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This tag is associated with 29 posts

Presence and Mindfulness Tips to Emerging Victorious from Busy Season

I see my dealing with busy season issues as derivative exercises in presence and mindfulness—being present wherever you are and listening to what your body is telling you. By focusing your energy on what you can do to make progress forward, rather than worrying about the past (which you can’t do anything about), you can put your energy to good use in helping you to reach your goals.

I journaled to vent out both my frustrations and those that others had shared with me, so that I wouldn’t hold them inside and have risk of them suddenly lashing out if triggered. I also meditated regularly so that I could figure out how I was feeling, recognize both the productive and non-productive thoughts, and figure out what I needed to let go of (possibly by journaling) and what I needed to do to help move toward a resolution. Continue reading

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Looking at Tax Technology Innovations at the WSCPA Pacific Tax Institute

Earlier this week, I had the opportunity to speak at the Washington Society of CPAs’ (WSCPA) Pacific Tax Institute about the changes coming to the accounting profession with big data, robotic process automation, and artificial intelligence technologies. These technologies have reached a point of practical maturity for use in supporting tax services. It’s always interesting … Continue reading

Building Relationship and Trust to Deal with “Interesting Times”

Last week Monday, I spoke at BKR International’s 2018 International Meeting. This was a truly international meeting with representatives from firms in over 48 countries around the world, all gathered in Shanghai, China. The meeting’s theme was “embracing transformation” and I was pleased to speak on how emerging technologies are enhancing the accounting profession rather … Continue reading

The Important Role Accountants Play in Keeping the American Dream Alive!

#AICPAENGAGE kicked off this morning with Maria Contreras-Sweet, former Administrator of the Small Business Administration, speaking on The Power of American Businesses and Entrepreneurs. She opened her keynote with an effusive thanks to all of us CPAs because we are the ones helping small business owners pursue their dreams and also advising and holding big … Continue reading

Getting Ready to Go Beyond and Transform Accounting

This year’s AICPA ENGAGE (#AICPAENGAGE) conference theme is “Go Beyond”, and this morning’s keynote looked at how the “accelerated pace of change and advances in technology are creating the need for us to go beyond convention … disrupting the ways in which we think, learn, communicate, [and] conduct business.” There’s a great video on AICPA … Continue reading

Fun with BKR in the Dominican Republic | Life as a CPA (Season 2)

I’ve always loved getting to explore new places. I think I inherited the gene from my grandmother who despite her humble upbringing in Wahiawa, Hawaii, spent a lot of time reading about different cultures and history, and traveled to see the world on a very modest budget. I am somewhat similar. I don’t believe in … Continue reading

Personal branding for CPAs | Life as a CPA (Season 2)

My conference season this year began with a visit to the Arkansas Society of CPAs‘s Emerging Leaders “Catfish and CPE” event. It was fun for me to share the story of how I went from “Donny Shimamoto” to “donnyitk”, as I taught over 40 emerging leaders in Little Rock, AR how to leverage the CPA … Continue reading

How Accountants Help Drive Value from Big Data

Day 2 of the AAA Accounting IS Big Data conference started off with a great panel of executives from companies focused on the data and analytics space: Jim Johnson, CFO, Adaptive Insights Jeremy Ivener, Vice President of SAP’s HANA Cloud Platform Roman Stanek, CEO, GoodData Adam Wilson, CEO, Trifacta A side note on diversity: it … Continue reading

Do We Leave Accounting Technology Laggards Behind?

2016 was my 5th year attending CPA Practice Advisor’s Thought Leader Symposium (check out the tweets at #CPAPA_TLS) and it continues to be one the most educational events for me as a change leader in the accounting profession.  The brain candy derived from being able to listen and contribute to discussions around the major challenges facing the accounting … Continue reading

Understanding the Domains of Accountant Professional Development

As I gained exposure to the variety of training available to accountants, I started to become confused and wasn’t sure how to differentiate between the multitude of events.  In-firm training, state society training, national conferences, vendor training, vendor conferences, industry conferences, and a variety of workshops and “academies”, the categories alone are overwhelming. Reflecting on … Continue reading

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