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Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm providing innovation acceleration and business transformation services for small businesses, middle market organizations, and nonprofits. He is a recognized thought leader and educator in the accounting technology, IT risk management, and performance management areas. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount.

He is also the inspiration architect for the Center for Accounting Transformation, a mind trust of innovative thinkers and experts who help enable transformation by guiding accountants, auditors, and tax practitioners through the adoption and changes required in order to step into the future of the accounting profession. It's research-enabled courses, coaching, and competency development accelerate business transformation to #improvethworld.

Financial firms should prioritize these tech-driven trends immediately. Here's how they'll play out in the short, medium and long term.

The sixth-largest U.S. bank has big plans to grow its private bank by developing young talent, as it prepares to target many of the hottest markets for young wealth.

The T3 producer knows a thing or two about putting together a quality wealth management conference. Here's what stood out to him about Future Proof 2023.

Three financial giants have published reports on what they expect in 2024 — and they're surprisingly optimistic. Here's what they see coming.

Yasmin Farahi is deputy director of state policy at the Center for Responsible Lending, which provides nonpartisan research, analysis and advocacy to create financial fairness and economic opportunity for all.

Gen X workers have the biggest gap between their savings and what they think they need to save for retirement than any other generation in the workforce.

Gregory Estes was convicted by a jury in the state court of San Angelo, Texas, following "an intense eight-day trial," according to a local news report.

New requirement calls on firms to report hacks within four days of deciding that the attacks are of material interest to shareholders.