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Innovation in our CPE Programs: Business, Industry, Nonprofits, and Government Sectors

  • Published on Dec 14, 2018
  • by Donny C. Shimamoto, CPA, CITP, CGMA

With the new year, I’m pleased to report that we will be adding some innovations for our members in business, industry, nonprofits, and government—specifically we would like to enhance the programs that we have for those of you in controller or CFO roles (and also those of you in family offices or client accounting services).

Revamped Spring Accounting Expo Program

We have already started revamping the program for the Spring Accounting Expo to incorporate business/management, leadership, and people skills into the program. We’ll also be adding a track that will feature technology innovations that support the finance function, just not in transaction processing, but also in team collaboration, and IT risk management (i.e. cybersecurity and privacy). I have also confirmed speakers from some of the national accounting conferences, and I know that having these CPAs that specialize in IT will help ensure that we are getting some exciting accountant-relevant insights to you! Be sure to mark your calendars for May 22-23, 2018 so that you can join us!

NEW Spring B&I Webinar Series

I know that it may sometimes be hard for you to get away from your offices, so we are planning to launch a webinar series specific to controllers and CFOs this spring. We are just starting the planning for this so if you have particular topics that you would like to see or speakers that you think would be good for the webinars, please email me at

Client Accounting Services or Family Office

We know that some of you in public accounting are also providing Client Accounting Services (CAS) where you’re the outsourced controller or CFO for your clients. Or perhaps you’re overseeing a family office. We are exploring discussions with some of the CAS accounting technology vendors to do some special events for you in Houston. 

I would like to get a focus group together of members working in these areas to help us better understand your needs. Please email me at if you are (1) interested in receiving information about these programs, or (2) interested in participating in the focus group(s) to help guide our chapter’s programs in this area.

I hope you are as excited as I am to see our chapter shift some focus onto these
often-underserved areas of our profession. Don’t hesitate to send any suggestions for innovations in these areas or any other areas of our chapter to I’d love to hear from you!

This is an article from Houston CPA Society's Online Magazine called the Forum. Read the full magazine here. 

About the author: 
Donny C. Shimamoto, CPA, CITP, CGMA is the Director of Innovation at Houston CPA Society.