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ENG2360

The Evolution of the Firm Manager (PRAC, CPAFMA)

Date
June 8, 2023
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for AICPA & CIMA ENGAGE 2023
This includes sessions from AICPA & CIMA ENGAGE 2023:
Thumbnail for CPAFMA National Practice Management (as part of AICPA & CIMA ENGAGE 2023)
This includes sessions from the conference: CPAFMA National Practice Management (as part of AICPA & CIMA ENGAGE 2023)
Thumbnail for Practitioners Symposium (as part of AICPA & CIMA ENGAGE 2023)
This includes sessions from the conference: Practitioners Symposium (as part of AICPA & CIMA ENGAGE 2023)

Executive Assistant, Office Manager, Firm Administrator, HR Director, CAO, COO; have you ever been addressed by one or more of these titles? I certainly have and many of them on the same day. The administrative role in our firms, especially the smaller ones, can have very blurry lines on who is responsible for what. During this session, I will provide you templates differentiating these roles and titles; a template to constructing accurate job descriptions and the guidance to design your own path for advancement. I will share my story, the wins and the challenges, on my path from staff tax accountant to COO and shareholder of my firm. If you would like to get questions answered, share your own wins and challenges, this is the session for you.

Learning Objective

  • Identify guidance on job descriptions and paths to advancement for Firm Managers

Speaker

Speaker Image for Kimberly Russo
Partner, Chief Operating Officer, Swink Coplen and Company

General

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