M&A, PE, or Independence? Chart Your CPA Firm’s Future in 2025

Donny Shimamoto

As industry insiders and experts, Bob and Doug Lewis will unravel the impact of private equity, explore the myths and realities of M&A, and provide actionable strategies for firms determined to remain independent or take the next big leap. Get all your questions answered.

Top Tax Transformations Before Busy Season

Donny Shimamoto

You’ve got about two months before busy season goes into full swing. What are some of the top transformations that you can complete in this short window? Join us for this webinar for tips on workflow optimization, cash flow management, automation opportunities, and cybersecurity improvements that will make your busy season less stressful.

Staffing Strategies: Uncovering Solutions for the Accounting Talent Gap

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. Join us for this key webinar hosted by thought leaders Donny Shimamoto, CPA, CITP, CGMA, with the Center for Accounting Transformation, and CPA Trendline’s Founder & CEO Rick Telberg as they take a deeper look at the Staffing Strategies Research Survey data and discuss key findings that may help identify leading practices and innovative approaches to address staffing shortages moving forward.

The DEI Journey of Accounting Professionals – A Research Study Analysis

Donny Shimamoto

The results are in. Join us for this FREE CPE WEBINAR where we will be sharing the complete results of the Diversity, Equity, and Inclusion Journeys Research Study conducted by the Center for Accounting Transformation. Hear from academic researchers and DEI experts as they take a dive in to what the research told us and discuss the current state of DEI.