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October 2011

Recruiting Top Talent to Your Practice

October 4, 2011 @ 11:00 am - 12:15 pm EDT
$39

Finding the right team members at the right time is key to your practice success and the market will continue to get tougher. That’s why it’s more important than ever to execute a recruiting strategy that differentiates your firm and enables you to attract the best and brightest of the profession. Attend this session to enhance your ability to: Develop a differentiating recruiting strategy and story Ensure your recruiting process sources quality candidates including capitalizing on social media Involve the…

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I Trust You (Sort Of) Do You Trust Me?

October 5, 2011 @ 1:00 pm - 2:40 pm EDT
$79

Workplace surveys (and our experience) show that employees do not trust their employers, co-workers do not trust their peers, and owners do not trust their partners. Wow! Explore the cornerstones of trust in your relationships with staff, peers, partners, and clients. A Live 100-Minute Webinar - 2 CPE Credits October 5, 2011 - 1 PM Eastern Time

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Identifying and Developing Your Rising Stars

October 18, 2011 @ 11:00 am - 12:15 pm EDT
$39

Times are changing and your best and brightest will soon be in high demand! Are you doing all that you can to motivate your talent in ways that are meaningful to them? Attend this session to learn ways to: Identify the characteristics or attributes of a rising star to develop in your team members – starting when you’re recruiting Create a learning environment with individual learning roadmaps Formalize your path-to-partner program Provide diagnostics assessment, coaching and training for those on…

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CPA Firm Success Metrics: Understanding Practice Economics

October 26, 2011 @ 1:00 pm - 2:40 pm EDT
$79

Ensuring your firm's profitability is essential in today's economy, but the professional services business model isn't that intuitive. This session will help attendees get their arms around the various “levers” in their practices that influence profitability and success. A Live 100-Minute Webinar - 2 CPE Credits October 26, 2011 - 1 PM Eastern Time

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November 2011

Overcoming the Seven Deadly Sins of Delegation

November 1, 2011 @ 11:00 am - 12:15 pm EDT
$39

Delegation is a leadership must-have as no organization can grow, or survive succession, without encouraging its leaders to delegate. Unfortunately, real delegation is often desired and seldom practiced. At some point or another, we’re all guilty of one or more of the seven deadly sins of delegation: The “do it my way” syndrome Believing people are not ready yet Abdicating, not delegating Not providing specificity or clarity in your assignments Lacking communication with others Taking work back Not establishing clear…

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December 2011

Delivering Transformative Feedback To Your Team

December 8, 2011 @ 11:00 am - 12:15 pm EDT
$39

We all have 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 that transforms individual and team performance. Barriers that keep us from addressing areas for improvement Ways to get to the true root cause of performance or behavior Methods and language…

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Leveraging Technology to Grow Your Practice

December 20, 2011 @ 11:00 am - 12:15 pm EDT
$39.00

What’s the proper place of technology in your firm’s strategic plan? Join us for this important session to discuss the role of technology in:

  • Driving new revenue growth
  • Partner accountability and unity
  • Client service and retention
  • Succession
  • Staff recruiting

Attend this session to discuss the “must have” IT enablers to ensure your firm remains competitive.

Audience: Partners, Department Heads, Technology Professionals and Firm Administrators

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February 2012

To Tweet, Or Not To Tweet: What’s The Question?

February 7, 2012 @ 11:00 am - 12:15 pm EDT
$39

American awareness of the social media application Twitter increased from 5% to 87% and it’s no wonder, with its over 100 million users and 50 million tweets per day. While we all recognize the application’s name, the perception of Twitter isn’t necessarily a positive one in terms of business applicability. Many of us aren’t yet sure how (and maybe even if) we can leverage its capabilities to benefit our firms. In this session, we will explore this fast-growing public relations…

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March 2012

Harness the Power of Positive Thinking and Manage Stress Positively

March 20, 2012 @ 11:00 am - 12:15 pm EDT
$39.00

Positive and negative thinking are both contagious. Powerful leaders understand that focus, belief, and positive communication are all required to instill confidence and allow teams to produce incredible results. In addition, your ability to manage everyday pressures and demands with positivity can affect productivity, client satisfaction, workplace morale, and retention. Attend this web seminar to harness your own positivity and learn: Factors that can lead to pressure in your personal and professional life Ideas to help you reduce your personal…

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May 2012

ConvergenceCoaching Webinar Great Firms Have a Vision For the Future! What’s Yours?

May 1, 2012 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

Firms that continually refine their vision for the future enjoy increased engagement, inspiration and unity. The clarity of direction enables you to make difficult decisions and take calculated risks that fit with your intended direction. Team members know where the firm is headed, what their role is in getting the firm there and are able to focus and drive the firm forward. Yet so many firms are unable to articulate a clear and compelling vision for the future. How come?…

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AAM High! Strategies for Driving Cultural Change in Your Firm Webinar

May 16, 2012 @ 1:00 pm - 2:15 pm EDT
Virtual United States

Clients, prospects, referral sources, employees and prospective employees all want to be affiliated with a firm whose culture they admire. That's why it's more important than ever for you to work with your firm's leaders to intentionally cultivate and promote a corporate culture that others will appreciate and envision being affiliated with for the long term. But what is culture, anyway? It's the essence of your firm's being and the way it feels to be a part of your firm.…

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CPA Leadership Institute Webinar Unity: The Foundation of Partner Performance and Accountability

May 17, 2012 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

Gaining partner unity is more than getting a “majority vote” on key issues for your firm. In this webinar, we'll explore ideas for enhancing the unity of your partner team and moving toward a “one-firm” culture. A Live 100 Minute Webinar - 2 CPE Credits May 17, 2012 - 2 PM ET

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June 2012

ConvergenceCoaching Webinar “We’ve Developed Our Vision. Now What?”

