Nominate an Innovative Practitioner

December 3-5, 2018

Gaylord National Resort & Convention Center

National Harbor, MD

 

Nominate your candidate

The fourth annual Innovative Practitioner Award is your opportunity to shine a light on exemplary practitioners who are embracing new strategies and technology throughout their practice, whether taking the initial steps of a long-term plan or already benefiting from early adoption.

Share their story or yours (self-nominations are welcome) in the nomination form, with details of approaches and technology implementation that make innovation possible. Nominations close June 15, 2018.

Want to learn more about the previous winners? Check out their stories below.

WINNER!

First-place winner will receive:

  • Two free registrations to the Digital CPA Conference 2018 — for on-site or online attendance
  • Recognition during the conference
2nd PLACE

Runner-up will receive:

  • A $200 discount to attend Digital CPA 2018
  • Recognition during the conference
3rd PLACE

Three additional winners will receive:

  • A $150 discount to attend Digital CPA 2018

As an added bonus, everyone who submits a nomination will receive a $50 discount for Digital CPA 2018 registration.

MAKE YOUR NOMINATION!

Previous Winners

 
Kelly Johnson, CPA, CFP
National Leader, Business Services & Outsourcing
BDO
 
 

Kelly is passionate about technology and is always looking for ways to implement it to improve accounting and financial management. That was the idea behind the creation of BDODrive, a combination of technology and resources that streamlines core accounting functions and offers mobile, real-time access to information. As the driving force behind BDODrive, Kelly is a true revolutionary, pushing the boundaries of firm operations and client services. The platform relies on technologies like Microsoft, Intuit and Bill.com to offer customizable dashboards, greater insight into business performance, continuous collaboration and access to world-class BDO advisers. Its many convenient features include online payments, auto bank feeds and reconciliation, secure document management and customized reporting. BDODrive helps companies run more effectively and make better strategic decisions, all while standardizing processes and enhancing efficiencies.

With more than 25 years of experience in accounting, Kelly oversees a team of professionals who provide clients with the customized solutions and infrastructure to achieve operational success. She began her career at PwC LLP as an audit manager, then expanded her accounting skills by working in the corporate accounting division of a global financial services firm and provided advisory services for private wealth clients. Kelly, a CPA in the commonwealth of Virginia, is a member of the AICPA and the Virginia Society of Certified Public Accountants.

 
 
Rachael Higginbotham
Marketing Manager
Postlethwaite & Netterville
Caitlin Lacher
Senior Marketing Coordinator
Postlethwaite & Netterville
 
 
 

CPA firms solve clients' problems, and the best avenues to explain how we do that is through our professionals' experiences and summaries of our services. As Postlethwaite & Netterville grew, our experience and service offerings also grew, and it became more of a challenge to ensure everything was up to date and accurate. Additionally, younger professionals are conditioned to manage their own information online and expect information at their fingertips. Rachael and Caitlin had an innovative idea for a tool that could manage our professional bios and sales materials, ensuring that materials are accurate, consistent and available 24/7. They led the development of Pounce, which is an easy-to-use, web-based system designed not only for our firm, but also for all professional services firms. With Pounce, everyone in the organization can quickly access marketing collateral to assist in business development efforts, such as professional résumé, industry experience summaries and service capability summaries. Pounce keeps it all in easy reach with one's own custom-designed data searches and availability anytime, anywhere via a desktop or mobile device. Since this tool launched internally, we reduced administrative time getting similar materials in our professionals' hands, which means our marketing department has more time to focus on strategic initiatives. Additionally, in only a month's time since the software launched externally, demand from other firms has been impressive. We believe that not only has this tool been of significant benefit to our firm, but also that it will help solve similar challenges in many other firms.

 
 
Natalie B. Hoffmann, CPA/CITP
Partner, Honkamp Krueger & CO., P.C.
 
 
 

Sparking innovation through a marketing effort, Technology Partner Natalie Hoffmann led her firm to launch its first app. The mobile app streamlines Honkamp Krueger's Client Patronage Program, in which the firm rewards employees for intentionally shopping at clients — staff can easily discover firm clients, review their products and services, map client locations, get driving directions, submit spending amounts and win fun prizes. Marketing is able to run spending reports by industry, client and employee, to enhance business development and client retention efforts. Results: Receipt submission increased by 43%, employee participation increased by 47%, spending dollars increased by 50%, and manual hours spent by the marketing department decreased by 14 hours per month. The firm's program received national recognition from Accounting Today (Jan. 2015) and INSIDE Public Accounting (Nov. 2014). The firm also won the Association for Accounting Marketing's Maverick Marketing Award. None of this would have been possible without Natalie.