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November 2018

Partner Performance: Setting Partner Expectations and Reporting to Drive Performance and Accountability

November 15 @ 11:00 am - 12:30 pm EST
Virtual United States

To maintain unity around your firm’s strategy, defined performance expectations for each partner helps reduce disappointment among your partner team and the common feeling that someone isn’t “pulling their weight.” In this session, we’ll explore methods for establishing performance expectations for all partners in your firm and thereby increasing productivity – and results – by: Gaining clarity about which partners are responsible for each functional area and other aspects of the firm Developing or refining “one-size-fits-one” partner role definitions Creating…

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Unity – The Foundation of Partner Performance and Accountability

November 19 @ 12:00 pm - 1:30 pm EST
Virtual United States

Gaining partner unity is more than getting a “majority vote” on key issues for your firm. In this session, we’ll explore ideas for enhancing the unity of your partner team and moving toward a “one-firm” culture, including: Defining what unity means within a partnership structure Benefits of moving toward a more corporate, one-firm structure Strategic constructs required to unify your partner team Methods for bringing your partner team together – in and out of the partner meetings – to work…

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Massachusetts Society of Certified Public Accountants (MSCPA) – Practice Management Conference

November 30
Mohegan Sun Uncasville, CT United States

Renee Moelders will be facilitating the following sessions at the New England Practice Management Conference: Having It All: Managing a High-Performance, Flexible Work Environment Effectively Transitioning Responsibility from One Generation to Another To learn more about the New England Practice Management Conference, click here.

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December 2018

Partner Performance: Driving Partner Performance and Accountability with Feedback and Straight Talk

December 4 @ 11:00 am - 12:30 pm EST
Virtual United States

In this session, we explore the importance of regularly monitoring and reporting all partners’ progress toward their goals and communicating appreciation and disappointment when warranted. Providing performance feedback to your partners – no matter what your partner role is – can be tricky. Attend this session to explore methods to provide effective feedback to your partners, including: The importance of developing partner relationships and how being related increases partner performance Why partners need performance feedback and aren’t exempt when they…

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