Virtual - Firm of the Future Conference

  • Tuesday, December 15 – Wednesday, December 16, 2020

    8:30am – 12:00pm
    (Registration: 8:15am)
  • 8
    Business Management and Organization

Virtual Conference Agenda for December 15 & December 16
8:15am Virtual Doors Open
8:30am - 10:35am Seminar
10:35am - 10:45 Break
10:45am - 12:00pm Seminar

The Delaware Society of CPAs has partnered with the Connecticut Society of CPAs, and the CPA Societies of Maine, Rhode Island, and Vermont to bring the Firm of the Future Conference to you!
This virtual conference will be held during two consecutive 4-hour days (8:30 am - 12:00 pm) on December 15 and 16.
Please note that when you register for this conference, you are automatically registering for both days.

December 15, 2020 Schedule
8:30am - 9:20am
How Accountants Ensure Business Resiliency for the Next Coronavirus: Accelerating Innovation while Managing Risk
Presented by: Donny C. Shimamoto, CPA.CITP, CGMA - Founder and Managing Director of Intraprise TechKnowlogies

9:20am - 10:35am
2020 CPA Firm Trends, Technologies and Disrupters Updates
Presented by: Roman Kepczyk, CPA, CITP, CGMA - Director of Firm Technology Strategy at Right Networks

10:45am - 12:00pm
COVID-19 Pandemic: Lessons Learned & the “Illusion” of Business Continuity Preparedness
Presented by: Tracy L. Hall, MBCP - IT Assurance Senior Manager at Wolf & Company, P.C.

December 16, 2020 Schedule
8:30am - 9:20am
Leading through Change: Inspiring Your Team and Practice in the New Normal
Presented by: Sandra Wiley - President of Boomer Consulting, Inc.

9:20am - 10:35am
Transforming CAS from Accounting to CAAS (Client Accounting AND Advisory Services)
Presented by: Roman Kepczyk, CPA, CITP, CGMA - Director of Firm Technology Strategy at Right Networks

10:45am - 12:00pm
Connecting and Engaging Your Staff in a Flexible World
Presented by: Arianna Campbell - Director, Boomer Consulting, Inc


  • To learn best practices for building and managing your firms
  • To prepare your firm to be more resilient
  • To understand core technology trends impacting CPA firms
  • To learn how to turn unavoidable events into new ways to improve operations
  • To learn how to build a culture of change
  • To learn how to transition to a more consultative focus
  • To identify ways to engage your staff when working virtually


  • How core accountant skills like risk management and financial planning & analysis—and their supporting technologies—combine with our core competencies of ethics and objectivity, to play critical roles in driving better business decision making
  • Integrating leading tax, audit and administrative production best practices including the best of “Lean Six Sigma” opportunities
  • Learn whether traditional Business Continuity and Disaster Recovery will meet future tests
  • Identify who will help you build a culture of change and learn practical strategies to build confidence
  • Approaches and resources to effectively transition your firm and personnel to being their client’s “trusted business advisor.”
  • Managing, motivating and engaging a flexible workforce

Additional Information

Designed For

Firm partners and firm managers with 2 - 50 professionals


Connecticut Society of CPAs

Advanced Preparation




Course Number


Level of Knowledge


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