Staffing Strategies: Uncovering Solutions for the Accounting Talent Gap (On Demand)

Donny Shimamoto

The Center for Accounting Transformation and CPA Trendlines have come together as advocates for the profession to research an important issue impacting the profession: staffing. With articles seen almost daily mentioning staffing concerns, wouldn’t you like to know how others are managing staffing shortages? By addressing the current talent crisis in accounting firms and finance departments, we can shed light … Read More

How Accountants Create Value via ESG (On Demand)

Donny Shimamoto

Is Environmental, Social, Governmental (ESG) just a new hype that’s going away next year or is it here to stay? How does the increased adoption of ESG impact finance departments, auditors, and board members? Attend this course to go beyond ESG basics and learn how ESG will impact finance professionals and auditors. Also learn how ESG provides opportunities for career … Read More

How Tax Preparers & Accountants Increase Profitability Using Lean Six Sigma (On Demand)

Donny Shimamoto

Tax return preparation is increasingly becoming a commodity. Automation can help reduce the level of manual work required for return preparation. However, if you automate a “bad process,” you still won’t see an increase in profitability or improved client service. Tax practices should apply Lean Six Sigma (LSS) before automating their tax workflows to optimize processes and automation while remaining … Read More

The DEI Journey of Accounting Professionals – A Research Study Analysis (On Demand)

Donny Shimamoto

Diversity, Equity, Inclusion and Belonging is more than policies and programs, or head counts. Seeing a groundswell of people from many parts of the profession step up to want to do more in the DEI space, the Center for Accounting Transformation was inspired to conduct a research study on the accounting profession’s DEI journey. Join us for this insightful webinar … Read More

Innovation Awareness for Auditors (On Demand)

Donny Shimamoto

Innovations in audit are constantly evolving in the areas of automation technologies, artificial intelligence, blockchain, data analytics, and data visualization. This course provides an overview into the current and upcoming capabilities in each of these areas. This course was designed for auditors and people supporting the audit process to enable them to identify opportunities to leverage these technologies and techniques … Read More

The Value of Personal Resilience: What Business Professionals Need to Know (Self-Study)

Randy Crabtree

Welcome to The Value of Personal Resilience: What Business Professionals Need to Know. In this self-study course, you will learn about the impacts of stress, burnout, and the importance of personal wellness especially during heightened times of seemingly never-ending responsibilities and expectations. Our panel of experts will discuss some proactive strategies for preventing burnout, and what we should do to … Read More

How Automation and AI are Enhancing Management Accountants (On Demand)

Donny Shimamoto

Headlines abound saying that Robotic Process Automation (RPA) and artificial intelligence (AI) is going to eliminate the need for accountants. In reality, RPA and AI provide a great opportunity for accountants to automate more routine procedures and focus on delivering more value-added insights to help improve an organization’s performance or risk mitigation.  Conversely, the use of AI within organizations can … Read More

Winning Tax Season with Better Workflow & Capacity Management (On Demand)

Frank Stitley

Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds.  Experience hands-on lessons from “The Relentless CPA” to create your ideal workflow and optimize your capacity to delight clients with better service.

Profitability Through Accountability: Plugging the Leaky Bucket (On Demand)

Bill Penczak

While most firms focus on top line growth, the most successful firms place equal if not greater importance on margin contribution. There are many factors that can impact margin, and evolving trends including alternative pricing models, alternative staffing models, and better overall processes to ensure that firms can make a profit on their engagements. In this course, we will discuss … Read More