Innovation advisor, biz traveler, reasonable foodie, leadership exerciser, inspiring the next evolution of CPAs & accountants to improve the world

Honolulu, HI and Houston, TX
Joined May 2009
I enjoyed joining @DavidPFinancial on the Accountable podcast for "Forging a Brighter Professional Future." We discussed how accountants are ideally suited to leverage AI & automation to bring tremendous value to those we help. davidpetersfinancial.com/pod…
1
3
186
I'm honored to be among the engaging group of tax thought leaders & influencers presenting at #BetterTogetherwithIntuit on Sept. 22 in NYC. Register at intuit.swoogo.com/bettertoge… come join us to learn about the latest trends, tech & developments to help streamline your workflow.
4
154
I'm honored to be among the engaging group of tax thought leaders & influencers presenting at #BetterTogetherwithIntuit on Sept. 22 in NYC. Register at intuit.swoogo.com/bettertoge… come join us to learn about the latest trends, tech & developments to help streamline your workflow.
2
110
I'm honored to be among the engaging group of pro-tax thought leaders & influencers presenting at #BetterTogetherwithIntuit on Sept. 22 in NYC. Register at intuit.swoogo.com/bettertoge… come join us to learn about the latest trends, tech & developments to help streamline your workflow.
2
179
I'm honored to be among the engaging group of pro-tax thought leaders and influencers that will be presenting at #BetterTogetherwithIntuit on September 22 in NYC. Register at intuit.swoogo.com/bettertoge… and come learn about the latest trends, tech & developments in pro tax software.
168
I'm honored to be among the engaging group of pro-tax thought leaders and influencers that will be presenting at #BetterTogetherwithIntuit on September 22 in NYC. Register at intuit.swoogo.com/bettertoge… and come learn about the latest trends, tech & developments in pro tax software.
1
78
Great post by Mark Koziel of @AllinialGlobal breaking down how the partnership model of accounting is dead + what to do about it (via @donnyitk) buff.ly/43cEtJo
2
139
Donny Shimamoto retweeted
I enjoyed the opportunity to be a guest on the Transformation Talks podcast with @donnyitk and share my thoughts on how a technology-focused individual or team can help a firm educate staff, automate work, and improve the client experience. Thanks, Donny! cpatrendlines.com/2023/04/25…
1
1
152
What's all this hoopla about @openai and @ChatGPTBot right now?!?!? Join a fun and thought-provoking panel I'm leading with some of my FAV thought leaders in the accounting profession on April 14th and/or April 17th, 12 pm CST. *Event* includes @JStaatsCPA @donnyitk @edkless @ChrisHervochon @kwyepodcast What burning questions do you have about AI's impact on accounting and tax professionals? Register here: us06web.zoom.us/webinar/regi… #AIAccountingInnovation #TaxTwitter And please share with friends and colleagues!!!
1
2
1
8
882
Pleased to be in @FM_the_Magazine on why finance managers are crucial in the intrapreneurial process. There are 3 key actions they can take to help develop creative initiatives and more streamlined processes. #accelerateinnovation #transformfinance fm-magazine.com/news/2023/ma…
1
474
Totally agree. Well said @byron_cpa
Quick thread to provide some additional info regarding changing the 150 credit hour rule. Professional licensing is managed by each individual state. Dept of Labor and Licensing, State Board of Accounting is responsible for enforcing the licensing laws in that state⬇️
3
371
I knew that ransomware attacks had increased a lot during the pandemic but WOW, doubled? Scary. #managerisk #cybersecurity bit.ly/3Z1C9Tx
2
136
Thanks for the updates Dr. @SeanSteinSmith DBA, CPA. I do hope that you are correct and all this #crypto speculation stops. #accelerateinnovation bit.ly/3jwsu7b
1
4
293
Some great insights from Arianna Campbell on using the right metrics and data analytics to drive change in #accountingfirms. (via #PatMorrell and the @Aiwyn Water Cooler) #transformaccounting bit.ly/3FXpiZP
1
113
This was so much fun. Come check it out! bit.ly/3FNO52d
1
69