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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.
The CPA profession remains overwhelmingly white and male, particularly when you look at our leadership ranks. By now, most of us understand the importance of embracing diversity in the workplace. Not only are there countless business benefits (e.g., increased creativity, enhanced perspective, improved performance, global impact and more), it's simply the right thing to do. Yet, we continue to struggle in making meaningful change when it comes to diversity, equity and inclusion.
Objectives:
- What does it mean to be an inclusive leader?
- How can we support others who are different from us?
- How can we create an environment of true belonging?
The topic of allyship is more interesting and valuable to everyone today, but what are the rules of engagement and how do you define success? Most leaders understand that people connections are essential, but what are the elements of allyship and being an ally that are critical to greater performance leadership and outcomes? By the end of this session, you will not only be able to define allyship better, but you will know how to assess your effectiveness as an ally and the benefits of getting it right – to you, your teams and your organization. Join former AICPA Chairman who is immediate-past Chair of the NCDI, Rich Caturano and RSM National CDI Leader, Tracey Walker, for this engaging and interactive discussion on allyship.
Objectives:
- Interpret the definition of allyship
- Assess your effectiveness as an ally
- Identify and recognize the benefits of getting it right – to you, your teams and your organization
Corporations are leading the way in creating policies and programs that ensure equality for LGBTQ+ people. But research shows that roughly half of LGBTQ+ adults still remain closeted at work. The problem is often in workplace culture, and the solution lies in supportive allies becoming more visible and engaged. In this session, participants will find out why this issue is relevant at work, whether LGBTQ+ or not. They’ll learn the ways to reframe who allies are, the power they have to create change. We’ll also provide space to honestly discuss the barriers that allies face in expressing support in the workplace. Finally, participants will get new strategies and tools needed to help allies break through the barriers and be part of creating real inclusion.
Objectives:
- Review the LGBTQ+ basics including a brief history of PFLAG, the creation of the Straight for Equality program and terminology
- Characterize who allies are, understand their journey to becoming visible and vocal, and set basic expectations for ally behavior in the workplace
- Make the business and marketplace case for why LGBTQ+ inclusion is a relevant issue for all companies by examining current research illustrating the progress – and challenges – that people who are LGBTQ+ experience
- Identify and discuss the individual barriers that allies face that may create roadblocks to demonstrating their support – and being visible and vocal allies – for their colleagues who identify as LGBTQ+
- Discuss concrete, straightforward ideas about how to overcome barriers, express support, and change the places that we work