June 5, 2012 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

When firms take the time to develop their vision for the future, they sometimes think that’s their big finish line. But the real work is in developing the strategies and tactics to drive the firm toward your intended destination and to integrate the vision into the firm’s day-to-day activities. Without integration, your vision is just another set of lofty ideas destined to be dusted off and revisited in the years to come. Don’t let that happen! Instead, attend this web…

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CPA Leadership Institute Webinar Setting Partner Expectations and Reporting to Drive Performance and Accountability

June 26, 2012 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

This program will develop understanding of the importance of “ownership” in driving firm initiatives forward, gaining insight on the “link” between written partner role descriptions and execution of your firm's strategy, getting better and more effective at partner goal setting, and a “return and report” process to support achievement of agreed upon goals and strategies. A Live 100 Minute Webinar - 2 CPE Credits May 17, 2012 - 2 PM ET

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July 2012

CPA Leadership Institute Webinar I Trust You (Sort Of). Do You Trust Me?

July 10, 2012 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

Workplace surveys (and our experience) show that employees do not trust their employers, co-workers do not trust their peers, and owners do not trust their partners. Wow! Explore the cornerstones of trust in your relationships with staff, peers, partners, and clients. A Live 100 Minute Webinar - 2 CPE Credits July 10, 2012 - 2 PM ET

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ConvergenceCoaching Web Seminar Target Account Selling to Close More ‘A’ Clients

July 17, 2012 @ 12:00 am - 11:59 pm EDT
Virtual United States
$39.00

Whether you have a pipeline full of opportunities or need to generate more prospective clients, you want to ensure that your team is focused on closing the ideal (or close to ideal) target clients instead of opportunistically closing engagements that use resources and may not be best for the firm. During this web seminar, we’ll explore ideas to help you be more strategic in your business development efforts and engage in target account selling activities. Upon completion of this session,…

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AGN Partner Development Academy Webinar Series

July 17, 2012 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

Tamera Loerzel will be teaching Target Account Selling to Close More 'A' Clients  

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CPA Leadership Institute Webinar How to Make a Niche Work for Your Firm

July 19, 2012 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

Explore the challenges and opportunities of successful niche creation. All niches can be profitable if done right. A Live 100 Minute Webinar - 2 CPE Credits July 19, 2012 - 2 PM ET

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CPA Leadership Institute Webinar Driving Partner Performance and Accountability

July 24, 2012 @ 2:00 pm - 3:30 pm EDT

In this session, we'll explore: The importance of performance feedback and what effective performance feedback looks like The “barriers” that keep us from providing effective feedback Strategies for discussing difficult performance issues How to “talk straight” when performance expectations aren't being met Ways to get to the “root cause” of performance or behavior issues Methods and language to enable you to inspire others to improve A Live 100 Minute Webinar - 2 CPE Credits July 24, 2012 - 2 PM…

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August 2012

ConvergenceCoaching Web Seminar Using LinkedIn To Develop Business

August 7, 2012 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

Most of us have jumped in and have built a profile on LinkedIn, the popular professional social networking platform. But we may not be maximizing our use of the platform to maximize our business development efforts or producing real results from it yet. In this session, we’ll explore a few “cash free” strategies to put LinkedIn to work for you, including: • Mining the connections of others to identify potential referrals and develop new business • Managing your “brand” by…

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CPA Leadership Institute Webinar Reward Partner Performance and Contribution

August 22, 2012
Virtual United States + Google Map

Even though some may want to focus on “fixing” partner compensation first, the last element of developing partner performance and accountability is rewarding performance. A properly designed and well-thought-out partner compensation system can drive desired behaviors and inspire your partner group to achieve high performance. Likewise, a poorly designed system will drive unwanted behaviors and discourage a one firm culture. A Live 100 Minute Webinar - 2 CPE Credits August 22, 2012 - 2 PM ET

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September 2012

CC, LLC Webinar – Taking Your Niches to The Next Level

September 25, 2012 @ 11:30 am - 12:45 pm EDT
Virtual United States + Google Map
$39.00

Tamera Loerzel and Jennifer Wilson will be teaching Taking Your Niches To The Next Level Building specialized expertise has been the goal of practitioners for decades, yet few firms develop and become known for truly deep, successful niches. To achieve success in your firm’s niche industries or specialty services, you need to apply strategic insight, strong marketing execution and leverage operations across the firm. Attend this session to discuss the keys to enhancing your industry or specialty service practice including:…

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October 2012

AGN Partner Development Academy Webinar Series

October 18, 2012 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

Tamera Loerzel and Jennifer Wilson will be teaching Trust Developing It, Repairing It and Maintaining It  

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November 2012

CPA Leadership Institute Webinar CPA Firm Success Metrics: Understanding Practice Economics

