NextGen

Strategies for “Giving In” To Change

Change is hard.  But it’s all over us!  In our nation’s demographics, succession, mergers, technology and turnover, we’re experiencing change at a faster pace than ever before. As firm leaders, we must keep up to sustain our firms and ensure that they are attractive to NextGen clients and team members.  All too often, we see firms putting off needed changes for a variety of […]
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Webinar: Are Your Leaders Causing Talent to Leave?

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— […]
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Webinar: Transitioning Responsibility

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 […]
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PKF International 2019 North America Conference

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 […]
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Is Your Firm Leaving Potential Leadership Successors Behind?

Firms around the country are struggling to recruit and retain experienced professionals to serve their clients. Partners are nearing retirement, and many don’t have clear successors in place to ensure their firms keep running. Given the need for talent, we should leave no stone unturned in our quest to identify our next generation of leaders. […]
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AICPA Emerging Partner Training Forum

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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Maintaining Rapport and Trust In a Virtual World

“The foundation of the client relationship is in jeopardy.” “How can I build rapport with someone if I’m never face-to-face with them?” “I need to shake someone’s hand to feel related to them.” When we talk about moving toward a more remote service and staffing model and embracing Anytime, Anywhere Work™, we often hear objections […]
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CPAFMA MAPCast: Engaging NextGen Clients

Renee Moelders will be facilitating the session, “Engaging NextGen Clients” on CPA Firm Management Association’s (CPAFMA) August 28, 2018 MAPCast. To learn more, or to register for this event, visit www.cpafma.org.
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Asking for Transparency – What Does That Really Mean?

When facilitating visioning sessions with both current partners and their NextGen leaders, one element consistently emerges as crucial to their becoming a NextGen firm: transparency. Yes, it’s a request of the NextGen leaders, and it is often contrary to Baby Boomers’ and older Gen Xers’ approach of “Just put your head down, don’t ask any […]
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CPAmerica International 2018 Next Generation Conference

Jennifer Wilson will be facilitating the following session at the CPAmerica International 2018 Next Generation Conference: Strategies to Truly Engage and Retain Your People To learn more about the CPAmerica International 2018 Next Generation Conference, click here.
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Massachusetts Society of CPAs New England Practice Management Conference

Jennifer Wilson will be facilitating the following sessions at the MSCPA 2017 New England Practice Management Conference: Building a Progressive, Sustainable Firm Advanced Recruiting Ideas to Drive Practice Growth For more information on this event, or to register, click here.
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Empower Your People with Dress For Your Day (DFYD)

The look and feel of our workplaces are changing. With more firms adopting flexible work policies, many are now adopting more casual dress codes as well. This year, we’ve seen the emergence of the “dress for your day” (DFYD) policy – where employees are allowed to choose what they wear to work each day based […]
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CPA Associates International 2017 International Conference

Jennifer Wilson will be facilitating the following session at the CPAAI 2017 International Conference: Building a NextGen Firm To learn more about this event, visit www.cpaai.com.
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CPAmerica International 2017 Leading Partners Retreat

Jennifer Wilson will be facilitating the sessions at the CPAmerica International 2017 Leading Partners Retreat: Building a NextGen Firm The Changing Firm Business Model In addition, Jennifer will be participating in the panel session, “NextGen Perspective: Insights From Your Future Leaders.” Learn more about this event at www.cpamerica.org.
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CPAmerica International 2017 Firm Administrators Roundtable

Jennifer Wilson will be facilitating the following session at the CPAmerica International 2017 Firm Administrators Roundtable: Embracing NextGen Trends in CPA Firm Talent Management Learn more about this event at www.cpamerica.org
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Three Ways to Better Appeal to the NextGen Client

“As a company, you need to get to the future first, ahead of your customers, and be ready to greet them when they arrive.” – Marc Benioff, CEO of Salesforce Your client base is changing. At least it should be to sustain your firm into the future. That’s because by 2025, Millennials will make up […]
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