LIVESTREAM - Northeast Future-Ready Firm Conference

Thursday, November 11 8:20am - 3:00pm

(Check-In 8:15am)

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6.00 Credits

Member Price $199.00

Price will increase by $25 on 11/4

Non-Member Price $294.00

Price will increase by $25 on 11/4

Overview

Specifically designed for partners and firm managers, this conference focuses on best practices for building and managing your firm.  Topics will include automation, technology, employee communication, engagement, and more!

Notice

By registering for this program and, accordingly, receiving the eMaterials, you're acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.

Thursday, November 11

General Session

8:30am - 9:20am Innovations in Accounting Automation

Learn how to identify opportunities to optimize accounting processes using Artificial Intelligence (AI) and Robotic Process Automation (RPA) using the automation framework. Then hear examples from a panel of vendors that are driving innovation in the way client accounting services, audit, and tax service are being delivered.

General Session

9:30am - 10:20am Can Automation & Outsourcing Offset the Staffing Shortage?

The accounting industry is already experiencing a shortage of experienced staff and enrollment in college accounting programs is decreasing nationwide which is limiting the number of entry level staff available each year. The only way to not burn their staff out is for firm to automate more of the lower-end work, or outsource it (whether on-shore or off-shore). Join us for this panel that will discuss how firms have successfully used automation and outsourcing to reduce their staffing needs and increase employee retention. 

Optional Session

10:20am - 10:35am Vendor Demos

Test drive the products that can help you become a future-ready firm! 

Demo attendees will be entered into the conference raffle.

General Session

10:40am - 11:30am Making Hybrid Work for Accounting Firms

Having a mix of in-office and remote worker (i.e. you allow “hybrid work”), requires that firms must not just rethink their staff schedule policies, but rethink their entire operations. There are people (recruiting, retention, and supervision), office space, IT, scheduling, and workflow considerations that must be holistically and collectively addressed to ensure that staff are not just productive but also engaged with the firm and its culture. Attend this session to learn how successful firms are making hybrid work.

General Session

11:40am - 12:30pm How Small Firms Can Increase Internal & Client Collaboration With MS Teams

Shayna Chapman Founder & Chief Strategist, Shaynaco LLC

Shayna Chapman

For years, Shayna has been providing quality, personalized financial guidance to individuals and businesses. Surrounding herself with a knowledgeable team, the expertise ranges from basic tax management, accounting, and payroll services to more in-depth services such as financial statements, planning, and accounting technology services. In addition to her CPA, Shayna is a CITP (Certified Information Technology Professional) and a CGMA (Certified Global Management Accountant). She also has obtained the Series 7 and 66. She uses these designations to work with small businesses to help them succeed.

Deeply believing in giving back, she not only works diligently in her CPA firm but sits on several non-profit and advisory boards to make her community a better place. Currently, she sits on the Advisory Board for the Marshall University Lewis College of Business Accounting Department and is the Vice President of The Holzer Heritage Foundation Board. She is a past board member of the Gallipolis Junior Women’s Club, the Downtown Revitalization Board, and the Gallipolis Historical Preservation Board among other organizations.

Shayna has twice received the CPA Practice Advisor’s 40 Under 40 honor and twice selected as one of CPA Practice Advisor’s Most Powerful Women in Accounting. She contributes to articles regarding tax, accounting, technology, and small business issues regularly and also blogs regarding these issues.

Presented by: Shayna B. Chapman CPA.CITP, CGMA - Founder & Chief Strategist, Shaynaco LLC

During this course we will share with you how to take advantage of the depth of Teams beyond chatting and video meetings. We’ll share best practices for setting up and managing your teams and channels, and provide ways to use Teams as a central hub for your firm by integrating other applications to: (1) document client communication, (2) maintain workflow and related dashboards, and (2) set up shared task lists with clients.