November 8, 2012 @ 2:00 pm - 3:40 pm EDT
Virtual United States + Google Map

Ensuring your firm's profitability is essential in today's economy, but the professional services business model isn't that intuitive. This session will help attendees get their arms around the various “levers” in their practices that influence profitability and success. A Live 100 Minute Webinar - 2 CPE Credits November 8, 2012 - 2 PM ET http://www.cpaleadership.com/public/CPA_Firm_Success_Metrics_Understanding_Practice_Economics.cfm

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ConvergenceCoaching Web Seminar

November 20, 2012 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

Tamera Loerzel and Jennifer Wilson will be teaching Elevating Your Client Accounting Practice  

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December 2012

ConvergenceCoaching Web Seminar

December 18, 2012 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

Tamera Loerzel will be teaching Busy Season Survival Strategies Spring busy season is just around the corner! Attend this session to explore organizational, accountability, communication, employee engagement and stress management strategies to ensure that your busy season is your very best ever!  

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January 2013

AGN Partner Development Academy Webinar Series

January 10, 2013 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

Tamera Loerzel and Jennifer Wilson will be teaching Talking Straight to Drive Change  

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The Twelve Questions Rising Stars Ask About the Path to Partner

January 30, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39

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 you losing your best and brightest stars. Attend this session to learn how to provide direction and develop your most important people as we explore: Differentiating your firm by providing clear answers to the dozen most…

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February 2013

ConvergenceCoaching Web Seminar – Creating a Culture of Fun

February 26, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

Tamera Loerzel and Jennifer Wilson will be teaching Creating a Culture of Fun  

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April 2013

ConvergenceCoaching Web Seminar: How Does Your Firm Stack Up

April 23, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

Jennifer Wilson and Tamera Loerzel will teach "How Does Your Firm Stack Up - 2012 Benchmarking Surveys" on April 23, 2013  

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May 2013

ConvergenceCoaching Web Seminar: The Twelve Questions You Should Ask Your Rising Stars

May 21, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be teaching this valuable session. With the impending change in our leadership teams over the next decade, it’s imperative that you identify your future partners and understand their hopes, dreams, and expectations. Doing so will give your leadership team the opportunity to learn about your firm’s rising stars and make decisions and plans to engage them as the future leaders for your firm. In this session, we’ll explore: The 12 questions you should ask your rising stars…

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June 2013

ConvergenceCoaching Web Seminar: Close More Business With a Consistent Sales Pipeline Process

June 4, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Tamera Loerzel for this beneficial web seminar. You may know that having a sales pipeline is a best practice to manage and close new engagements for your firm. You may even have a sales pipeline in place. Implementing a sales pipeline and managing a true sales process in your firm is essential to identifying real sales opportunities, ensuring the right people on your side shepherd each opportunity, and ultimately closing more business. Attend this web seminar where you will…

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July 2013

ConvergenceCoaching Web Seminar

July 23, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Jennifer Wilson and Tamera Loerzel will be teaching Best Practices in On-Campus Recruiting Developing a high-performance team requires a steady flow of new, bright recruits. To attract them, you have to continually evolve and refine your firm’s on-campus recruiting strategies. Attend this panel session to hear the real-life, on-campus recruiting strategies of CPA firm HR professionals and explore: How they choose which campuses to target Methods they use to lead, manage and staff their on-campus recruiting effort What positioning strategies…

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August 2013

ConvergenceCoaching Web Seminar

August 13, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be teaching Virtual Work Teams Win The Race! Impending succession is causing a labor shortage. Firms with engaging environments will win in the recruiting-and-retention race. Attend this session to explore how firms are making the shift to support virtual work environments. We’ll discuss various elements of virtual work including: Gaining buy-in to pilot virtual work teams Managing expectations -- yours, theirs and the clients' Communicating and holding team members accountable Technology implications If your firm is challenged…

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September 2013

ConvergenceCoaching Web Seminar

September 24, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be teaching Talking Straight to Drive Change Our roles as leaders and managers are filled with opportunities to manage, or avoid, conflict and talking straight. However, well-managed conflict can promote change and create opportunities in your firm. Attend this course to gain confidence in managing conflict and: Identify your current conflict management style Understand the underlying causes of conflict situations Learn an eight-step strategy for handling conflict situations more strategically and with more success Leave this session…

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October 2013

ConvergenceCoaching Web Seminar

October 29, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be teaching It's All About Your People (Again)! As we begin to experience an economic lift and organizations focus on growth, it’s time again to look at your vital people programs. Public accounting professionals have plenty of other options and the confidence to pursue them. What can you do to ensure your best and brightest are engaged? Re-recruit them! In this session, we’ll explore strategies to engage your existing team members by: Ensuring your firm has a…

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December 2013

ConvergenceCoaching Web Seminar

December 18, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Jennifer Wilson will be facilitating Moving to an Anytime, Anywhere Workplace: A Panel Discussion This panel session will discuss the insights of fellow CPAs who are pioneering virtual work teams, flexible work programs and virtual client service. In this session, we’ll discuss the approaches that work and lessons learned when: Managing a more virtual audit model Employing virtual team members Serving clients remotely Supporting team members in working non-traditional schedules Attend this session to see how your firm can make…

