CPAFMA

In this session, you will discover how to leverage the latest trends in the Retirement Plan Industry for maximum tax advantages for both large and small business owners…

Giving back is more than a social responsibility, it's the right thing to do. Outreach boosts employee morale, leadership opportunities and the bottom line. Firms are continually challenged to create a local presence and show that they want team members who live, work and invest in the community…

In an employee’s market, firms must continually introduce new and innovative employee engagement strategies. At the top of the talent expectations list is the ability to complete work at a time and place of our choosing…

For some reason, no amount of logic or persuasion can move the people in your firm to do the things that, objectively speaking, are the right things to do. Whether it be around instituting a new process, software or employee-related practice, there is always resistance…

Talent recruitment is critical, and attracting the right talent requires a focused, proactive plan…

Join thought leaders for a collaborative discussion as they tell their story of success with creating an incredible, sustainable culture and why it works (#MRZCULTure)…

Maintaining growth and profit in a competitive landscape begins with delivering better experiences to current clients…

In today’s world, we are continually looking for the latest leadership “theories” that we can implement that will make us better leaders, help motivate others and get them to follow our lead…

Discussion of firms options in Succession Planning. Including ideas as to how to execute a plan…

Effectively getting associates engaged in what’s most important in achieving your practice’s strategic and operational goals puts dollars on the top and bottom line. Internal communications efforts continue to fail at gaining attention and making an impact…

Help firms understand the new importance of developing a Learning and Development culture…

In this era of unprecedented and fast-paced change, the accounting profession can go beyond disruption by embracing the limitless possibilities it offers to remain vital and relevant well into the future…

Whether you are new to marketing or have been at it for a while, overseeing or spearheading marketing for your firm can be a huge undertaking…

You hire smart people…

Excel is a staple of the business professional’s toolbox, yet, all too often, new features remain undiscovered and underutilized, leading to inefficiencies and errors. In this session, you will learn how to utilize key features of Excel to analyze your firm’s data…

Done RIGHT, feedback can be an essential tool that drives development, performance, and engagement. Unfortunately, many managers have not been provided with education and training on how to leverage this essential tool…

There was a time when employment law was exclusively the concern of the firm's attorney, it was pretty much considered common sense. Today, employment laws are far-reaching, and firm leaders can't afford the luxury of ignorance…

Making the right investments in learning and development programs is both highly important as well as challenging in today’s face paced and ever changing business environment…

This session will provide insight into some of the cyber risks your firms are facing. We'll share recent risks, what to watch for, and look at some of the challenges of staying ahead of the bad actors. Attend this session to gain a better understanding of the cyber risks your firm faces…

Practitioners Roundtable to facilitate discussion on Human Resources, Information Technology and Business Development

Practitioners Roundtable to facilitate discussion on Human Resources, Information Technology and Business Development

Practitioners Roundtable to facilitate discussion on Human Resources, Information Technology and Business Development

Gizmos and gadgets have become an indispensable part of our digital lives – ever transforming the way we work, play and live…

We often attend seminars and look for key points to take back to our firms for implementation. This session is solely devoted to that in the practice management arena. This is an interactive session where audience members will share innovative ideas they do at their firms with the group…