2009 AICPA Information Technology
Conference
CIO / Executive IT Management In CPA Firms
Peter J. Henley, CPA
June 15, 2009...
Your Firm Needs a CIO!


Technology executives add value.



Help the firm accomplish its goals.



Project focused, no...
An Industry in Transition


1980’s – Office manager



1990’s – Network Administrator



2000’s – IT Manager



Next d...
How it Works
Formulas



Planning



Decision Models



Policy



Relationships



Insert Your Logo Here
Skills Evaluation
Leadership

Finance

Technical

Project Management

HR (intra department)

Marketing & communications (i...
Who You Are


Trust is developed by processes, and formulas, not charisma.



Values must align with the organization

...
Integrity


Trust – It’s your responsibility.



Keep your word. Manage deadlines.



Be a company person. “They” is YO...
Acceleration


The main thing is to keep
the main thing, the main thing.



Technology is not the goal!



Exceptions –...
Acceleration


"Selling tries to get the customer to want what the
company has, marketing on the other hand, tries to get...
Acceleration




"… the aim of marketing is to make selling superfluous.
The aim of marketing is to know and understand ...
Plumbing






Fast, Stable, Secure, Easily Accessible
Easy to manage (homogenous, standard)
4 Step implementation mo...
Implementation Model


Research – Will this provide value to the firm?



Lab Test – Will this work in our environment?
...
Procurement – Where Trust Begins








The PLAN
Decisions – consider three levels
Know your metrics
Vendor manage...
Metrics


Percentage of firm gross income



Budget line items and categories as a
percentage of total IT expenditures

...
Three Level Decisions






Suggested solution: project, hardware,
software, etc, and what it will cost.
Inexpensive so...
Strategy






There is no such thing as IT strategy!
Maintain a historical timeline of milestones
Dissect your busin...
Core Values

People

Establish
Key Values
In the
Culture
Client Service
Honesty & Integrity
Teamwork &
Interdependence

Pr...
Insert Your Logo Here
Default Strategic Plan
What if my strategic business plan is simply to grow by five
percent per year and maintain 33% net ...
Client Touch Points


Portals

Auditor laptops



Telephone system

Email



Web site

Fax



Paper financial statemen...
Team
Cutting edge projects, resume building
Training










Who you are, “who” the department is
Firm technology...
IT Department Mission Statement


Fast, stable, secure, easily accessible network



Maximize the professional hour



...
IT Commitment to Excellence


Professionalism – Honest, dependable, flexible



Communication – Listen closely, present ...
Leadership







When people ask for your help
Email, write, speak
Teach, and teach your team to teach
Open lunch s...
Education






Manage your time
Read less with more comprehension
Develop a personal knowledge base
Correct mix of t...
Innovation







Doing the same thing in a better way
Using the same amount of funds to do more
Shocked colleagues ...
Insert Your Logo Here
Insert Your Logo Here
[Your Name Here], CIO
Whatever creativity is,
it is in part a solution to a problem.
– Brian Aldiss

Make visible what , w...
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Information Technology Executive Management in the Public Accounting Industry

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  • Move to CN, tax, consulting, IT manager
  • Information Technology Executive Management in the Public Accounting Industry