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February 2014

Web Seminar: Panel Discussion: Developing Your Future Leaders

February 4, 2014 @ 11:00 am - 12:30 pm EDT
Virtual United States
$39.00

Join us for a panel discussion on the topic of Developing Your Future Leaders. Developing your up-and-comers is key to ensuring the future of your firm. Many firms can identify their stand-out team members, but they don’t make the effort to enhance the strengths and weaknesses of these future leaders so that they can lead others and lead practice areas. In this session, join us and a panel of guest practitioners as we discuss: How leadership development is being managed…

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April 2014

Web Seminar: Benchmarking Your Firm

April 24, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be facilitating How Does Your Firm Stack Up: Benchmarking Your Firm While you don't run your practice based exclusively on statistics, benchmarking data does provide some interesting insights that can help you and your firm's leaders identify trends and explore new opportunities. Attend this web seminar to explore important 2013 insights from the leaders in CPA firm benchmarking surveys, including INSIDE Public Accounting's National Benchmarking Report, The Rosenberg Survey, and AICPA's PCPS/TSCPA National MAP Survey. In this…

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May 2014

Web Seminar: Seven Rainmaking Realms to Drive Growth This Summer

May 13, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Jennifer Wilson will be facilitating Seven Rainmaking Realms to Drive Growth This Summer: As you emerge from the spring busy season, now is the ideal time to establish your summertime rainmaking goals. Attend this session to discuss seven rainmaking realms to consider as you identify your personal marketing plans for the balance of this year. During the session, we’ll explore a personal marketing activity progression that we’ve found works best with new and experienced marketers alike. Attend so that you…

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June 2014

Web Seminar: The Twelve Questions Rising Stars Ask About the Path to Partner

June 3, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be facilitating 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 you losing your best and brightest stars. Attend this session to learn how to provide direction and develop your most…

Find out more »

July 2014

CPAacademy Webinar: The Twelve Questions You Should Ask Your Rising Stars

July 2, 2014 @ 12:00 pm - 1:30 pm EDT
Virtual United States

Jennifer Wilson will be facilitating The Twelve Questions You Should Ask Your Rising Stars: With the impending change in our leadership teams over the next decade, it’s imperative that identify your future partners and understand their hopes, dreams, and expectations. Doing so will give your leadership team the opportunity to learn about your firm’s rising stars and make decisions and plans to engage them as the future leaders for your firm. In this session, we’ll explore: The 12 questions you…

Find out more »

CPA Leadership Institute Webinar: Setting Partner Expectations to Drive Performance

July 9, 2014 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Jack Lee will be facilitating the following session: Setting Partner Expectations to Drive Performance

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Web Seminar: The Twelve Questions You Should Ask Your Rising Stars

July 22, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be facilitating 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 rising stars to really know them Areas where you can further develop your rising stars’ skills, appeal to their interests,…

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CPA Leadership Institute Webinar: Driving Partner Performance with Accountability and Feedback

July 23, 2014 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Jack Lee will be facilitating the following session: Driving Partner Performance with Accountability and Feedback

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August 2014

Web Seminar: Promoting Employee Wellness in Your Firm

August 12, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

We will be facilitating 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 demand for changes in workplace wellness – including reasons why both your employees and your firm will benefit when you collaborate…

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Web Seminar: Managing Tax Workflow

August 28, 2014 @ 3:30 pm - 4:45 pm EDT
Virtual United States
$39.00

Join Dustin Hostetler of Flowtivity for a web seminar on Managing Tax Workflow through Lean Techniques: Are you frustrated with never-ending bottlenecks, poor leverage and the constant need to micro-manage your firm’s tax workflow? Good news - you’re not alone and there is a better way. Participants in this webinar will learn five Lean Six Sigma techniques that are currently being applied in Tax workflow processes across the country to better manage the flow of tax work and create better…

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September 2014

Web Seminar: Using LinkedIn to Develop Business

September 23, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Most of us have a profile on LinkedIn, the popular professional social networking platform. But we may not be using the platform to maximize our business development efforts and produce real results. In this session, we’ll explore a few “cost free” strategies to put LinkedIn to work for you, including: Mining the connections of others to identify potential referrals and develop new business Managing your “brand” by posting status updates, sharing events, posting job openings, and participating in group discussions…

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CPAacademy Webinar: Close More Business With a Consistent Sales Pipeline Process

September 23, 2014 @ 3:00 pm - 4:30 pm EDT
Virtual United States

Tamera Loerzel will be facilitating Close More Business With a Consistent Sales Pipeline Process: You may know that having a sales pipeline is a best practice to manage and close new engagements for your firm. You may even have a sales pipeline in place. Implementing a sales pipeline and managing a true sales process in your firm is essential to identifying real sales opportunities, ensuring the right people on your side shepherd each opportunity, and ultimately closing more business. After…

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October 2014

Web Seminar: Advanced Recruiting Ideas To Drive Practice Growth

October 21, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

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 and enable you to source both on-campus and experienced hires more effectively. In this discussion, we’ll explore: Positioning your firm as unique, special and different Using social media to identify experienced hire…

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November 2014

CPA Leadership Institute Webinar: CPA Firm Success Metrics: Understanding Practice Economics

November 6, 2014 @ 12:00 pm - 1:40 pm EDT
Virtual United States

Jack Lee will be facilitating the following session: CPA Firm Success Metrics: Understanding Practice Economics

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December 2014

ConvergenceCoaching Webinar: Women Who Win: Strategies for Ensuring Career Success

