This includes sessions from the conference: EDGE Career Development (as part of ENGAGE 2020)
When you are young and out of school, you spend your entire career soaking up as much knowledge as you can. Eventually, your technical skills lead you to take on more of an advisory role. Whether you are advising internal or external clients, young or old co-workers, or the general public, the best advisers have a "teacher's heart". When one has a good understanding of the issues, it is easier to teach those issues to their clients. When clients understand, they are more likely to follow the advice given. In an age where technology is rapidly taking over the "do" function, and despite lots of "information" available online, clients still appreciate hearing person to person advice on their financial issues. Come learn how to be that adviser.Speaker(s):
Just like competitive salaries, flexible work options are table stakes for top talent. But how do you lead people in an environment where pants are optional? And what does it look like to manage someone who is more of a vendor than an employee? Using lessons learned, this session will explore the tools and mindset needed to effectively lead a remote and gig economy team.Speaker(s):
As accountants, we like to be known as the Chief Problem Solver (CPS). But when it comes to developing our teams, we must stop being the CPS and instead empower our people to become more resourceful on their own. We will explore how you can empower and influence your team using some professional coaching techniques, instead of finding fault or prescribing solutions.Speaker(s):
The work of an accountant often lives in the space of concrete reality. Measurable facts, reasonableness, and expertise all feel safer and more valuable than exploring the unknown. Yet the unknown is the space of pure potential; it is where all possibilities exist. When we allow ourselves to not know, we can become curious. And in this magical space, we can discover greater value to deliver, new possibilities for overcoming the complex challenges we face, and have a moment to slow down and (re)connect to purpose.
Time is the only asset we have that is not renewable. It is valuable and at the end of the day, we spent our time on what was most important. We must be intentional in how we use our time, or we will lose it. Many of us are overwhelmed with the magnitude of what we need to accomplish every day. This workshop-style presentation will walk you through how you are currently using your time, evaluating that against what your ideal work day/week looks like, and then implementing strategies to create the change you desire. The attendee will walk away with real action items to address their overwhelm.Speaker(s):
Artificial Intelligence (AI) and machine-learning promise to transform and revolutionize the way virtually every organization does business. But what does a successful adoption and roll-out plan look like? What are the essential steps to successfully deploy AI and where are the best opportunities for rapid ROI? This session explores AI from a practical point-of-view and provides detailed examples of where and how AI can be deployed and leveraged across key business processes.
The ability to say no is important inside and outside of the work environment. You should be realistic as to what you can and cannot do. Not prioritizing your time can lead to burnout, stress, depression, and resentment towards others. This interactive session will help you learn how to say no or offer alternatives, which will benefit you both personally and professionally.Speaker(s):
What is Innovation in a CPA Firm? Is it the next big thing or can it be more realistic and manageable? We think the answer is Yes! This session will explore innovation and how it can be implemented in CPA firms. Drawing on the latest research we offer a practical framework of ‘everyday innovation', ‘differentiating innovation', and ‘transformational innovation'. You will learn how to think about innovation as a portfolio of opportunities and techniques to identify the most lucrative ideas based on hard trends where you know the future is going. Participants will leave with an action plan to take back!
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.Speaker(s):
Transitioning into a leadership role comes with challenges. We will address how to approach leadership from a human-centric mindset, how to get the results you intend, and how to do it without coming off as a jerk. Human kindness in leadership takes courage, confidence, and empathy. This session will provide a deeper understanding of how your actions as a leader are interpreted differently than they used to be, and how to use this to your advantage while also taking care of the people that matter the most - your team.Speaker(s):