    1. 1. 2009 AICPA Information Technology Conference CIO / Executive IT Management In CPA Firms Peter J. Henley, CPA June 15, 2009 Insert Your Logo Here
    2. 2. Your Firm Needs a CIO!  Technology executives add value.  Help the firm accomplish its goals.  Project focused, not billable.  If you want to stay technical, help someone else be the executive. Insert Your Logo Here
    3. 3. An Industry in Transition  1980’s – Office manager  1990’s – Network Administrator  2000’s – IT Manager  Next decade – Tech executive  Now is when techs are pushing up, but the future is owners pushing down (Growthwave.com, Woodscreek.com) Insert Your Logo Here
    4. 4. How it Works Formulas  Planning  Decision Models  Policy  Relationships  Insert Your Logo Here
    5. 5. Skills Evaluation Leadership Finance Technical Project Management HR (intra department) Marketing & communications (inter dept.) Business Savvy Insert Your Logo Here
    6. 6. Who You Are  Trust is developed by processes, and formulas, not charisma.  Values must align with the organization  Competencies: Strategic agility, business acumen, results- orientation, financial stewardship, political savvy  Thirst for knowledge and lifelong learning  Systematic thinker  Listening – seek to understand first  A positive, upbeat, but realistic person  Secure, likeable, approachable with a good sense of humor Insert Your Logo Here
    7. 7. Integrity  Trust – It’s your responsibility.  Keep your word. Manage deadlines.  Be a company person. “They” is YOU!  Never defend yourself.  Passion, Wattage, Transparency  Transparency, patience, kindness Insert Your Logo Here
    8. 8. Acceleration  The main thing is to keep the main thing, the main thing.  Technology is not the goal!  Exceptions – Enabling technology: Acrobat Outlook Anywhere Portals Multiple monitors Blackberries Insert Your Logo Here
    9. 9. Acceleration  "Selling tries to get the customer to want what the company has, marketing on the other hand, tries to get the company to produce what the customer wants.“  (Source: Marketing Myopia, Theodore Levitt, Harvard Business Review, Jul-Aug 1960) Insert Your Logo Here
    10. 10. Acceleration   "… the aim of marketing is to make selling superfluous. The aim of marketing is to know and understand the customer so well that the product or service fits him and sells itself.“ (Source: Management: Tasks, responsibilities, practices, Peter Drucker, Heinemann Insert Your Logo Here
    11. 11. Plumbing      Fast, Stable, Secure, Easily Accessible Easy to manage (homogenous, standard) 4 Step implementation model Documentation Perspectives: Tools Applications Data Profiles Servers Insert Your Logo Here
    12. 12. Implementation Model  Research – Will this provide value to the firm?  Lab Test – Will this work in our environment?  ----------Decision to purchase or adopt----------  Pilot Rollout – How can we best deploy this?  Rollout Insert Your Logo Here
    13. 13. Procurement – Where Trust Begins        The PLAN Decisions – consider three levels Know your metrics Vendor management Balance cost cutting with innovation Projects always tied to business strategy This year’s project is next year’s maintenance Insert Your Logo Here
    14. 14. Metrics  Percentage of firm gross income  Budget line items and categories as a percentage of total IT expenditures  IT expenditures per FTE  Firm revenue per FTE Insert Your Logo Here
    15. 15. Three Level Decisions    Suggested solution: project, hardware, software, etc, and what it will cost. Inexpensive solution: “Here’s the cost, and here’s what’s in the suggested solution that we won’t get.” Expensive solution: “Here’s the cost and here’s what we would get in addition to the suggested solution. Insert Your Logo Here
    16. 16. Strategy      There is no such thing as IT strategy! Maintain a historical timeline of milestones Dissect your business’ strategy Every company has a business strategy Ask backwards I’ll get back to you. Insert Your Logo Here
    17. 17. Core Values People Establish Key Values In the Culture Client Service Honesty & Integrity Teamwork & Interdependence Promote Respect And Trust Clark Nuber is regarded as the best CPA & consulting firm in NW Attract Best People Career Development Work Environment Employee Satisfaction Innovation Communicate Well (All Directions) Vision & Mission Clients Employees Business Community Peers Retain And Expand Business Strategic Choices Outcome Accelerate Growth Innovative Advice and World-Class Service New Role of Shareholders Strategically Managed Permanent Business Everyone Realizes Their Professional and Personal Goals One Firm Concept Retain Our People Private Not For Profit Create New And Innovative Products and Services Support and care For Community Insert Your Logo Here
    18. 18. Insert Your Logo Here
    19. 19. Default Strategic Plan What if my strategic business plan is simply to grow by five percent per year and maintain 33% net income before partner compensation? Amazed clients Effective processes Motivated employees Satisfied owners Mitigate our Weaknesses Accelerate our Strengths Insert Your Logo Here
    20. 20. Client Touch Points  Portals Auditor laptops  Telephone system Email  Web site Fax  Paper financial statements and tax returns  Electronic Financial Statements and tax returns  Proposals, marketing materials Insert Your Logo Here
    21. 21. Team Cutting edge projects, resume building Training        Who you are, “who” the department is Firm technology profile Industry best practices Lead by serving. Teammates compete. Always involve HR in conflict Insert Your Logo Here
    22. 22. IT Department Mission Statement  Fast, stable, secure, easily accessible network  Maximize the professional hour  Promote innovation Insert Your Logo Here
    23. 23. IT Commitment to Excellence  Professionalism – Honest, dependable, flexible  Communication – Listen closely, present tech. clearly  Teamwork – Build trust, work toward common goals.  Job Knowledge – Maintain skill sets  Task Achievement – High level of productivity & quality Insert Your Logo Here
    24. 24. Leadership       When people ask for your help Email, write, speak Teach, and teach your team to teach Open lunch sessions Recruiting and new employee presentations Arm partners with info they can use Insert Your Logo Here
    25. 25. Education      Manage your time Read less with more comprehension Develop a personal knowledge base Correct mix of technology and executive skills Lifelong goals Insert Your Logo Here
    26. 26. Innovation       Doing the same thing in a better way Using the same amount of funds to do more Shocked colleagues and supervisors Mistakes Innovate - processes, resources, not people Easier to ask for forgiveness than permission Insert Your Logo Here
    27. 27. Insert Your Logo Here
    28. 28. Insert Your Logo Here
    29. 29. [Your Name Here], CIO Whatever creativity is, it is in part a solution to a problem. – Brian Aldiss Make visible what , without you, might perhaps never have been. – Robert Bresson Insert Your Logo Here

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