December 18, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel and Brianna Marth will be facilitating Women Who Win: Strategies for Ensuring Career Success: The corporate world has made huge strides in the representation of both genders, however, leadership still lags. While just under half of new CPAs are women, not quite a fifth of women in the public accounting profession hold partnership positions. It can be challenging to pinpoint a definitive answer to why more women haven’t climbed the ladder. That’s why it’s important to consider a…

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January 2015

ConvergenceCoaching Webinar: Busy Season Survival Strategies

January 13, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel and Brianna Marth will be facilitating 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, communication, and personal and organizational stress management strategies Tactics for managing expectations with family members and personal…

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February 2015

ConvergenceCoaching Webinar: Build a Future-Ready Firm with Anytime, Anywhere Work (ATAWW)

February 19, 2015 @ 11:00 am - 12:30 pm EDT
Virtual United States
$39.00

Join us for a virtual panel session entitled, Build a Future-Ready Firm with Anytime, Anywhere Work (ATAWW): The ability to work from anywhere and at any time is becoming a key characteristic of forward-thinking firms and is demanded by the next generation talent that most firms want to recruit and retain. Flexible work programs, moving away from dictating where work takes place and integrating anytime, anywhere workers with traditional workers has created a “Wild, Wild West” for HR professionals and…

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April 2015

ConvergenceCoaching Webinar: Driving Change Through Strategic Firm-Wide Communication

April 28, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Jennifer Wilson will facilitate 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 session, prepare to drive your firm’s change initiatives by: Learning the elements of a strategic communications plan Identifying the stakeholders and…

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May 2015

ConvergenceCoaching Web Seminar: Personal Marketing Strategies for Summer

May 14, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Jennifer Wilson and Brianna Marth on May 14, 2015 at 11am ET for a web seminar on Personal Marketing Strategies for Summer: Your personal “brand” is the way that you package and present your knowledge, skills and abilities and is very important in developing trust with clients as their advisor. The upcoming summer months are a perfect time to enhance your brand through your own personal marketing activities. In this session, we’ll explore several brand-building ideas, including: The power…

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June 2015

ConvergenceCoaching Webinar: Practical How To Strategies for Anytime, Anywhere Work Programs

June 4, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Talent-rich firms will move away from the time and place paradigm and embrace virtual and flexible work programs. In this session, you’ll learn how to make the business case to your partners, as well as gain valuable insight into how-to strategies for developing a culture that truly embraces the flexible spirit and results orientation of anytime, anywhere work (ATAWW). Join us at 11:00am ET on June 4th where we'll we discuss: The philosophical changes required to create a truly flexible…

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July 2015

CPA Leadership Institute Webinar: Setting Partner Expectations to Drive Performance

July 9, 2015 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Join Jack Lee for a session entitled, "Setting Partner Expectations to Drive Performance." Session Description: This program will develop understanding of the importance of “ownership” in driving firm initiatives forward, gaining insight on the “link” between written partner role descriptions and execution of your firm's strategy, getting better and more effective at partner goal setting, and a “return and report” process to support achievement of agreed upon goals and strategies.

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Web Seminar: Common Generational Complaints – Part 1, For Firm Leaders

July 20, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join us for part one of a two-part webinar series where we explore common generational complaints and strategies to reframe those complaints that will enhance collaboration, identify areas of opportunity and reach a higher level of success. In, "Firm Leaders: Reframe Common Generational Complaints to Breed Success," we'll explore the topic from the leadership perspective. Session Description: 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…

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CPA Leadership Institute Webinar: Driving Partner Performance with Accountability and Feedback

July 21, 2015 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Join Jack Lee for a session entitled, "Driving Partner Performance with Accountability and Feedback ." Session Description: Strategies for discussing difficult performance issues: How to “talk straight” when performance expectations aren't being met, ways to get to the “root cause” of performance or behavior issues, and methods and language to enable you to inspire others to improve.

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August 2015

Web Seminar: Common Generational Complaints – Part 2, For Up-and-Coming CPAs

August 11, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join us for part two of a two-part webinar series where we explore common generational complaints and strategies to reframe those complaints that will enhance collaboration, identify areas of opportunity and reach a higher level of success. In, "Up-and-Coming CPAs: Reframe Common Generational Complaints to Breed Success," we'll explore common challenges or complaints from the up-and-coming generation's perspective. Session Description: At times it may seem like there’s a generational crevasse when it comes to working and practice management styles. Growing…

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September 2015

Sageworks ProfitCents Webinar: Effectively Transition Clients

September 2, 2015 @ 2:00 pm - 3:15 pm EDT
Virtual United States

Join Renee Moelders and Brianna Marth on Wednesday, September 2 at 2:00 PM ET for a web seminar on Effectively Transition Clients: CPA firms across the country are preparing for the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is effective client transition. Attend this session to discuss answers to the four most common client transition questions retirees – and other firm leaders - ask:…

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Web Seminar: Developing a Culture of Ownership and Accountability

September 22, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Renee Moelders on Tuesday, September 22 at 11:00 AM ET for a web seminar on Developing a Culture of Ownership and Accountability: In this course we will explore the foundational leadership attributes that, when applied, will transform your practice. Learn how accountability, integrity, and ownership applied together can dramatically increase the functionality, effectiveness, and motivation of your team. Complete this course to: Explore the two foundations of accountability – integrity and ownership Gain a method for taking ownership of…

