Business Continuity Planning for Non-Techies​

Donny Shimamoto

One of the best ways to mitigate ransomware risk is to have a good Business Continuity Plan (BCP) in place. Come join us and learn how to create a BCP for your firm or to validate that your current BCP addresses key risk areas and leading practices.

How Accountants’ Ethics are Impacted by the A-B-C-Ds of the Digital Age 

Donny Shimamoto

Attend this session to understand the ethical implication to ourselves and the organizations that we serve. Look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance are impacting the accounting ecosystem supporting transaction recordation and financial reporting.

Business Continuity Planning for Non-Techies

Donny Shimamoto

One of the best ways to mitigate ransomware risk is to have a good Business Continuity Plan (BCP) in place. A good BCP can also help you ensure high client satisfaction in the event of other issues like natural disasters, equipment issues, software issues, and other business disruptions.

How ESG Reports Can Help With Recruitment and Retention

Donny Shimamoto

We’re facing a shortage of accountants and the “great resignation” is putting the employee in a position of power in deciding whether to stay with a current employer or jump to another employer. When recruiting and retaining employees, how do organizations differentiate themselves as an employer of choice? The answer: ESG reports.

Winning Tax Season with Better Workflow & Capacity Management

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. 

Win the next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds. Utilize these technique to compute your tax season capacity.

How Small Firms Use MS Teams for Internal & Client Communication & Collaboration

Shayna Chapman

As email is becoming out of control and less secure, new methods of communicating are needed for both internal and external firm communication. In this session, you will learn how a small firm uses Microsoft Teams for their internal communication and structure as well as how to use it to collaborate with clients.