Description

In this session, we will examine the benefits and rewards of becoming an owner or member of the management team. We’ll discuss how to juggle the many challenges in becoming a new leader within your organization. Highlights include:
• Finding your role in the firm
• Short term, long term
• Maintaining a work/life balance
• Working with your team — staffing, roles, responsibilities
• Compensation structure — communicating expectations
• Transitioning job responsibilities and delegation
• Perceptions (as a new leader)
• “Brand” shift from individual to firm
• Time management
• Client development and retention

Speaker(s):

• Brenda M. Clarke, CPA/ABV/CFF, CVA, Partner, Seigneur Gustafson LLP
• Stacey Udell, CPA, ABV, CFF, Director of Valuation and Litigation Services, HBK Valuation Group LLC