Are Your Firm’s KPIs Driving High Performance?

Are Your Firm’s KPIs Driving High Performance?

Everyone’s telling us that we need to move away from billable hours to measure performance, but what metrics should be used instead? Join us for a session where we’ll discuss some of the key metrics that firms should be tracking to evaluate staff, practice area, partner, and firm-wide performance. We’ll also discuss why the shift to these metrics is critical when adopting automation, outsourcing, and fixed/value pricing.

Designed for: Managing Partners, Accounting Firm Leaders
CPE CREDIT: 1 hour
FIELD OF STUDY: Business Management & Organization
PREREQUISITES: None 
LEVEL: Basic
DELIVERY METHOD: Group Internet Based

Speaker Bio


Donny Shimamoto, CPA, CITP, CGMA

Intraprise TechKnowlogies LLC

Donny is the founder and managing director of Intraprise TechKnowlogies 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 a 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.

NOTE: Connection instructions will come directly from the Center for Accounting Transformation (C4AT). AGN covers the registration fees for these webinars as a benefit to our members. Please help us cut down on no-shows by cancelling in advance if you are no longer able to attend. Cancellation requests should be sent to [email protected].

AGN International – Americas, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)

Questions and comments can be directed to AGN Programs Manager Misean Reed.