The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.
The pace of change continues to quicken, as demonstrated most acutely over the last few months. Accounting and finance professionals are once again leading in uncertainty, committing to growth while assuring trust, integrity and recovery. In this panel discussion, moderated by Barry Melancon, Susan S. Coffey, Erik Asgeirsson and Anoop Mehta will share how the profession is stepping forward to grow services, deepen client and business connections and enhance stakeholder confidence. They will also provide examples of how AICPA & CIMA are supporting their members while keeping the profession attractive, prosperous and exciting for the next generation of CPAs and CGMAs.
Carla Harris, author of _Expect to Win_ and _Strategize to Win_, and a gospel recording artist shares the components of positioning yourself to maximize your success as a leader in your current career environment or the environment that you want. She’ll explore the concepts of performance currency vs. relationship currency, managing through and creating change, and how to be an impactful and influential leader.
It's impossible to overstate the importance of linking a firm's strategy to the "Big Four" issues of owner compensation, succession planning, profitability and buy-outs. While the fundamental concepts of these issues are common, there is a uniqueness to how you address them based on your firm's overall core values. These core values create your unique performance-based culture which, in turn, informs how you lead in these important areas. This session will provide you with tools and strategies to both understand the connectivity of these issues while empowering you with the information to lead.
One of the only constants in business is that your company must continually change and adapt to survive. Change Management is not a new concept. However, in the 21st Century, companies need to evolve beyond the age old cliché of Change Management to Change Leadership. To efficiently implement change and capture all of the benefits associated with the change you want to make, employees must want the “change” as much or more than you do. To unlock the power of change in ways that will unleash the maximum potential from your employees, we will contrast making a “change” with implementing an “improvement”, the importance of setting and communicating clear goals for the “improvement” being made, and how to achieve the most from your intended change through inspired leadership.
The speed of technology change has been accelerating. But unfortunately, we can’t keep up, and we don’t know what to do about it. This visionary session provides insights, choices, and recommendations to help you decide how rapidly to move, which technologies will affect your business, and how to separate sales pitches from innovative ideas. This session will explore emerging and evolving technologies important to accounting professionals. We will cover the benefits and risks of adopting new technologies in areas ranging from software applications to hardware devices. You’ll also learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.
The Great Resignation is a phenomenon where record numbers of people are leaving their jobs during the COVID-19 pandemic. Join this session to learn how to navigate the ripple effects of the pandemic and re-evaluate how to retain talent, particularly women who have been the most impacted.
Join Bill Pirolli as he explores best practices for increasing your Firm’s profitability….working smarter, not harder. In this fast paced, popular session, Bill will review the 7 drivers of profitability including client selection…and dismissal, billing and collection, leverage, avoiding scope creep and more. Learn how focusing your efforts in service lines can lead to greater efficiency and profitability. Bill will also review key metrics from the latest AICPA MAP survey. Bring your firm’s statistics to see how you measure up.
In this session, Angie discusses the importance of building client loyalty during these unprecedented times, making sure our best clients are being served very well and recognizing how we can help. Ultimately, this leads to retention and referrals and reduces price sensitivity. We discuss showing up as a Trusted Advisor with clients and cross-selling opportunities by understanding the client holistically as well as having a clear understanding of your firm’s service offerings and your network’s capabilities. Currently our clients have more of a need to work with us than ever before. Your best clients are your competitors’ top prospects. We look at how identifying “B” clients and turning them into “A” clients is a top priority and one of the best opportunities to grow.
In his presentation, Allan will discuss what’s happening, best practices, opportunities, successes, and the challenges faced when considering a merger or acquisition.