Workshops

Courses that are designed to be delivered in 1, 1.5 or 2-day workshops include the following:

Becoming a Business Development Black Belt (1-day workshop)

Becoming a Business Development Black Belt (1-day workshop) Developing new business from existing clients, prospective targets, and referral sources is both an art and a science. If you’re committed to develop your business development skills and really impact the firm’s top line, you’ll want to attend this interactive course where we’ll learn to: Define the […]
Read More →

Business Development Workshop (½ -day OR 1-day workshop)

Business Development Workshop (½ -day OR 1-day workshop) Attend this course and learn how to identify opportunities with your prospects and existing clients and then package and position your firm’s products and services so that they are understood and accepted. You will also learn how to apply our proven sales methodology to your sales opportunities. […]
Read More →

Coming Together – The Art of Merging (1-day workshop)

Coming Together – The Art of Merging (1-day workshop) Whether you’re bringing in a new partner from the outside, purchasing a niche specialty practice, or merging with another firm, navigating the nuances to ensure success can be tricky. In this session, we’ll remove the mystique of what it takes to bring two entities together so […]
Read More →

Deepening Your Client Relationships to Enhance Your Value (1-day workshop)

Deepening Your Client Relationships to Enhance Your Value (1-day workshop) If asked, most of us would say that we’re committed to 100% client referenceability and client relationships that last a lifetime. Yet few of us really measure how we’re doing in this area or what else we can do to better serve our clients. When […]
Read More →

Delivering Compelling Presentations (1-day workshop)

Delivering Compelling Presentations (1-day workshop) Presenting your ideas with power and persuasion is a critical leadership skill and is both an art and a science. In this one-day workshop, you’ll discover the nuances of developing and delivering powerful presentations tailored for your audience, including: Exploring the natural inhibitors we experience when speaking to groups of […]
Read More →

Delivering Exceptional Client Service (1-day workshop)

Delivering Exceptional Client Service (1-day workshop) In a professional services firm, our people make or break the quality our clients perceive. Still, we seem to take for granted that everyone knows the foundational elements of exceptional client As a result, we may not spend enough time training or communicating on this critical subject to explore […]
Read More →

Developing Niche Opportunities (1-day workshop)

Developing Niche Opportunities (1-day workshop) Every CPA or consulting firm that starts or acquires a niche practice does so with optimism and the intent to better serve their clients and increase firm profits. So why doesn’t it always work out that way? Committing to develop a niche and then doing so are significant undertakings that […]
Read More →

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 […]
Read More →

Growing and Managing Your Firm Strategically (1-day workshop)

Growing and Managing Your Firm Strategically (1-day workshop) As top leaders in our firms, we want to develop inspiring growth plans that our team members can get behind and achieve. But many of us find ourselves committing to too many initiatives or lacking the buy-in we need to drive our plans to fulfillment. Attend this […]
Read More →

Learning to Be an Inspiring, Accountable, and Difference Making Leader (1-day workshop)

Learning to Be an Inspiring, Accountable, and Difference Making Leader (1-day workshop) In this session, we’ll explore important leadership and communication must-haves that will further develop your ability to influence and inspire others and also enhance your personal performance at your firm. In this interactive session, we’ll: Understand the leadership behaviors that inspire change Explore […]
Read More →

Make Succession a Strategic Process (1-day workshop)

Make Succession a Strategic Process (1-day workshop) Whether you or someone in your firm is nearing retirement age, being promoted, considering a sabbatical, or just concerned about the fact that you’re carrying too much responsibility for your firm, the issue of succession planning is probably weighing on your mind. Worse yet, the topic may feel […]
Read More →

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 […]
Read More →

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 […]
Read More →

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 […]
Read More →

Staff and Administration Development: Personal Productivity and Professionalism (1-day workshop)

Staff and Administration Development: Personal Productivity and Professionalism (1-day workshop) Attend this workshop to maximize your effectiveness, professionalism, and inspiration. In this session, we’ll explore time and stress management techniques, identify the hallmarks of a true professional and discover methods for more effective communication. These will all help you build a foundation for ongoing career […]
Read More →

Women as Powerful Leaders and Communicators (1-day workshop)

Women as Powerful Leaders and Communicators (1-day workshop) This session will help you gain power and confidence in your role as a leader, mentor, and manager. Together, we’ll explore the unique elements that cause you to behave, communicate, and react the way that you do when working with others. We’ll focus on the things that […]
Read More →
css.php