Organization and Human Resources

Courses in the “Organization and Human Resources” category include the following:

Abandon Parity to Retain Your Top Performers

Abandon Parity to Retain Your Top Performers How do you reward exceptional performance at your firm? Are your rising stars recognized and developed to their full potential or are you locked into a system that thwarts ambition, discourages risk-taking and creativity, and ensures that the status quo is maintained? In this thought-provoking session we will […]
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Advanced Recruiting Ideas To Drive Practice Growth

Advanced Recruiting Ideas To Drive Practice Growth Finding the best and brightest can be a challenge in any market, but with today’s talent shortage, it’s harder than ever. Attend this session to learn real-life recruiting strategies, garnered from our work with some of the best HR professionals in accounting, to help elevate your recruiting efforts […]
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Attracting and Engaging Millennials

Attracting and Engaging Millennials Millennials make up 36% of today’s workforce and they’ll represent 50% of our workforce in just four short years. Bright, progressive, change-minded and impatient, these young people are driving significant change in both our firms and in our clients, too. In this session, we’ll discuss strategies for being a preferred employer […]
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Being Transparent from the Start: Managing New Recruit Expectations

Being Transparent from the Start: Managing New Recruit Expectations Our profession is struggling to inspire young accounting graduates to pass the CPA Exam and stay in public accounting. Some young people are attracted to accounting’s plentiful career opportunities – only to find that the firm environment and the work itself aren’t what they expected. Disappointed, […]
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Bridging Your Generational Gap: Building Empathy and Leveraging Each Other’s Strengths

Bridging Your Generational Gap: Building Empathy and Leveraging Each Other’s Strengths Millennial, Generation X and Baby Boomer team members all have unique generational experiences and values. To capitalize on your similarities and manage your differences, you need to understand the core distinctions between the generations and identify methods for maximizing each of your team members’ […]
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Building a Learning Culture in Your Firm

Building a Learning Culture in Your Firm A learning culture can be a major factor in retention and differentiate your firm, too. Developing an appreciation for continuous learning involves more than skills development and technical training investment. In this session, we’ll explore steps you can take to build a learning culture in your firm including: […]
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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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Busy Season Survival Strategies

Busy Season Survival Strategies Busy season is a time when effective communication and efficiency is vital, but that isn’t so easy with increased workloads and pressure. Attend this session to explore accountability, communication, employee engagement, and stress management strategies. You will learn: Ways to mitigate pressure during peak busy periods How to use time management, […]
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Capitalizing on Social Media as a Strategic Communications Tool

Capitalizing on Social Media as a Strategic Communications Tool With nearly 1.5 billion people using Facebook and over 380 million on LinkedIn, it’s safe to say that social media technologies have become mainstream in both our personal and professional lives. Most firms wonder if these technologies are contributing positively to productivity – or detracting from […]
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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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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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Delivering Transformative Feedback to Your Team

Delivering Transformative Feedback to Your Team Everyone has areas for improvement, so why do we avoid addressing performance issues with team members and peers? In this session, we’ll explore the reasons that keep us from addressing needed performance improvements and overcome our fears and resignation to gain the confidence and commitment needed to deliver feedback […]
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Driving Change Through Strategic Firm-Wide Communication

Driving Change Through Strategic Firm-Wide Communication Today’s organizations must navigate ever-accelerating change in standards, technology, mobility, talent, succession, consolidation, globalization, values and norms, and more. To successfully manage dramatic change, leaders must strategically design, execute, and communicate their strategies with the same focus and intention that they spend conceiving of the planned change. In this […]
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Driving Employee Engagement

Driving Employee Engagement Your people are your most important asset. When they are motivated and engaged, collaboration and client service is elevated and your firm is best able to work toward its strategic priorities for growth and development. In this half-day workshop, we’ll explore four strategies to drive employee engagement including: Putting people priorities first […]
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Effective People Development Strategies

Effective People Development Strategies Building a team of productive and motivated people is a challenge many firms face. It is important to have effective processes in place to assess your staff’s progress in achieving predetermined goals and build on that process to further their careers within your firm. Attend this course to learn how to: […]
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Elevating the Role of HR (1-day workshop)

