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The business environment is complex and evolving more rapidly than ever. In order to position ourselves for success, we must understand prevailing environmental trends, how they impact what we do as assurance providers, and the opportunities they present.
Objectives:
- Analyze the trends in the environment that are impacting assurance practice
- Determine impacts on audit quality
- Discover insights into developments that will affect practice in the near future
- Evaluate new assurance opportunities
Join Gerontologist, professional coach and life stage expert, Barbara Waxman, as she shares valuable insights that will turn everything you think about midlife on its head. During this interactive presentation you'll learn why this isn't your parents' midlife, why retirement as we know it is ready to be retired, and what specific tools and questions you can use to better serve your clients. Barbara will distill decades of research to help you develop insights into just how the aging of America and demographics of the 21st century have changed the way successful financial professionals think about their work.
Objectives:
- Identify why age alone is no longer the most important litmus test for planning.
- Recall the most important questions you need to be asking your clients.
- Recognize when being a ghostwriter becomes part of your job
- Explain how the changing nature of ambition has changed financial planning.
- Identify which soft skills are most useful and the hardest to cultivate.
A truth has emerged: growth begins with behavior. The idea that growth begins with behavior should be no stranger to leaders of professional service, including advisory firm owners. While a focus on behavior has always been present, today there is a major trend within wealth management to help investors focus on their behavior and to shed light on how their actions and attitudes affect their retirement and financial goals. And yet, focusing on behavior is often the last place firm owners think to look when analyzing their own revenue and profit growth. In this session, you will learn the behaviors that are holding back growth, how to look at them differently, and how to overcome them to grow exponentially.
Objectives:
- Identify the three most common problems holding back firm growth, including how to capture overlooked opportunities for growth.
- Discover the most common firm growth barriers and how to overcome them.
Inclusion is often described as a Human Resources initiative along with Diversity and Culture. However, it is also a strategic business imperative that can lead to firm growth, increased clients, higher team retention and innovative offerings.
Objectives:
- More about inclusion’s positive impact on team engagement, client relationships, and business partnerships
- How to re-evaluate perceptions and thoughts to more effectively lead diverse team members
- How to increase retention and remove barriers that discourage a sense of belonging
In this session, we will talk about the necessity of upgrading leadership skills and more intentional development of future leaders to meet the demands of the Next New Normal. The new normal will be a hybrid of people working from home which will require enhanced leadership.
Objectives:
- Identify what it means to set competency expectations for leaders and why we should give leaders an opportunity to fail.
- Discover the importance of promoting people with values of our firm rather than on longevity.
This session will cover the adaptation of change and establishing a new normal.
We will learn how to maintain relationships, teamwork and networking in a new virtual workspace. Learn how to implement virtualization of staff management, client management, and selling. Also, learn to tailor hiring criteria and offering dynamic incentives to retain staff and appeal to incoming talent in today's competitive market. Learn how to take responsibility as a leader to create a people-first culture with emphasis on diversity and inclusion.
Objectives:
- Review the adaptation of change.
- Identify how to establish a new normal.
In this session we will explore the impact multi-directional change has on leadership. Whether spurred by technology, competitors, an ever-increasing diverse workforce, clients, expansion of service lines, or some other source, leaders must be nimble and prepare themselves for the responsibility of being effective in volatile, uncertain, and sometimes controversial times as the pace of change accelerates.
Objectives:
- Recognize the impact that multi-directional change has had on leadership in public accounting firms.
- Indicate how to be nimble and preparations needed to be effective in controversial times as the pace of change accelerates.
- Predict when the pace of changes will affect leadership style changes.
The rapid move to social distancing caused us to quickly embrace remote work at all levels and in all work. As firms re-open their offices and begin to manage a blended environment with team members working from home, at clients and in firm offices, leaders must embrace flex and remote as a cultural non-negotiable. Attend this session to avoid four common leadership mistakes that inhibit you from successfully managing your remote talent and a blended workforce.
Attend this session to improve your ability to manage your remote and blended workforce through this pandemic and beyond!
We’ll learn methods for:
Objectives:
- Identify new cultural must-haves including trust and empowerment and shifting your mindset
- Relate to team members to engage them and provide the support they need to manage priorities and balance workload
- Operate expectations around accessibility, response time, schedules and communication preferences
- Apply technology to ensure efficiency and security
The much-debated ruling by the US Supreme Court forcing the NCAA to alter long-standing financial policies around collegiate athletics, athletes and teams speaking out on social issues, and the Tokyo Olympics taking place amid a global pandemic has made the intersection of business and sports more apparent and newsworthy than ever.
The role of the trusted, professional financial advisor is critical from the onset of an athlete’s career requiring an understanding of financial literacy, wealth management and compliance. Given the stunningly short, average length of a player’s career, preparing for the day the buzzer sounds should start well before they sign their first professional contract.
This session features lessons learned from three groundbreaking professionals - Amobi Okugo, Jeremy Bloom and Nicole Lynn - each bringing their own unique perspectives on overcoming adversities, maximizing opportunities and navigating an often treacherous business environment on and off the field.
The COVID-19 pandemic accelerated change in the profession. This panel discussion will provide insights into the trends and issues impacting the profession and how these are creating new opportunities to thrive in the future.
Objectives:
- Describe the current economic environment and important issues impacting the accounting and finance profession.
- Recognize how accountants are leading in economic recovery efforts and hear how the Association is supporting them through advocacy, resources and learning.