*New Topics

Courses that are in the “New Topics” category include the following:

Being an Inspiring and Impactful Coach to Your Team

Being an Inspiring and Impactful Coach to Your Team As a coach, you carry an important role in progressing the future of the firm. You have a direct opportunity to influence the engagement of your coachees, help them set a vision for their professional future and make strides in achieving their career goals. Attend this […]
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Building a NextGen Firm

Building a NextGen Firm With the impending Baby Boomer retirement, the profession is facing significant change. Firms are challenged to now focus on the dreams, goals and desires of Generation X, Millennial and even Generation Z team members and clients. Leaders who recognize this shift and begin driving cultural change stand the best chance of […]
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Clarifying Performance Expectations

Clarifying Performance Expectations The onset of engagements. The beginning of a year. When entering new roles. These are all times when our people need to be clear on what’s expected. And for some reason, many of us aren’t very good at clarifying expectations – even though almost every situation we encounter in our work would […]
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Closing The Gender Gap

Closing The Gender Gap Even though it can feel awkward to discuss, the gender gap still very much exists today. And, when the subject does arise, our discussions aren’t honest enough to generate solutions to the issues that are at heart of the matter. In this session, we’ll explore real-life working-woman challenges that conspire to […]
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Consulting Services vs. Compliance Services: Managing the Difference

Consulting Services vs. Compliance Services: Managing the Difference CPAs have worked hard to become not just historians (dutifully ensuring clients are in compliance) but trusted advisors (regularly offering fresh ideas, proactively identifying needs, and consistently recommending innovative solutions to client challenges).  You know you can’t continue to market, grow and manage your consulting practice like […]
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Defining Your Firm’s Strategy for the Future

Defining Your Firm’s Strategy for the Future Between the generational shift in the market and the changes that our profession is facing, there has never been a better time to carefully set (or refine) your firm’s five-year vision. The more proactive you can be in establishing a forward-thinking strategy for growth, the more success you’ll […]
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Delivering Meaningful Midstream Feedback

Delivering Meaningful Midstream Feedback The engagement review and performance review aren’t supposed to be surprise parties, where we unpack all of our unmet expectations at once and overwhelm the feedback recipient by doing so. Instead, we’re supposed to be delivering appreciation, coaching and evaluation feedback as we go. In this session, we’ll explore ideas for […]
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Developing Innovative Client Solutions to Make a Bigger Difference

Developing Innovative Client Solutions to Make a Bigger Difference Nothing is more important to firm growth and stability than retaining key clients. In this highly interactive session with facilitated group and table-top discussion, we will explore creative ideas to truly be proactive and consultative to expand the value you deliver to clients. In this session, […]
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Developing Rainmakers In Your Firm

Developing Rainmakers In Your Firm Most firms want to create a business development culture and develop new rainmakers to replace the rainmakers who will retire in the next 10-12 years. Yet many struggle to truly achieve these goals. In this session, we’ll explore the “must haves” for developing new rainmakers by: Understanding and identifying the […]
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Driving Partner Performance and Accountability

Driving Partner Performance and Accountability As firms continue to drive growth and attract and retain top talent in our tight labor market, most have turned their focus to improving partner performance and accountability. In this session, we’ll take a deep dive into the levers that drive partner performance to help you identify areas where you […]
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Effectively Transitioning Responsibility from One Generation to Another

Effectively Transitioning Responsibility from One Generation to Another Organizations across the country are preparing for (or are already facilitating) the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is effective transition of responsibility. Transition affects far more than the retiree […]
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Engaging NextGen Clients

Millennials have surpassed Baby Boomers as the largest living generation in the US. Young buyers are transforming the way we call a taxi, stay in touch with business colleagues and shop for essentials. And their expectations are driving changes to the traditional CPA firm client engagement and service delivery models.  Attend this session to: Understand […]
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Enhancing Teamwork, Communication and Success

Enhancing Teamwork, Communication and Success In this session, we will explore how you can produce positive results in your life and your team by giving you access to more power and positivity and to enhance your firm’s teamwork and communication by: Learning generational differences and similarities and how to increase your understanding and working with […]
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Having It All: Managing a High-Performance, Flexible Work Environment

Having It All:  Managing a High-Performance, Flexible Work Environment Increased competition for talent requires new and innovative employee engagement strategies. At the top of the list for many is the ability to work at a time and place of our choosing. This demand for Anytime, Anywhere WorkTM is driving CPA firm leaders to give up […]
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Helping Your Clients Retire with Grace: Understanding the Psychology of Letting Go

Helping Your Clients Retire with Grace: Understanding the Psychology of Letting Go For many, it can be very difficult to give up their life’s work and transition into retirement. This session is designed to help you guide those nearing retirement to develop an all-new possibility for life after retirement. We’ll explore: Overcoming the psychological barriers […]
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Leveraging Emotional Intelligence to Enhance Leadership

Our ability to feel emotion gives us life. When we can identify and express our own emotions, we are better equipped to make positive changes. When we can identify and respond to the emotions of others, we create opportunities to build deeper relationships, feel greater connectedness to one another and enhance communication and collaboration.
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Mentoring Your NextGen Leaders

Mentoring Your NextGen Leaders Building a team of NextGen leaders is a challenge most organizations face today. NextGen leaders are clearly different from current leaders, including their use of technology, collaborative approach to projects, and their feedback expectations and communication approaches. Motivating and supporting NextGen leaders requires a shift in our approach to mentoring and […]
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Methods for Soliciting and Being Truly Open To Feedback from Others

Methods for Soliciting and Being Truly Open To Feedback from Others We all have areas where we can improve and yet it can be challenging to discuss them.  In this session, we’ll explore methods for being truly open and receptive to feedback from others, creating a culture of “get better” on your engagements and teams […]
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Navigating Challenging Client Relationships

Navigating Challenging Client Relationships We know that you appreciate your clients – the relationships, the opportunity to make a difference and the continued business you gain from them. We also know that not all clients are created equal and that some clients are more challenging to communicate and interact with than others. Take steps to […]
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Providing Awkward Feedback Effectively

Providing Awkward Feedback Effectively Delivering feedback to your peers or superiors can be awkward and feel risky. And sometimes, the feedback we have to deliver to others can be awkward and almost embarrassing – like issues of personal hygiene, executive presence, and more. In this session, we’ll: Discuss best practices for delivering upstream and side-stream […]
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The Changing Firm Business Model

The Changing Firm Business Model The traditional public accounting model is under pressure. Successful firms are making business model changes to ensure sustainability and prepare for future generations. Your firm’s business model should be attractive to its future leaders and it must also anticipate market trends and expected changes. In this session we’ll explore: Identifying […]
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Three Must Haves for Retaining Top Talent

Three Must Haves for Retaining Top Talent Retaining your key people is a top concern for all leaders. And the cost of turnover is gigantic. Attend this session to explore your role in “attaching” people to you and to your firm. During this session, we’ll explore three key areas that all people need to feel […]
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Want to Keep Your Next Gen? 9 Must DO Firm Changes to Make ASAP!

Want to Keep Your Next Gen? 9 Must DO Firm Changes to Make ASAP! Our Next Gen leaders are restless. They want change, and they want it now. Mature leaders feel resistant and young leaders feel impatient. Both groups must come together to innovate new ways of running the practice and preparing for transition in […]
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Who’s Inside My Head?

Aren’t we supposed to be our own biggest champions? If so, then why are always getting in our way? Sometimes, we let fear and pessimism hold us back. The voice in our own heads can either lead us to greatness or keep us from reaching our full potential.
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