How to Modernize Your Accounting Tech Stack

2 hrs CPE/CPD in Business Management & Organization
Program Level: Intermediate

Note: This webinar is hosted by the Center for Accounting Transformation. AGN is sponsoring spots for our members to attend. Register here and you will receive information on how to connect to the webinar directly from the C4AT. 

How to Modernize Your Accounting Tech Stack with Mature Innovations

Tired of everyone telling you that you need to modernize your accounting services, but not telling you how to actually do it? Let us guide you through creating your accounting innovation strategy and developing a plan for modernizing the way you provide accounting services using a holistic and time-proven view of your processes and information needs. Walk away from this workshop having:

– Identified opportunities to leverage technology to automate accounting processes
– Identified ways to classify information needs that drive decision-making
– An understanding of how to create a more sustainable organization by shifting to a strategy-driven view of your products & services
– Identified potential vendors to help optimize your accounting services

Learn to revamp your service offerings to increase profitability (accounting firms) or reduce cost (accounting departments) as well as optimize your staff’s workload. While many technologies come with some cost, they can greatly reduce manual labor and risk of error when integrated well. By providing more holistic services to your “customers”, you also better position yourself to be a trusted advisor and increase “customer” retention and satisfaction.

Can you afford NOT to attend this course?

Learning Objectives:
• Describe business information needs and their relevance to decision making
• Identify the elements of an “intraprise architecture” diagram and its use in application selection
• Describe types of customizations and risks associated with each type 

Speaker Bio


Donny Shimamoto, CPA, CITP, CGMA
Founder & Managing Director
IntrapriseTechKnowlogies LLC

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, and Top 100 Most Influential People in Accounting (2013 & 2014 & 2017-2020) by Accounting Today. He received the 2009-2010 President’s Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004. Donny is a member of the IFAC Technology Advisory Group, was a past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. He is also the current co-chair of the National Conference of Lawyers and CPAs.