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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.
Learn how dynamic father and son team Bob and Davin Carey used succession planning to add wealth management services to their multi-generational CPA tax practice that skyrocketed their business.
Objectives:
- Business Succession Planning – Develop a strategy to grow your practice and plan for the future.
- Wealth Management with a Tax Focus – Leverage your tax expertise to offer holistic wealth management
Happiness, Resiliency, Leadership, and Performance - what do all of these have in common? Research shows people with high usage of EQ skills are happier, more resilient when facing obstacles, better leaders, and stronger performers. Furthermore, EQ is the largest predictor of job success no matter your field! Discover more about EQ, learn tips to increase your usage of some EQ skills to improve your happiness, resiliency, leadership skills, and overall performance in your personal and professional life, and apply what is learned to build a personal leadership action plan.
Objectives:
- Discover what EQ is and is not
- Recognize the importance of EQ as an Accounting/Finance professional
- Analyze the EQ-i 2.0 Model
- Review examples of everyday EQ at work
- Identify tips on how to increase your usage of some EQ skills to improve your happiness, resiliency, leadership skills, and overall performance in your personal and professional life
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.
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.