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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
$49.00

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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Massachusetts Society of Certified Public Accountants (MSCPA) Emerging Leaders Summit

November 16
Revere Hotel Boston United States

Brianna Johnson will be facilitating the following sessions at the MSCPA Emerging Leaders Summit: Keynote Session: Who's Inside My Head Concurrent Session: Developing a Culture of Ownership and Accountability To learn more about the MSCPA Emerging Leaders Summit, click here.

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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

CPA.com’s Digital CPA Conference 2018

December 3 - December 5

Jennifer Wilson and Renee Moelders will be facilitating the following two sessions the CPA.com Digital CPA Conference 2018: Accelerating the Growth of Your CAS Practice – Top Recommendations from the 2018 CAS Survey How Do You Compare? Findings from the CPA.com 2018 CAS Benchmark Survey To learn more, visit https://www.cpa.com/digital-cpa.

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

December 4 @ 11:00 am - 12:30 pm EST
Virtual United States
$49.00

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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Kuesel Consulting and The Rosenberg Associates Talent Seminar

December 6 @ 9:30 am - 1:00 pm EST

Improve retention, enhance recruiting, strengthen your bench of future leaders and enhance client value. Join Kuesel Consulting and The Rosenberg Associates in Chicago for Jennifer Wilson's session, "Developing a Truly Progressive NextGen Culture" on December 6, 2018 from 8:30am to Noon at the Ravinia Green Country Club Riverwoods, IL. The cost is $495 for the first attendee and $395 for any additional attendees from your firm and offers 4.0 CPE credits. Learn more or RVSP here.

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