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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.
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.
This session will explore the pros and cons of internal vs. external succession. It will highlight the benefits, challenges, risks, and opportunities that should be considered in determining which pathway is best for your firm. The presenter will use actual case studies of firms that have had success (and failures) with both internal and external succession. The presentation will drill down on the critical areas that drive successful succession including: Required Investment Capital; Leadership Succession; Sustainable Practice Growth; Firm Profitability and Partner Compensation; and Firm Valuation and Deferred Compensation/Retirement Benefits.
Objectives:
- Distinguish the life cycles of a CPA firm.
- Identify why the pillars of succession – leadership, growth, talent, and client service need to be repopulated every decade.
- Outline how to assess the pros and cons of internal vs. external succession.
No one wants to hear that she isn't doing a good job. Thus no one wants to tell her. Telling your boss you're frustrated or aren't hitting your targets is even more difficult, and thus many of us don't. Worse, is that most feedback, positive or negative, is useless because it's vague. Get a simple formula to make even the most difficult conversation easier. Conversations will be short, specific and on point. They won't be personal. They will be actionable. You'll be able to say what you want to say, when you want to say it, in a way that the other person can hear you and take action.
Objectives:
- Recognize how to give clear and specific feedback that employees can act upon immediately.
- Review how to provide feedback to peers, direct supervisors, and others at a higher level in a way that does not elicit defensive responses.
We've learned a lot from COVID and how CPA firms have been impacted. Based on two surveys we've completed and anecdotal information, we will discuss what firms should expect for growth and what they can learn from what worked/didn't work.
Objectives:
- Identify what we have learned and are still learning from marketing during COVID.
- Recognize the changes firms should expect.
- Indicate what CPA firms should be focused on now to grow based on the current environment.
Why does generosity matter? Join Jen and Amy to learn how generosity leads to sustained happiness and health of your team and prevents burnout. When you serve in a leadership role, the most important attribute you can generate within your team is trust. And the easiest way to produce trust is to be an unselfish leader. Attend this session to explore the impact that a culture of generosity can have on your firm’s success.
When you are a giving leader, others give back. Leave this session with a clear picture of the impact generosity can have on the success of your team, your clients and your firm.
Objectives:
- Distinguish the attributes of a generous leader and culture, and identify generous and selfish behaviors at work.
- Evaluate our own behaviors and identify areas where we have selfish interest – and what we can do about them.
- Discover how to practice generosity in management – through every day meeting management, delegation, feedback, and more.
Many firms are working harder than ever, but aren't being fairly compensated for their knowledge and strategic work.
If you're charging for your time and labor, but feel like you're giving away your "expertise" for free, that could indicate your client roster is misaligned.
This session will cover exactly how you can optimize your client roster through better client management - landing and keeping the right clients while firing or reorganizing the rest.
Applying the strategies in this session will allow you to:
- Significantly increase your cash flow by matching the right service level with the right clients.
- Reveal how to simplify your workflows so you can stress less and focus your time on work that matters.
Objectives:
- Recognize exactly how to align your year-round workflow (including tax season) with less "busy-work" and more strategic planning, so you can significantly increase your revenue and cash flow.
- Identify how to create & use one simple tool that will make your value clear to existing, and potential new clients, so you can immediately stand out from the competition.
- Identify best-practice templates for how to disengage or reset your relationship with clients without alienating them or creating unnecessary friction.
- Discover a simple client categorization method that will reveal how to prioritize your time with clients that are willing to pay for it.