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September 2018

Web Seminar: Fixing Feedback: Four Strategies to Better Develop Your People

September 27 @ 11:00 am - 12:15 pm EDT
Virtual United States
$49.00

Firms are shifting to continuous growth and feedback in their quest to quickly grow and develop their people. To get there, you need feedback mechanisms that communicate when team members are on track and where they can improve. Unfortunately, most firms currently employ cumbersome and ineffective performance management systems that don’t produce the necessary feedback soon enough. In this webinar, we’ll explore four strategies to “fix” your firm’s feedback programs, including: Ensuring the right owner is in place for each…

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October 2018

Wolters Kluwer 2018 CCH Connections: User Conference

October 22

Renee Moelders will be facilitating the session, "Transitioning Leadership Responsibilities Effectively from One Generation to Another" at the Wolters Kluwer 2018 CCH Connections User Conference. To learn more about the conference, or to register, click here.

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First-Hand Look: Findings from our 2018 Anytime, Anywhere Work™ Survey

October 24 @ 11:00 am - 12:30 pm EDT
$49.00

Our 2018 Anytime, Anywhere Work™ Survey on the adoption of flexible work programs is complete. And, the results will surprise you! Join us to learn what’s hot, as well as where firms are falling behind. We’ll discuss: The types of flex time programs firms are offering and where there’s still room for improvement The increase in remote work and the impact on retention and recruiting Remote audit results, including client buy-in experienced and steps participants are taking to move to…

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Massachusetts Society of Certified Public Accountants (MSCPA) – 2018 Women’s Leadership Summit

October 25
Westin Boston Waterfront United States

Jennifer Wilson will be facilitating the session, "Managing Scope: The Art of Saying No" at the Massachusetts Society of Certified Public Accountants (MSCPA)'s 2018 Women's Summit. To learn more about this event, click here.

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CPAFMA MAPCast: Findings from our 2018 Anytime, Anywhere Work™ Survey

October 31

Renee Moelders will be facilitating the session, "First-Hand Look: Findings from our 2018 Anytime, Anywhere Work Survey™ " on CPA Firm Management Association's (CPAFMA) October 31, 2018 MAPCast. To learn more, or to register for this event, visit www.cpafma.org.

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November 2018

Partner Performance: Unity – The Foundation of Partner Performance and Accountability

November 1 @ 11:00 am - 12:30 pm EDT
Virtual United States
$49.00

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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AICPA Emerging Partner Training Forum

November 6

Jennifer Wilson will be facilitating the following sessions at the AICPA Emerging Partner Training Forum: Effectively Transitioning Responsibility from one Generation to Another Growing Your Practice through Referral Source Marketing To learn more, or to register for the event, visit www.aicpa.org.

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Minnesota Society of Certified Public Accountants – 64th Annual MNCPA Tax Conference

November 12

Tamera Loerzel will be facilitating the following sessions at the 64th Annual MNCPA Tax Conference: Having It All: managing a High-Performance, Flexible Work Environment Engaging NextGen Clients What Are Your Organizational Ethics To learn more about the 64th Annual MNCPA Tax Conference, click here.

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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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