Steve Perkins Email and Phone Number
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Steve Perkins personal email
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With a mission to help organizations strive for invincibility against technology and compliance risks, and to leave a seriously challenged Accounting industry better than I found it, I've recently resigned from my Chief Information Officer role and formed Invicta Advisors LLC. After 19 years at top 100 firm HoganTaylor LLP, I started Invicta Advisors to do some things I truly find fulfilling:👉 Influencing the industry to move away from email (bane of our existence, anyone?) and the ridiculous number of single purpose portals we use for client service. The banking and healthcare industries have figured this out. Why hasn't the CPA/Accounting industry? You would never do business with a bank that forced you to use 5 different apps. Email is our biggest cybersecurity risk, and an awful client service tool. We should drop it like a bad habit and move to secure CX portals so clients have a smooth, unified experience throughout their lifecycle.👉 Helping firms get compliant with the myriad of laws and regulations regarding client data security: IRS Pubs 4557, 7216, 1345, FTC Safeguards rule (Gramm-Leach-Bliley), WISPs, HIPAA, breach notifications, cybersecurity insurance, etc. These requirements are in place TODAY. Are you prepared?👉 There are roughly 46,000 CPA firms in the United States. It's safe to say that less than 1% are fulfilling their obligations to clients with a formal vendor risk management program in place. I want to change that, and help firms avoid being made an example of through legal or regulatory enforcement. Again, these requirements are here TODAY.👉 A Fractional CIO is a perfect way for growing firms to get access to expertise and leadership in:M&A due diligence Cybersecurity strategyAI strategyReviews and AssessmentsBudgetingData governanceAttack & Penetration testingAPI Integrations/AutomationsLean Six Sigma process improvementand general readiness to face an uncertain future.If any of these challenges resonate with you and your firm, I can help. If I can't help you, I will find someone who can. Passionate about leveraging technology to drive business success, I am always exploring new ways to enhance our services, improve firm performance metrics and deliver outstanding results for my clients.Clifton Strengths: Includer, Woo, Harmony, Input, Communication. I've been called out innumerable times in my career as a different kind of IT leader, a weirdo in IT. I blame my Woo (Winning others over), Input and Communication strengths on this. It's a combination rare in IT, but one that has worked well for me.
Invicta Advisors Llc
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Founder, Senior AdvisorInvicta Advisors Llc Sep 2024 - Present
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Chief Information OfficerHogantaylor Llp Jan 2009 - Sep 2024Tulsa, Oklahoma, UsI serve with an exceptional team that executes technology strategy for HoganTaylor LLP, a leading regional CPA and business advisory firm. Our results-driven IT team focuses on client service and value creation through implementation of leading edge solutions to the benefit of client service, business process improvement, employee efficiency and work-life balance. -
Senior It ManagerTullius Taylor Sartain & Sartain Jan 2006 - Dec 2008UsSuccessfully transformed a dysfunctional, chaotic IT operation devoid of sound standards, processes and relationships with service areas into a standards-based, service-oriented department with predictably high levels of up-time, reliability, service and respect for the professional hour. Established IT to Business relationships built on respect. Displayed enthusiasm for helping the firm, its clients and its people achieve their goals using technology. Quickly gained a reputation for being a very different kind of IT professional. Proved that IT can and should be a valued partner to the business -rather than just a cost center- simply by listening, smiling and being respectful while providing exceptional service in alignment with firm strategy and culture.Hired a superior technical professional to replace me in January 2008 so I could more effectively serve the firm in a strategic leadership role. Successfully merged our IT operations with the separate and distinct IT operations of merger partner Hogan & Slovacek's Tulsa and Oklahoma City offices. Established primary data center and WAN connectivity with all offices for a seamless execution of the merger between Tullius Taylor Sartain & Sartain and Hogan & Slovacek. Successfully merged IT staffs with no turnover by establishing clear roles and lines of responsibility and by valuing each member of the team as crucial to merger success. Key Accomplishments:Adoption and Management of IT BudgetTransition to ShoreTel VoIP from Traditional PBXImplementation of a Formal HelpDesk Ticketing SystemVirtualization of Server Farm and StorageEncryption of All Firm LaptopsOffice RelocationsImplementation of Technology StandardsEstablishment of High-Speed WAN between Office Locations2008 Merger of 3 Unique IT Operations -
It ConsultantStotts, Pettus & Moore Jun 1992 - Dec 2005Managed IT infrastructure and technology support for multi-office CPA firm. Provided consulting, implementation and support services to small business clients in the areas of networking, computers, point-of-sale software and hardware, accounting software, custom report-writing, backups, inventory, custom label development and printing.I learned computers and related technology from the ground up while working for Stotts, Pettus and Moore. Working directly with end users, I gained a strong foundation in customer service.
Steve Perkins Skills
Steve Perkins Education Details
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Oklahoma State UniversityBusiness Administration -
The Ohio State UniversityLean Six Sigma
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Project Management InstitutePmp Coursework
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Northeastern State UniversityFinance
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Oklahoma State UniversityGeneral
Frequently Asked Questions about Steve Perkins
What company does Steve Perkins work for?
Steve Perkins works for Invicta Advisors Llc
What is Steve Perkins's role at the current company?
Steve Perkins's current role is As a fractional CIO/Advisor, I eliminate anxiety & uncertainty around technology, process improvement, InfoSec, Privacy and Data Governance compliance so your firm can thrive and be future ready..
What is Steve Perkins's email address?
Steve Perkins's email address is al****@****est.com
What is Steve Perkins's direct phone number?
Steve Perkins's direct phone number is +191849*****
What schools did Steve Perkins attend?
Steve Perkins attended Oklahoma State University, The Ohio State University, Project Management Institute, Northeastern State University, Oklahoma State University.
What are some of Steve Perkins's interests?
Steve Perkins has interest in Leadership, Networking, Personal, Peer Sharing Groups Personal, Outdoors Activities, Anything Oklahoma State, Customer Service, Science And Technology, Continual Learning And Development, Health.
What skills is Steve Perkins known for?
Steve Perkins has skills like Leadership, Strategy, Strategic Planning, Business Process Improvement, Process Improvement, Budgets, Project Management, It Management, It Strategy, People Oriented, Service Delivery, Standardization.
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