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.

Building Camaraderie, Culture, and Inclusivity in a Remote Environment

Jina Etienne

Remember when working remotely generally meant working at a space different from your assigned location—such as your client’s office, a conference, or another office? Today, remote work has become a business model, not a descriptor of where someone is working on any given day. In this session, we will look at key elements of workplace culture and how they are impacted by the remote work model.

Balancing Effort & Energy: The Role of Mindfulness, Intentionality & Self-Care

Jina Etienne

In the lens of Digital Transformation, being mindful of where you spend your energy is imperative. Technology can be an incredibly powerful tool to help us work more efficiently and effectively, but on the flip side, it can be incredibly draining. Especially in the era of remote work, we need to be conscious of setting healthy boundaries and checking out so we can check back in. Things to think about are setting work hours and sticking to them. Blocking your calendar for things like focus time and lunch breaks. When taking time off, make sure you set yourself up to actually step away from work—silence your notifications and/or delete the apps from your phone. Be mindful of your mental capacity, so you don’t burn yourself out.

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.

How Accountants Create Value via ESG

Donny Shimamoto

Go beyond ESG basics and learn how ESG will impact finance professionals and auditors. Also learn how ESG provides opportunities for career advancement and more value-added contributions to the organizations that we serve. Then form your own opinion on whether it’s here to stay or if it will go away.

Off Script: Mastering the Art of Business Improv

Peter Margaritis

Going OFF SCRIPT doesn’t come naturally to most organizational leaders. We want to control the narrative, ensure ideal outcomes, script the conversations, manage the problems, predict the future, and win (negotiations, new business, market share, and more). But what if good leaders could become better leaders by doing the opposite — by letting go of the control, by going “off script” in their conversations and negotiations, by being present instead of rushing to the future, and by collaborating in authentic, empathetic ways.

The Inclusive Leader

Jina Etienne

Join us as explore the link between inclusion and performance, and the importance of belonging on the bottom line. We will discuss the traits of inclusive leaders and explore steps leaders can take to foster inclusion within their teams and across the organization.

The Diversity Spectrum

Jina Etienne

Join us as we will look more broadly at different dimension of diversity and how they come together to influence workplace culture, and look at how diversity – visible and invisible, familiar and unfamiliar – can influence team dynamics and workplace relationships and discuss how to foster a culture of inclusion.

Options to Automate Your Tax Preparation Workflow

Donny Shimamoto

As tax busy season, seems to keep being tax crazy season year after year, tax preparers must begin leveraging tax automation software and other innovations to help bring some sanity back to their work. Attend this session to get updates about the technologies and other options available to help streamline tax return preparation, optimize client collaboration, and maximize firm profitability. The topics we’ll touch on include: client portals, workflow management, e-signatures, robotic process automation (RPA), outsourcing, and value pricing.