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Thursday, November 11, 2021 Live Webcast

Future-Ready Firm Tech Conference (E2111610)

8:30 AM - 3:00 PM EST
webcast

Vendor Platform

6.0 CPE Credits in SK

OVERVIEW

This conference focuses on best practices for building and managing your firm. Topics will include automation, technology, employee communication, engagement, and more!

DESIGNED FOR

Partners and firm managers

HIGHLIGHTS

$25 early bird discount ends on 11/3

This conference is being hosted by the Connecticut Society of Certified Public Accountants.

8:30-9:20 a.m.
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.

9:30-10:20 a.m.
Can Automation and 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 staff out is for firm to automate more of the lower-end work, or outsource it (whether on-shore or off-shore). This panel will discuss how firms have successfully used automation and outsourcing to reduce their staffing needs and increase employee retention.

10:20-10:35 a.m.
Vendor Demos (Optional)
Vendor demos will be held via Zoom. Everyone who attends a demo will be entered into the conference raffle.

10:40-11:30 a.m.
Making Hybrid Work for Accounting Firms
Having a mix of in-office and remote workers (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. Learn how successful firms are making hybrid work.

11:40 a.m.-12:30 p.m.
How Small Firms Can Increase Internal and Client Collaboration with MS Teams
Microsoft Teams can be used for more than just meetings. Learn about the other functions in Teams that help enable hybrid teams to work collaboratively.

12:30-1 p.m.
Lunch

1-1:50 p.m.
Keeping a Pulse on Your Team to Improve Their Performance
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, and performance management. It can also 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. 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.

1:50-2:05 p.m.
Vendor Demos (Optional)
Vendor demos will be held via Zoom. Everyone who attends a demo will be entered into the conference raffle.

2:10-3 p.m.
Creating an Agile Tax Practice: Lessons from Two COVID Tax Seasons
COVID changed everything for accounting and tax firms. A big part of what made the last two tax seasons so difficult was uncertainty in many areas including tax law changes, client behaviors and staffing. 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.

COURSE LEVEL

Basic

INSTRUCTORS

Shayna Chapman

Shayna Chapman, CPA.CITP, CGMA

Founder

Shaynaco LLC

Shayna is a Certified Public Accountant who works extensively on small business and the individual taxpayers who own them. She has built a firm which is known for utilizing cloud-based solutions to achieve the goals of both the client and our team. We focus on medical and professional service businesses and offer a range of software solutions that will allow the client to be efficient and have room to grow. CPA Practice Advisor Magazine has twice awarded her their Top 40 Under 40 honor, as well as twice recognized her as one of their Most Powerful Women in Accounting. Sage recognized her in 2019 as a Circle of Excellence winner for their Social Media Category.

Donny Shimamoto

Donny C. Shimamoto, CPA, CITP, CGMA

Managing Director

Intraprise Techknowlogies

Founder and senior member of the IntrapriseTechKnowlogies LLC's (ITK) consulting and management team, Donny offers diverse experience in:

  • IT governance, strategy, planning, and budgeting
  • Technical and process project management
  • Business systems application development
  • Financial and systems auditing
  • Knowledge management, including change management and organizational design/alignment
  • Business process redesign
While working in a Big Four environment and with a variety of businesses since then, Donny gained a wide range of experience in several industries, such as retail, hospitality, state government, defense, nonprofits, and education. That experience has helped him to develop effective tools to help business owners to streamline their business systems and to learn effective organizational design.

Frank Stitely

Frank Stitely, CPA, CVA

Owner

Stitely & Karstetter, PLLC

Providing tax, accounting, and business valuation services to small businesses and individuals

  • Certified Public Accountant with 27 years tax experience
  • Certified Valuation analyst with 12 years experience in business valuation
  • Serves small businesses and individuals in the areas of taxation, business valuation, financial reporting and software support services
  • Member of the board of directors for Christian Relief Services