Instructor
James Shomar - I'm a Co-Founder & Principal Coffeehouse CxO where we offer Innovation Capital and Innovation Studios. Innovation Capital: we partner with capital providers to acquire and invest in lower-middle market companies. Leveraging our experience as entrepreneurs we act as player-coaches to offer true hands-on support for management teams to significantly grow companies.
Instructor
Michael D’Eredita, PhD, is an entrepreneur, strategist, community builder, systems thinker, inventor, product developer, international/Olympic rowing coach, and fledgling angel investor. Mike has coached hundreds of entrepreneurs, company leaders and high performers over the past 25 years. Mike’s mind space is dedicated to everything from white-board strategy, to identifying and coaching-up talent, to hands-dirty product iteration to bulldog selling. Mike is addicted to the process and mindset. He is passionate about helping people create value and define new personal limits.
Mike co-founded Coffeehouse CxO, which helps mid-size engineering, technology and manufacturing companies launch new process innovations, product/service offerings, enter new markets, or spin-out new startup companies.
Join the Small Firms Practice Management Committee for a free 1-hour CPE on November 19th at 9 AM. AI for CPAs: Getting Started, Staying Secure & Working Smarter will provide a practical introduction to how accounting firms can begin using AI or take their current applications to the next level. CoffeeHouse AI will draw on its experience helping professional service firms evaluate AI tools, address security concerns, identify practical use cases, and build effective adoption strategies.
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CPAs, firm owners, partners, managers, and other accounting professionals who want practical guidance on using AI effectively and securely in their firms. Whether you are just getting started with AI or looking to expand how your firm already uses it, this session will offer practical ideas you can put to work.