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May 2019

NextGen 2019 Conference

Jennifer Wilson will facilitate the following session at the NextGen 2019 Conference on May 16th, 2019 in San Diego, CA: Developing Innovative Client Solutions to Make a Bigger Difference Nothing is more important to firm growth and stability than retaining key clients. In this highly interactive session with facilitated group and table-top discussion, we will explore creative ideas to truly be proactive and consultative to expand the value you deliver to clients. In this session, we'll: Analyze the mindset shifts…

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June 2019

PKF International 2019 North America Conference

June 4
Nashville, TN United States

Jennifer Wilson will present on the following topic of at the PKF International 2019 North America Conference in Nashville, TN on June 4th. Engaging Your NextGen Clients and Team Members The U.S. is anticipating unprecedented change due to technological advances and the rise of NextGen talent in the workplace. In this session, we’ll explore strategies to proactively prepare for and drive change in the way your firm operates, serves clients, and develops and manages people to respond to these changes.…

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AICPA ENGAGE Conference

June 11 - June 13
MGM Grand Las Vegas, NV United States

Jennifer Wilson and Renee Moelders will facilitate the following sessions at the AICPA ENGAGE Conference in Las Vegas, Nevada, June 11th-13th: Great Firms Have a Vision For the Future! What’s Yours? Engaging NextGen Clients Advanced Recruiting Ideas To Drive Practice Growth Save $150 through January 31st!

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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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