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In today's rapidly evolving business landscape, maintaining the status quo is substantially falling behind. Leading firms realize this and have deployed innovation and change strategies that meet the future needs of clients. Learn key steps and strategies top-performing firms are using to identify, implement, and influence positive and profitable change within their organizations.
Objectives:
- Identify key steps and strategies you can use to influence positive change.
- Discover what top performing firms are doing around change management strategies.
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.
In this session, Angie discusses the enormous opportunity that professionals have to step into the Most Trusted Advisor role with clients and how this positioning will pay dividends for years to come. Setting yourself up as a Trusted Advisor starts internally with team members, can be expanded into your network and community, and can then be carried over into your relationship with clients. No matter what level of experience team members have, certain actions and behaviors can be learned and strengthened to improve positioning as an advisor. In this session, you will take away ideas for how to immediately improve your credibility, reliability and intimacy scores while focusing on the interest of your team members, COIs and clients.
Objectives:
- Discover the differences between a Trusted Advisor and everyone else.
- Determine where you stand on the Value Ladder with clients.
- Interpret the Trust Equation and how Credibility, Reliability and Intimacy and Self-Interest all play a role.
- Create a plan to build your brand and reputation as a Trusted Advisor with team members, COIs and clients.
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.
A continuous cycle of feedback is imperative to a healthy working relationship. However, while most have become better at the feedback process, many still hold back in the process. This session will explore ways to provide feedback that is so valuably needed, to learn how to receive and process these areas of improvement and to be a cheerleader to those along the way.
Objectives:
- Attendees will learn how best to bring their authentic selves to the feedback process in efforts to best receive and give feedback that is indicative of who they truly are as individuals.
- Attendees will learn and practice a feedback model which allows them to effectively give and receive 360 degrees of feedback.
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.