Elevating the Role of HR (1-day workshop) Today’s firm administrators and human resource professionals face unique challenges. Many times, you are asked to help implement a firm strategy or policy without having input prior to the decisions being made. Or, you find yourself in the middle of strategic or philosophical disconnects between key leaders or […]
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Elevating Your Human Resource Function to Support Firm Strategy

Elevating Your Human Resource Function to Support Firm Strategy HR is more critical than ever today in your firm’s success. Traditionally, HR has been viewed as a “compliance” necessity as a firm grows or an “administrative” group that can alleviate practice management work and take on “sticky situations” from partners. In this session, we’ll identify […]
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Embracing Generational Differences in Your Practice

Embracing Generational Differences in Your Practice Generation X, Y, and Baby Boomer team members all have unique differences. Because there are different generational experiences, we’ll explore the core distinctions between the generations and identify methods for maximizing each of your team members’ success. Attend this session to: Understand the generational concept and explore Baby Boomer, […]
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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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Finding Your Voice as an HR Professional in Firm Strategy

Finding Your Voice as an HR Professional in Firm Strategy All too often, Human Resources is asked to help implement a firm strategy or policy without having input prior to the decisions being made. Or, you find yourself in the middle of strategic or philosophical disconnects between key leaders or departments, attempting to mediate behind […]
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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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Is Your Firm Old School or Cool?

Is Your Firm Old School or Cool? The retirement of the 78 million Baby Boomers over the next decade will drive a labor shortage unlike anything we’ve seen in the U.S. to date. With the accounting unemployment rate well below the national average, young and talented CPAs will be in high demand in the coming […]
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Managing Diverse Work Teams (1 -day workshop)

Managing Diverse Work Teams (1 -day workshop) In this workshop, we’ll begin by exploring some of the differences that make your team unique and how you can best utilize these differences while effectively managing the conflicts and difficulties that are sure to arise. You will learn: Generational differences – and similarities – and how people […]
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Managing Millennials

Managing Millennials Generation Y team members – or the Millennial Generation – are the latest to enter our workforce, bringing with them new challenges and benefits, too. Attend this session to discuss: Generational differences and what makes Millennials unique, special, and different How to motivate and manage your youngest team members effectively Methods to retain […]
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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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More Than Flexibility: Moving Away From the Time and Place Paradigm

More Than Flexibility: Moving Away From the Time and Place Paradigm Increased talent competition requires new and innovative employee engagement strategies. At the top of the list for many is the ability to complete work at a time and place of our choosing. This demand for anytime, anywhere work is driving CPA firm leaders to […]
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Promoting Employee Wellness in Your Firm: An Exploration

Promoting Employee Wellness in Your Firm: An Exploration There’s a growing emphasis on work-life balance and ensuring employee welfare in today’s workplace. Encouraging the health and well-being of your people can truly differentiate your firm and healthy team members will produce more and remain with your firm longer. Attend this session to explore: The growing […]
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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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Recruiting is a Marketing Function!

Recruiting is a Marketing Function! Finding the right team members at the right time is key to your practice success and the market has never been tougher. That’s why it’s more important than ever to execute a recruiting strategy that applies true marketing concepts to differentiate your firm from the rest. Attend this session to […]
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Recruiting, Retaining, and Motivating the Best and the Brightest (1-day workshop)

Recruiting, Retaining, and Motivating the Best and the Brightest (1-day workshop) Your team members are the key to your success. In this workshop, participants will learn best practices in human resources, including: Innovative recruiting concepts and how to differentiate your firm from others in the hiring process Sources for finding qualified team members and partners […]
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Recruiting, Retaining, and Performance Management – an Advanced Study (1-day workshop)

Recruiting, Retaining, and Performance Management – an Advanced Study (1-day workshop) Your team structure is the key to your firm’s success. In this workshop, intended for firm administrators, HR managers, and partners responsible for HR, we’ll take recruiting and retention topics to a deeper level and share best practices in attracting the right people (and […]
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Reframing Common Generational Complaints – For All Generations