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October 2015

Web Seminar: Managing Difficult Conversations Successfully

October 1, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Renee Moelders on Thursday, October 1 at 11:00 AM ET for a web seminar on Managing Difficult Conversations Successfully: Our roles as leaders and managers are filled with opportunities to manage, or avoid, conflict. However, well-managed conflict can promote change and create opportunities in your firm. Attend this course to gain confidence in managing conflict in your life and learn how to: Identify your current conflict management style Understand the underlying causes of conflict situations Learn a strategy for…

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Web Seminar: Effectively Transitioning Clients

October 22, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Renee Moelders and Brianna Marth on Thursday, October 22 at 11:00 AM ET for a web seminar on Effectively Transitioning Clients: CPA firms across the country are preparing for the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is effective client transition. Attend this session to discuss answers to the four most common client transition questions retirees – and other firm leaders - ask:…

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November 2015

Web Seminar: Master the Art of Time Management

November 4, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Renee Moelders on Wednesday, November 4 at 11:00 AM ET for a web seminar on Master the Art of Time Management: You can’t change the number of hours in a day, but you can find ways to use your time more efficiently. In this session, we will discuss methods for achieving peak performance. Armed with a strategy for tackling the things on your to-do list, you will be less overwhelmed, more focused, and more productive. Attend this session to:…

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January 2016

Web Seminar: A Healthier, Happier You During Busy Season

January 12, 2016 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Renee Moelders and Brianna Marth on January 12 from 11am - 12:15pm ET for a session on achieving A Healthier, Happier You During Busy Season: Compressed work periods require extra effort to take care of yourself and keep up with your personal commitments and responsibilities. This coming busy season, take a proactive approach to achieving better harmony between work and life by joining us in this webinar where we’ll explore: Ways to collaborate and manage expectations at home and…

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Web Seminar: Navigating Challenging Client Relationships

January 28, 2016 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Tamera Loerzel and Renee Moelders on January 28 from 11am - 12:15pm ET for a session on Navigating Challenging Client Relationships: We know that you appreciate your clients – the relationships, the opportunity to make a difference and the continued business you gain from them. We also know that not all clients are created equal and that some are more challenging to communicate and interact with than others. Take steps to better manage these more difficult client relationships so…

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February 2016

Web Seminar: Unlimited PTO: How Firms Are Managing This Emerging Benefit

February 25, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$39.00

Join Renee Moelders and Brianna Marth on Thursday, February 25 from 11am-12:15pm ET for a session on Unlimited PTO: How Firms Are Managing This Emerging Benefit. Several large organizations have recently announced their adoption of an “Unlimited PTO” vacation policy. You’re likely wondering how this type of policy works, what its merits are, and if (and how) it can be piloted in your firm. Attend this session to hear from selected firms who have implemented this policy and their experiences…

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April 2016

Web Seminar: Driving Employee Engagement

April 26, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$39.00

Join Renee Moelders and Brianna Marth on Tuesday, April 26 from 11am-12:15pm ET for a session on Driving Employee Engagement: 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 were we’ll explore: How to better understand employee engagement Strategies to drive engagement including: Putting people priorities first and…

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May 2016

Web Seminar: Moving Away From the Time and Place Paradigm

May 25, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$39.00

Join Jennifer Wilson and Renee Moelders on Wednesday, May 25 from 11am-12:15pm ET for a session on 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 whenever possible. Attend this session to explore steps to navigate away from “old school” notions toward a more time-and-place-independent work environment. We’ll discuss:…

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June 2016

Web Seminar: What Does it Take to Make Partner?

June 21, 2016 @ 11:00 am - 12:40 pm UTC-5
Virtual United States
$49.00

Join Tamera Loerzel on Tuesday, June 21 from 11am-12:40pm ET for a panel session on What Does it Take to Make Partner? Many professionals aspire to be named partner at their firm someday. If you are on the path to partner or desire to be, you probably have many questions, want to develop your skills, and aspire to make a bigger difference in your firm. That’s why you should join our panel of newer partners to learn about their journey…

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July 2016

Web Seminar: Why Positivity Matters to Your Leadership

July 12, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$39.00

Join Renee Moelders and Brianna Marth on Tuesday, July 12 from 11am-12:15pm ET for a session on Why Positivity Matters to Your Leadership: Positive and negative thinking are both contagious. Powerful leaders understand that focus, belief, and positive communication are all required to instill confidence and allow teams to produce incredible results. Attend this session to harness your own power of positive thinking and learn: How your inner dialogue can be trained to empower and inspire you – even though…

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Web Seminar: Technology to Differentiate Your Firm and Create a Competitive Advantage

July 18, 2016 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join our guest facilitator Jim Bourke in this CPE Session as we discuss a number of hottest technology trends and issues in the profession. To keep competitive, today’s CPA professionals need to be in a position to react instantaneously to client needs and concerns. Technology plays a huge role in meeting client expectations on a timely and competitive basis. Today, it’s all about Cloud / Social / Mobile! If you’re not aware of the changes taking place in this space,…

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August 2016

Web Seminar: The Road to Retention – Strategies from a Future Leaders’ Survey

August 22, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$49.00

ConvergenceCoaching and INSIDE Public Accounting recently partnered to conduct a survey designed to learn the motivators, values, aspirations and changes to the profession most desired by young professionals. The survey findings identify key retention and engagement strategies for this important group. Join us as we explore the high-level themes from the survey results, garnered from over 700 respondents under 40 years old, including: Issues and trends affecting staffing and retention Factors that determine staying in public accounting Views on the…

