Steve interviews CFOs for the CFOThoughtLeaders.com website, discussing innovative finance and planning processes.

Linkedin
Torre

As a Principal and Owner of Torre Consulting, Mike works with companies to evolve strategy and achieve outcomes by improving processes and developing the teams that support them. Mike’s 25 years of experience include over 15 years of leadership experience in the corporate environment and over 12 years of experience bringing Lean principles to life in department and organizational processes and culture. Prior to starting his consulting practice, Mike served as Executive Director of Finance at Group Health Cooperative in Seattle, where he led the Lean transformation of his own department, evolved the role of the department to meet the changing needs of a Lean organization, and co-led the Lean transformation of the budgeting process across the enterprise. In his consulting practice, Mike has worked with companies on lean strategic planning and deployment, value stream mapping and improvement, and cross-functional process improvement in finance and operational areas such as revenue cycle.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Intraprisetechknowlogies
IntrapriseTechKnowlogies LLC (ITK) is a management consulting firm specializing in organizational development and business process outsourcing for small businesses and middle market organizations.