Content Provider

Cpe webinars
Modernizing Accounting: Developing Your Innovation Strategy


Available Date(s)
Tuesday, August 10, 2021: 2:30PM EDT

Cost $50.00
CPE Credits 2.0 hours
Subject Area 2.0 - Information Technology
CE Credits 0.0 hours
Course Level Fundamental
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Tired of everyone telling you that you need to modernize your accounting services, but not telling you how to actually do it?  Let us guide you through creating your accounting innovation strategy and developing a plan for modernizing the way you provide accounting services using a holistic and time-proven view of your processes and information needs.  Walk away from this workshop having:

  • Identified opportunities to leverage technology to automate accounting processes

  • Identified ways to classify information needs that drive decision-making

  • An understanding of how to create a more sustainable organization by shifting to a strategy-driven view of your products & services

  • Identified potential vendors to help optimize your accounting services

Learn to revamp your service offerings to increase profitability (accounting firms) or reduce cost (accounting departments) as well as optimize your staff’s workload.  While many technologies come with some cost, they can greatly reduce manual labor and risk of error when integrated well.  By providing more holistic services to your “customers”, you also better position yourself to be a trusted advisor and increase “customer” retention and satisfaction.  Can you afford NOT to attend this course?

Learning Objectives:

  • Describe business information needs and their relevance to decision making

  • Identify the elements of an “intraprise architecture” diagram and its use in application selection

  • Describe types of customizations and risks associated with each type

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Donny Shimamoto

IntrapriseTechKnowlogies LLC
Managing Director
(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.

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 Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

The Center for Accounting Transformation provides accounting professionals with a framework for utilizing innovations that are ready for adoption, the training and resources necessary to apply the innovations, and an opportunity to engage the talent and community needed in further pursuit of innovative accounting practices that drive responsible and mindful business performance. We #EnableTransformation.