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September 2016

Web Seminar: First-Hand Look – Findings from Our 2016 Anytime, Anywhere Work Survey

September 28, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$49.00

It is no secret that ConvergenceCoaching is a huge proponent of anytime, anywhere work (ATAWW) programs. For the third straight year, we have worked with firms of all sizes throughout the country to gather information on the adoption of flexible work programs. Attend this session to learn how firms are implementing flex strategies and what this means in the recruiting and retention of your people.  We will discuss the high-level findings from the survey and areas your firm can look…

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October 2016

Web Seminar: Advanced Experienced Hire Recruiting Ideas To Drive Practice Growth

October 27, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$49.00

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 and enable you to source experienced hires more effectively. In this discussion, we’ll explore: Positioning your firm as unique, special and different Using social media to identify experienced hire potentials Developing a…

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November 2016

Web Seminar: Want to Keep Your Next Gen? 9 Must DO Firm Changes to Make ASAP!

November 8, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$49.00

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 the future.  Join us as we explore the most important changes needed to remain competitive, including: How to illicit feedback from young professionals and build the firm they want to lead Enhancing flexibility and elevating technology to support flex…

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December 2016

Web Seminar: Managing Difficult Conversations Successfully

December 13, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States + Google Map
$49.00

Managing Difficult Conversations Successfully Our roles as leaders and managers are filled with opportunities to manage, or avoid, conflict. However, well-managed conflict can promote change and create opportunities in your firm. Attend this course to gain confidence in managing conflict in your life and learn how to: Identify your current conflict management style Understand the underlying causes of conflict situations Learn a strategy for handling conflict situations more strategically and with more success Leave this session with the tools you…

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February 2017

Web Seminar: Truly Engaging Your People

February 28, 2017 @ 11:00 am - 12:15 pm UTC-5
Virtual United States + Google Map
$49.00

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 75-minute web seminar where we'll explore: Better understanding employee engagement Strategies that drive engagement including: Putting people priorities first and actively managing your people Giving the work meaning Garnering input and feedback and acting on it (Really) Addressing low performance…

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April 2017

Web Seminar: Partner Transition Panel – Letting Go and Stepping Up with Grace

April 25, 2017 @ 11:00 am - 12:30 pm EDT
Virtual United States
$49.00

It’s not easy to walk away from a career that you have known and identified with for so long. And, it’s not easy to step into someone else’s shoes or to help those retiring do so with grace. Succession planning is one area that many leaders and firms don’t do well.  Attend this session and hear from two panelists who have been on each side of the transition journey about their perspectives on the following: What worked really well in…

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May 2017

Web Seminar: Delivering and Receiving Transformative Feedback

May 23, 2017 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$49.00

Why do we avoid addressing performance improvements with team members and peers? And why is it so hard to consistently accept feedback with grace? Together we’ll explore the reasons that keep us from addressing needed feedback and gain the confidence and commitment needed to deliver feedback that transforms individual and team performance. In this session, we’ll: Learn ways to be truly receptive to feedback and offer a “two-way street” so that feedback is taken in the spirit intended Ensure that…

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June 2017

Web Seminar: Providing Tricky Feedback Effectively

June 27, 2017 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$49.00

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 web seminar, we’ll: Discuss best practices for delivering upstream and side-stream feedback Explore tips and techniques for delivering awkward or challenging feedback Identify the signs that feedback you’re considering first requires discussion with a superior or HR before delivering…

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July 2017

Web Seminar: Clarifying Performance Expectations

July 25, 2017 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$49.00

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 be better if we were.  Attend this web seminar where we will: Understand how fuzzy expectations drive disappointment Review the five elements needed to establish clear expectations Identify…

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August 2017

Web Seminar: Delivering Meaningful Midstream Feedback

August 22, 2017 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$49.00

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 web seminar, we’ll explore ideas for delivering feedback throughout the year, inside and outside of the engagement cycle to make sure our people feel valued, invested in and respected. The session will cover: Benefits…

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October 2017

Web Seminar: Being a Leader Regardless of Your Role

October 31, 2017 @ 11:00 am - 12:30 pm EDT
Virtual United States
$49.00

No matter what position you hold in your firm, your ability to lead will determine the extent of your success. Leadership skills enable you to guide clients effectively, get team members and firm leadership to buy in to your ideas, and develop the respect and reputation you need to progress in your career. Attend this webinar to explore leadership fundamentals including: Identifying key leadership attributes and activities Evaluating who you are as a leader Exploring ways to be a 100%…

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November 2017

Web Seminar: Developing a Culture of Ownership and Accountability

November 16, 2017 @ 11:00 am - 12:30 pm EST
Virtual United States
$49

In this webinar, we will explore the foundational leadership attributes that, when applied, will enhance your success. Learn how accountability, integrity, and ownership applied together can dramatically increase the functionality, effectiveness, and motivation of your team. Attend this webinar to: Explore the two foundations of accountability – integrity and ownership Gain a method for taking ownership of your clients, projects, and initiatives Learn the fundamentals of delegation and meeting facilitation so you’re assigning ownership to others Discuss different strategies that…

