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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.
Growing a firm means you have to be diligent to balance the intake of revenue with the availability of your team's labor (I.e. capacity management). These are intimately related and must be considered together. It's imperative that you know when to hire, when not to hire, when to take on new revenue, and when to turn revenue away (or slow it down). This session will speak to the definitions of capacity management and how you can be proactive in navigating our labor market in these tough times.
This session will engage the participant in understanding languages of appreciation and how to leverage them to create a sustainable culture of belonging and relevance. Take part in dynamic conversations and gain tools and techniques to engage and retain BIPOC teammates.
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.
When we develop the following six habits we will form an interlocking pyramid of integrated habits. In some hands on focus exercises and role playing we will focus on caring skills, process-oriented habits, and trust and roles. How does strengthening emotional capacity, expanding self-awareness, practicing empathy and respectfulness, establishing team norms, thinking laterally and entrusting members with appropriate roles create a strong pyramid to create an effective teams. Come find out how you can lead or follow to make your team even more effective.
In this session we outline the foundational pieces that need to be in put place to turn your current culture into a competitive advantage for your organization.