Reframing Common Generational Complaints – For All Generations We’re hearing a lot about the younger generation and the impact they’re having in our firms. The shifting demographics offer an enormous opportunity to improve collaboration and efficiency and “building a better mousetrap.” But first, firm leaders have to set aside their resentment about changes being thrust […]
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Reframing Common Generational Complaints – For Emerging Leaders

Reframing Common Generational Complaints – For Emerging Leaders At times it may seem like there’s a generational crevasse when it comes to working and practice management styles. Growing restless by holding resentment will only prevent change from happening. Instead, let go of common complaints and consider the counterpointing questions that will help solve problems collaboratively. […]
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Reframing Common Generational Complaints – For Firm Leaders

Reframing Common Generational Complaints – For Firm Leaders We’re hearing a lot about the younger generation and the impact they’re creating in the workplace. It can be easy for firm leaders to begrudge the changes that are being demanded of them and refuse to consider other perspectives. However, this is an area of huge opportunity […]
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Strategies to Develop Your Rising Stars

Strategies to Develop Your Rising Stars With the impending change in our leadership teams over the next decade, it’s imperative to identify your future partners and understand their hopes and dreams and ready them for leadership. Doing so will allow you to create a development track for their path to leadership and ensure they’re prepared […]
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Strategies to Truly Engage and Retain Your People

Strategies to Truly Engage and Retain Your People The labor market is tight and your best and brightest are in high demand! Are you doing all that you can to motivate your talent in ways that are meaningful to them? Firms that provide motivational and engaging environments will win in the recruiting-and-retention race. Attend this […]
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The Twelve Questions Rising Stars Ask About the Path to Partner

The Twelve Questions Rising Stars Ask About the Path to Partner Are you engaging the entrepreneurial, energetic young leaders in your firm? These up-and-comers are passionate about their careers and their firms, and they want to know: What can I expect on the path to partner? Failure to answer these questions raises the risk of […]
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The Twelve Questions You Should Ask Your Rising Stars

The Twelve Questions You Should Ask Your Rising Stars It’s imperative that you identify your future partners and understand their hopes, dreams and expectations so that your leadership team can make decisions and plans to engage them as future leaders for your firm. In this session, we’ll explore: The 12 questions you should ask your […]
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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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Truly Engaging Your People

Truly Engaging Your People According to national engagement surveys, as few as 30% of American workers are engaged at work. Wow! As performance managers, our job is to drive employee engagement and to watch for and address signs of dis-engagement. Join us for this session where we’ll explore: Better understanding employee engagement Strategies that drive […]
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Understanding and Engaging Diverse Personalities

Understanding and Engaging Diverse Personalities Have you ever wondered why you act (or react) the way you do or why others act (or react) differently than you do? Many contributing factors affect our unique approach to life, work, and relationships, but one of the most powerful factors is our inherent personality. Understanding your personality and […]
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Understanding and Managing Gender Differences

Understanding and Managing Gender Differences So, if “men are from Mars and women are from Venus,” how do we manage those differences in the workplace? From an early age, we are taught certain “truths” about male and female behavior that carry through to our adult lives – and this impacts how we perceive and interact […]
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Using Social Media to Drive Your Firm’s Recruiting Strategies

Using Social Media to Drive Your Firm’s Recruiting Strategies With nearly 1.5 billion people using Facebook and over 380 million on LinkedIn, it’s safe to say that social media technologies have become mainstream in both our personal and professional lives. And, knowing how important talent is to our profession, it’s important to execute a recruiting […]
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Virtual Work Programs Win the Race!

Virtual Work Programs Win the Race! The impending retirement of our nation’s Baby Boomers will cause a labor shortage greater than we’ve experienced in the past. Firms that provide motivational and engaging environments will win in the recruiting-and-retention race. Attend this session to explore the sometimes-controversial subject of workplace flexibility and learn how firms are […]
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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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What Are Your Organizational Ethics?

What Are Your Organizational Ethics? In today’s workplace, understanding your organizational ethics and how to apply them is a must. Defining, understanding, and communicating your organizational ethics is critical to ensuring that your people make the right decisions, take the right actions, and operate with the values and behaviors that are important to you and, […]
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