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December 2017

Web Seminar: Developing Your Growth Roadmap – Learning Project Planning Methodologies

December 5, 2017 @ 11:00 am - 12:30 pm EST
Virtual United States
$49

Most firms have tried many planning methods only to discover as the calendar rolls around, the great ideas they generated haven’t been implemented. At ConvergenceCoaching, LLC, we have developed a consistent and ongoing planning methodology for identifying and then implementing the priority actions that will make the most positive impact to progress and produce results for your plan. In this session, we’ll explore this planning methodology and provide you the tools to: Distinguish the elements and core constructs of a…

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January 2018

Web Seminar: Driving Change Through Strategic Firm-Wide Communication

January 9, 2018 @ 11:00 am - 12:30 pm EST
Virtual United States
$49

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 session, learn strategies to more effectively drive your firm’s change initiatives by: Understanding the normal change adoption process and realizing who you need to be in the face of change influences…

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February 2018

Web Seminar: Leaders Enter into Difficult Conversations Powerfully

February 6, 2018 @ 11:00 am - 12:30 pm EST
Virtual United States
$49

Our roles as leaders and managers are filled with opportunities to manage, or avoid, conflict. However, well-managed conflict can promote change and create opportunities in your firm. Attend this course to gain confidence in managing conflict in your life and learn how to: Identify your current conflict management style Understand the underlying causes of conflict situations Recognize the damaging nature of triangulation and methods to communicate more openly with one another Learn a strategy for handling conflict situations more strategically…

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July 2018

Web Seminar: Becoming a Powerful and Effective Delegator

July 18, 2018 @ 11:00 am - 12:15 pm EDT
Virtual United States
$49.00

Delegation is a leadership must-have as no organization can grow, or survive succession, without encouraging its leaders to delegate. Unfortunately, real delegation is often desired and seldom practiced. At some point or another, we’re all guilty of one or more of the seven “sins” of delegation. In this session, we’ll explore ways to become better delegators to encourage the highest and best use for all team members, including: Delegating with clarity by ensuring ownership and expectations are established Ways to…

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August 2018

Web Seminar: Driving Employee Engagement

August 14, 2018 @ 11:00 am - 12:15 pm EDT
Virtual United States
$49.00

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 session, we’ll explore four strategies to drive employee engagement including: Putting people priorities first and actively managing your people Giving all work meaning Ensuring our people have a sense of belonging Strategies for truly empowering your people (Really) Addressing low performance and bad…

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September 2018

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

September 27, 2018 @ 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

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

October 24, 2018 @ 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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November 2018

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

November 1, 2018 @ 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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Partner Performance: Setting Partner Expectations and Reporting to Drive Performance and Accountability

November 15, 2018 @ 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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December 2018

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

December 4, 2018 @ 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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January 2019

Preparing For a Healthier, Happier Spring Busy Season

January 22 @ 11:00 am - 12:15 pm EST
Virtual United States
$49.00

Join us on Tuesday, January 22 from 11am - 12:15pm ET for our web seminar: Preparing For a Healthier, Happier Spring Busy Season Compressed work periods require extra effort to take care of yourself AND keep up with work and personal commitments. This places stress on you and your team, which can lead to decreased enthusiasm and energy and less than effective ways of communicating and collaborating. This coming busy season, take a proactive approach to promoting health and happiness…

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February 2019

Webinar: Spread a Little Love – You’re NEVER Too Busy to Give Feedback

February 14 @ 11:00 am - 12:30 pm EST
Virtual United States
$49.00

Join us on Valentine's Day from 11am - 12:30pm ET for our web seminar: Spread a Little Love – You’re NEVER Too Busy to Give Feedback You’re in the middle of busy season, with multiple engagements in play and the team running in fifteen different directions. Are you investing your precious gift of time by providing appreciation, coaching and performance feedback to the people working on your jobs, in your groups or assigned to you? If not, you’re missing an…

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May 2019

Webinar: Managing in an Increasingly Virtual World

May 9 @ 11:00 am - 12:15 pm EDT
Virtual United States
$49

Today’s competition for talent is driving organizations to allow more employees to work from a place of their choosing, especially with technology currently in place in most firms that makes virtual work simple and seamless. Employees gain more control over where they perform work and firms benefit, too, by engaging and retaining employees and acquiring the ability to recruit outside of their geographic area. Attend this session to prepare your firm to successfully manage virtual employees and in the process,…

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June 2019

Webinar: Transitioning Responsibility

June 11 @ 11:00 am - 12:15 pm EDT
Virtual United States
$49

Organizations across the country are preparing for (or are already facilitating) the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is the effective transition of responsibility. Transition affects far more than the retiree – because their transition creates a ripple effect that causes all others in the organization to shed responsibility too. Transition will be an ongoing process for you as you develop as a…

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July 2019

Webinar: Are Your Leaders Causing Talent to Leave?

July 11 @ 11:00 am - 12:15 pm EDT
Virtual United States
$49

According to Gallup’s CEO and Chairman, Jim Clifton, “The single biggest decision you make in your job—bigger than all of the rest—is who you name manager.” Gallup cites a person’s manager as one of the top reasons given for a lack of employee engagement. Old norms and methods of managing team members don’t work anymore— and with today’s labor shortage, it’s imperative that all leaders in your firm learn new strategies to lead and manage their teams. In this session,…

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