Innovation Awareness (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

Non-Techie Cybersecurity Update for Tax Practitioners

Donny Shimamoto

It’s hard to stay abreast of all the things going on in the cybersecurity realm, so this update is for non-techie tax practitioners who want to understand current compliance requirements, cybersecurity program best practices, cyber liability insurance trends, and cost-effective options for mitigating their risks.

Cybersecurity for the Small Tax Firm​

Donny Shimamoto

The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies and procedures.

ChatGPT: Accountant’s Friend or Foe

Center For Accounting Transformation

Artificial Intelligent (AI) Chatbots like ChatGPT have taken the world by storm. With over 100 million users in less than two months, it is the fastest-growing computer application to hit the world, EVER! It continues to grow exponentially not only in number of users, but in its power and flexibility.

Leveraging ChatGPT: Unleash the Power

Center For Accounting Transformation

You’ve heard about it. You, your staff, and your clients have started to use it, but how do you apply this powerful to serve you in the daily operations of your business. I hear it saves time, it amplifies effectiveness, and it can be a springboard for inspiring amazing ideas, IF you learn to ask it questions (prompts) that take advantage of its potential.

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.

Hybrid Work & Cybersecurity for Small Firms

Learn what small firms should take into consideration when developing their remote work policies and cybersecurity measures so that they balance their team’s ability to work remote with the risks of a cybersecurity breach.

Resolve to Grow Your Sales Tax Compliance Practice


Learn how automation can help you prepare for 2022! It’s a new year, which means new challenges and opportunities for both accounting practitioners and their clients. This session is for accountants in public practice.