Firm of the Future Workshop

Course Details

Date

Tuesday, September 22, 2015

8:30am – 2:00pm
(Registration: 8:00am)

Location

Prince Waikiki

100 Holomoana Street

Honolulu, HI 96815

808-956-1111

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Course Number

FOFW

CPE Credit

7.0 hours CPE credit

Instructor

Prerequisites

Highly recommended:  Bring your electronic device to this interactive workshop (Internet accessible)

Description

Tired of everyone telling you that you need to modernize your firm, but not telling you how to actually do it?  Attend this highly interactive workshop led by CPA technology thought leader Donny Shimamoto to actually work through creating your IT strategy and developing a plan for modernizing your firm with the latest accounting technologies.

Objectives

Walk away from the workshop with a plan for:

  • Reducing your need to do data entry by leveraging bank feeds or client input
  • Automating client interactions like bill approvals, expense reporting, and check signing
  • Automating timesheets and payroll processing
  • Incorporating multi-state sales tax compliance without having to be a SALT expert
  • Eliminating the end-of-month "shoebox" client rush by moving document management into the cloud

    Learn to revamp your service offerings to increase profitability and reduce staff workload.  While each of these technologies come with some cost, they greatly reduce the level of effort it takes to service a client when integrated well.  By providing more holistic services to your clients, you also better position yourself to be a trusted advisor and increase client retention and satisfaction.

    Can you afford NOT to attend this workshop?

  • Designed For

    For management and staff in public accounting

    Registration for this course has passed.

    Course Pricing

    Early Registration Member Fee

    Applicable if you are a HSCPA member in good standing and register by September 17, 2015.

    $150.00
    Member Fee

    Applicable if you are a HSCPA member in good standing.

    $200.00
    Early Registration Non-Member Fee

    Applicable if you are not a HSCPA and register by September 17, 2015.

    $200.00
    Non-Member Fee

    Applicable if you are not a HSCPA member.

    $250.00
    Neighbor Island Discount

    Applicable for Neighbor Island members in good standing

    -$50.00
    Associate Neighbor Island Discount

    Applicable for Associate Neighbor Island members in good standing

    -$50.00
    Your Price $250.00

    CPE Choice

    Learn more about CPE Choice.
    This course does not qualify for CPE Choice.

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