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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.
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.
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.
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.
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.