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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 answer lies in embracing the right technology and focusing our workflow on the right thing like accountants did before technology turned our industry upside down. Join us to learn about the history of our broken workflow and what can finally be done to fix it.
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
Clients expect you to deliver your services in a way that is convenient, collaborative, and safe during these challenging times. Explore how automation is transforming the tax engagement, with a focus on digital, fillable client organizers, to support remote client relationships, enable collaboration, and reduce firm frustration. From the engagement letter and client organizers to collecting e-signatures and invoicing, client touchpoints include manual, labor-intensive tasks that are frustrating and far too time consuming. Meet the SafeSend Suite and see how it helps automate your tax process.
We learned many things in the crazy we called 2020, and while it felt out of control and negative much of the time, the reality is we are coming out of that year with some tremendous lessons learned. In this session, we will take a deep dive into 5 strategies that will capitalize on the lessons learned and set us up for acceleration in the years ahead.
Objectives:
- Identify specific actions that every firm should be focused on to take advantage of as the crisis subsides.
- Demonstrate the development of a new mindset that will strengthen resolve of every leader in your firm.
Sadly, only 20% of organizations within the United States have a well-defined Human Capital Management strategy. This session is designed to provide leaders with a simple, yet comprehensive, framework to analyze how their organization is performing across the five main domains of human capital management. This session will introduce participants with various resources to create a human capital management strategy and how to put it into action. Collectively, the elements of this session will help position firm leaders to attract quality talent (which is a challenge in today's market) and how to retain them despite the various employment opportunities that exist within the market.
Objectives:
- Create a structured talent management process for your firm
- Conduct a gap analysis between your firm's current TM actions and best practices
- Identify how talent management makes your firm more money
- Discover a management framework that facilitates a deeper and more comprehensive analysis of your organization's human capital
- Identify how to audit your firm's human capital efforts against best practices
- Apply action items to enhance your firm's human capital
- Arrange your organization's current human capital practices to a framework
Emerging technologies are creating new opportunities for auditors to reimagine how they perform the audit - what they look at, when they look at it and how they look at it - to drive audit quality and inform greater insights and value to clients. How can firms successfully advance from where they are today to a truly transformative approach to the audit?
Join this session for an overview of the path to audit transformation, as we discuss key dimensions for firms proactively seeking to drive these important changes.
Objectives:
- Understand the core framework for progressing through an audit transformation
- Identify key indicators in the auditing landscape that create a need for audit transformation
Client experience is your clients’ perception of every interaction they have with your firm… whether it’s seeing an ad, the experience of inputting their financial data, meeting with their advisor, reviewing reports, and the list goes on. Leverage this seamless framework to ensure your client experience is buttoned up for the entire advisor-client journey - from prospecting to billing to everything in between.
Are you struggling with how to preserve the boundaries of your remote team? Do you worry if they are working too little or too much? While some staff feels socially isolated, others may relish in the quiet. Balancing the personalities of your remote work team is crucial. This session will cover the topics you need to respectfully manage your remote employees without sacrificing your own time, health, or productivity.
Objectives:
- Create and implement communication methods and decision trees to avoid distractions.
- Construct guardrails for work and personal life that encourage a focus on each area.
- Employ transitions to and from work that create mental space to wind up and wind down.
Most M&A deals typically go through five stages: preliminary discussions; transactional detail meetings and negotiations; an initial agreement outlined in a memo of understanding or letter of intent; due diligence; and the transaction agreement and signing of the partner/shareholder agreement. Determining and agreeing on the best criteria to achieve a successful merger is imperative to making the right decision at the right time. Developing a plan to guide the merger transaction and related checklists starting with selecting the best firm to partner and combine with and the ensuing pre- and post-merger activities, is crucial to a successful merger.
Objectives:
- Develop and implement a merger strategy
- Select the right M&A strategic goals and objectives that have the best potential of maximizing ROI and minimizing risk in the future
- Compare and agree on the best criteria and steps to achieve a successful merger
- Construct and negotiate the Letter of Intent
- Construct and negotiate the details of the merger transaction, the merger agreement, and supplementary agreements
Firm Managers play a critical role in the success of any professional services firm. This session will focus on a current state discussion of the accounting profession, and an evaluation of what activities successful Firm Managers employ to add measurable value to their respective growing CPA firms. We will hear from several successful Firm Managers that will highlight their respective successes (and failures) as they engage with fellow firm leaders and future leaders to grow their respective firms.
Objectives:
- Recognize the current state of the accounting profession from a Managing an Accounting Practice perspective, and what it takes to grow in this current economic environment
- Identify specific strategies to add greater value as a Firm Manager