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11:00am - 12:15pm EDT - June 9, 2022

Thursday

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.



Objectives:
  • Recall when you may be making triggering comments and how to avoid them.
  • Identify skillsets to help you listen with intention.
  • Recognize how making socio-capital deposits among colleagues can cultivate trust.
12:30pm - 01:45pm EDT - June 9, 2022

Thursday

When it comes to engaging a team, there are four words, that although simple, can have a tremendous impact. Those words are "What do you think?". These words, when said with an authentic desire to hear their answer, can break down barriers, unite a team and move your organization forward, faster. In this session, we will explore how leaders can create open cultures of feedback and collaboration to engage, develop and retain talent.



Objectives:
  • Recognize why collaboration is important to engaging team members
  • Determine the principles of collaboration and facilitation
  • Apply facilitation techniques into practice
02:15pm - 03:30pm EDT - June 9, 2022

Thursday
02:15pm - 03:30pm EDT - June 9, 2022 | Room: Ironwood 5
Track: ENGAGE Main Conference
Total Minutes: 75

Microsoft Office 365 is one of the most underutilized technology investments in CPA firms and business organizations in general. In this session, John will share his knowledge and experience of helping numerous organizations to effectively deploy Office 365 and maximize the benefits of an investment you are likely already making. You will experience how the integration of Teams, SharePoint, Power BI, Planner, OneNote and other apps in the Office 365 ecosystem can be harnessed to truly optimize your firm's ability to communicate, collaborate and share knowledge with staff and clients in a virtual work environment.



Objectives:
  • Distinguish specific opportunities to optimize the utilization of the entire Office 365 ecosystem of apps in your firm.
  • Differentiate the unique capabilities of various Office 365 apps to increase the productivity of your staff.
04:30pm - 05:45pm EDT - June 9, 2022

Thursday

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.



Objectives:
  • identify individual caring skill habits that will help build effective teams
  • Indicate process oriented habits that will help build effective teams
  • Determine trust and roles responsibilities that will help build effective teams.
06:00pm - 06:50pm EDT - June 9, 2022

Thursday

In his presentation, Allan will discuss what’s happening, best practices, opportunities, successes, and the challenges faced when considering a merger or acquisition.



Objectives:
  • Apply a better understanding of the current M&A activity and impact in the profession.
  • Distinguish what you need to consider when contemplating M&A as a strategy.