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OUR PEOPLE

Donny C. Shimamoto, CPA.CITP, CGMA

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC. Donny works with larger organizations as a trusted business advisor, facilitating organizational strategic planning and execution, IT governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives. Read more... 

Founder and Managing Director

Morris E. Harris, CPA, CGMA

​Morris E. Harris, CPA, CGMA, is a Principal Consultant with over 20 years of corporate experience in a variety of areas ranging from Big 4 audit, corporate financial accounting and reporting, operations management, training development, product development, and program management. Morris is also an experienced business analyst and trained in Lean Six Sigma techniques. Read More...

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Principal Consultant

Addie Lui, CISA, CISM, CISSP, CTGA

Addie is an Information Security professional with over 12 years of experience in the Banking industry, working with external auditors and federal examiners to ensure compliance with banking regulations in diverse technical environments. Included in that time is over 8 years of IT Audit experience where he planned and performed IT, operational, and compliance audits. Read More...

Director, IT Risk Services; Chief Information Security Officer

Steve Mar, CISA, CFSA

Steve has over 45 years of corporate experience in a variety of governance, risk, and control areas ranging from Instructor, Consultant, and Chief Information Security Officer to Information Technology (IT) Audit Director. Steve worked for several large organizations to develop technology governance, perform IT risk assessments, and identify business & IT controls for improvement. Read more... 

Director

Miki McLean

Miki manages our cadre of expert speakers who help to educate and inform CPAs both in public practice and business & industry—helping to book them for conferences, webinars, and in-firm training events. Miki also administers the online learning programs in the SMB Learning Center, many of which incorporate the teachings from our professional speakers. Read more...

Senior Consultant, Professional Education Services

Alisa Nishimoto, PMP

Alisa manages multiple teams of specialists who provide advisory, systems management and support, and application development services for a variety of industries. Alisa also oversees all firm administration functions related to the delivery of high quality services, including staff performance management, client relationship management, firm methodology deployment, and firm continuous improvement. Read more... 

 

Director, Client Services & Firm Administration

Heidi Yamamoto, CPA

With over 20 years of industry experience to enhance her Certified Public Accountant (CPA) license, Heidi brings a pragmatic, yet forward-thinking approach to our accounting and bookkeeping services.

Controller & Senior Consultant, Accounting Services

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