General Session

1:00pm - 1:50pm Keeping a Pulse on Your Team to Improve Their Performance

Donny Shimamoto Founder & Managing Director, IntrapriseTechKnowlogies LLC

Donny Shimamoto

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory focused CPA firm focused on innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount.

Donny also serves as an business transformation advisor and outsourced “IT partner” for local & regional firms, finance departments, and internal audit departments who lack in house IT executive leadership and IT audit expertise; He helps with risk assessments, IT related advisory services, development of innovation strategies, streamlining of internal firm/department operations, and increasing staff proficiency with IT tools supporting internal operations and accounting/audit services delivery.

Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2020, Top 100 Most Influential People in Accounting (2013/2014/2017 2020) by Accounting Today, received the 2009 2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was also a Hawaii Top High Tech Leader in 2004.

Presented by: Donny C. Shimamoto, CPA.CITP, CGMA - Founder and Managing Director of IntrapriseTechKnowlogies LLC

Whether your team is working in-office or remote, one of the key ways to increase employee morale is by using employee engagement software. This emerging and affordable area of HR software helps with team management, goal setting, performance management, and can help ensure that you have greater visibility into challenges that team members may be facing—enabling you to proactively help them before issues become problems.  Attend this session to learn how you can keep a pulse on how employees are feeling and enable a continuous feedback loop to improve team performance and employee retention.

Optional Session

1:50pm - 2:05pm Vendor Demos

Test drive the products that can help you become a future-ready firm! 

Demo attendees will be entered into the conference raffle.

General Session

2:10pm - 3:00pm Creating an Agile Tax Practice: Lessons from Two COVID Tax Seasons

Frank Stitely Managing Partner, Stitely & Karstetter

Frank Stitely

Frank Stitely,CPA, is managing partner at Stitely & Karstetter, CPAs. He’s also CEO of Clarity Practice Management, a publisher of cloud-based practice management software. Frank has owned his practice for over 29 years and developed Clarity Practice Management over ten years to serve the needs of both his practice and his clients. He’s also the author of “The Relentless CPA.”

Areas of Practice • Certified Public Accountant with 17 years tax experience • Certified Valuation analyst with 10 years’ experience in business valuation • Serves small businesses and individuals in the areas of taxation, business valuation, financial reporting, and software support services

Education • Graduated Summa Cum Laude from Clarion University • Received the Elijah Watt Sells certificate in recognition of performance in the CPA exam

Professional Affiliations • American Institute of Certified Public Accountants • Virginia Society of Certified Public Accountants • Previous President of the Association of Professional Accounting Software Consultants • Member of the Sage Software Small Business Certified Consultants’ Steering Committee • Member of the National Association of Certified Valuation Analysts • Chair of the Audit Committee on the Board of Directors for Christian Relief Services • Maryland Society of Accountants • National Society of Tax Professionals

Media • Speaking engagement topics have included the following: ° Business Valuation ° Buying and Selling Businesses ° Preventing Fraud in Small Businesses ° Income Taxes for Small Businesses and Individuals ° Effective Accounting Software for Small Businesses • Interviewed regularly by industry publications in the areas of: ° Practice Management ° Accounting Software and Industry Trends ° Income Tax Preparation Community

Service / Interests • Formerly served as officer of the Dulles Regional Chamber of Commerce • Fundraising rides for National Capital Chapter of the Multiple Sclerosis Foundation • Toys for Tots fundraising

Presented by: Frank Stitely, CPA, CVA - Managing Partner of Stitely & Karstetter, CPAs

COVID changed everything for accounting and tax firms. A big part of what made the last two tax season so difficult was uncertainty in many areas from tax law changes, client behaviors, staffing, etc.  Attend this session to learn how to create an agile firm that can adapt to these uncertainties and keep staff productive in the midst of uncertainty. Also get tips on how to manage client behavior to enable you to adopt new firm business models and agile practices.

Non-Member Price $294.00

Member Price $199.00