Technology

Anticipate the Market – Today’s Trends Affecting You Tomorrow

The market is dynamic and fast-moving, and it’s our job as leaders to stay abreast of the changes that will have the biggest impact on our firm, team and clients. When we anticipate the hard and soft trends ahead, we can develop strategies to lead our team to capitalize on those changes. Which trends should you plan to address in the current year and beyond? Join us to explore:

• The most important trends in three areas – Talent, Technology and Client Experience – paired with insight on how firms are anticipating and addressing them
• Strategies for prioritizing your firm’s efforts in each of the three areas to facilitate real change and prevent overwhelm
• Methods for staying current on trends going forward

Leave this session with ideas for anticipating and maximizing market trends as you plan for the future!

Building a Truly Progressive, Talent-Forward Firm

With all that’s happened in the last few years, the profession is facing unprecedented change. Firms are challenged to now integrate the dreams, goals, and desires of their talent into their core firm strategy. Leaders who drive cultural change stand the best chance of being a destination firm for high-potential talent. Attend this highly interactive, discussion-based session to explore strategies to engage, empower and develop your talent. After completion of this course, you’ll be able to:

• Identify critical cultural components that today’s talent are seeking, including a leadership culture centered on getting better, letting go, being open to change, and failing forward
• Recognize how embracing the changes facing our firms - remote and blended work, flexibility, technology, business model shifts, and new ways of learning to bring future leaders along faster - can create higher levels of engagement

Leave this session with ideas to shift your firm’s culture and identify new strategic priorities that inspire, empower, and retain your talent, providing a bright future for your firm.

Delivering Impactful Webinars for Your Clients and Prospects

Webinars and remote technologies are essential tools to stay in front of clients and prospects. Between financial management advice amidst any economy, government aid programs, and changing standards and regulations, your clients need your help. In our hybrid environment, remote learning via webinars can facilitate those conversations quickly across large groups. With today’s technology platforms and social media, delivering a webinar is not as hard as it may seem. Yet it does require a clear content strategy, a marketing plan for promoting the webinar and following up after, and quality delivery techniques, too.  Join us for this session to explore the steps to deliver informative webinars to your prospects and clients where you will:

• Identify topics that will engage and inform a virtual audience
• Develop strategies to create a target list to market the session to, as well as a methodology to determine when you’ll offer free vs paid content
• Understand how to choose the right platform to host your sessions, and taking advantage of built-in engagement techniques available to interact with your audience
• Learn methods to audience engagement and managing participant questions (or lack of them!)
• Recall steps to follow up powerfully with a call to action to increase the likelihood that others will want to work with you

Attend this session to learn how to disseminate your knowledge and expertise to clients and prospects faster and drive additional opportunities into your pipeline, too!

Differentiating with Anywhere Work and Remote Client Service

If you’re building a specialty practice or industry niche and feeling geographically constrained, or you have team members who resist the commute to clients, positioning your firm for remote client service is a must. In this session, we’ll explore market data showing what firms are doing in this area. The learning objectives for this session are to:

• List ways to develop and deepen client relationships at distance using tools currently available in almost any organization
• Identify tried and true methodologies firms and practitioners are using to expand beyond their geography
• Apply brand and thought leadership strategies in a geography-independent manner
• Recognize mindset shifts that will help you approach more of your sales process remotely

Leave this session with an expanded willingness and ability to approach both sales and client service remotely!

Market Trends and the Impact to Your Firm as You Move Through COVID-19 (90 minutes)

The pandemic is causing us all to shift how we operate and change our day-to-day operations. But how does what you’re doing in emergency mode tie to your firm’s long-term planning? It’s our job as leaders to stay abreast of the changes that will have the biggest impact on our firm, team and clients. When we anticipate the hard and soft trends ahead, we can develop strategies to lead our team to capitalize on those changes. Join us to explore:

• The most important trends in three areas – Talent, Technology and Client Experience – paired with insight on how firms are anticipating and addressing them
• Strategies for prioritizing your firm’s efforts in each of the three areas to facilitate real change and prevent overwhelm
• The role of flexibility in these current times as it relates to your long-term planning, and how to be nimble when change is warranted

Leave this session with ideas for anticipating and maximizing market trends as you plan for the short and long-term future!

Opening Up More Work Options – Including Working in the Office

This course is for HR and Operations leaders, Firm Administrators, Managing Partners, Department Heads and Executive Committee Members.

As vaccine distribution broadens, many are dreaming about getting back to the office and more in-person interactions with team members and clients. At the same time, others are dreading the loss of the flexibility they’ve had with remote work. While there are still more questions than answers, firm leaders must begin creating a vision for the future, when the fear of contracting a deadly virus is no longer a daily concern. Attend this interactive discussion of strategies whether you’re creating or updating your strategic return-to-office plan, including:

• Developing agreed-upon commitments ensuring health and safety for your stakeholders when COVID-19 is a memory, answering, “how will we protect our people going forward?”
• Planning for a return to the office – phases, deciding who has to return (if anyone) and when, and office space considerations
• Offering options to stakeholders, including your employees, clients and prospects, to support a blended work environment
• Creating technology-forward strategies so you’re prepared for the next disruptor, whether from a germ or weather

Attend this session to develop your best possible plan for transitioning back to blended work with both office-based and remote talent and clients.

Technology Must-Haves For Effective Remote and Blended Work

This course is for all team members.

A number of factors have given rise to a permanent blend of remote and in-person work in our profession and the general economy. Advances in computing, mobile devices, high-speed connectivity and the growing value of the internet, along with demographic shifts, are all making it a reality. At the heart of your firm’s remote and blended work strategy is the technology that enables it. If you strive to be a remote-ready firm, positioned to borderlessly recruit talent and serve clients, then we can't overemphasize the importance of investments in YOUR technology infrastructure. In this session, we’ll explore:

• The importance of “digital” when working remote and ways to root out paper-based protocols
• Remote tech enablers that support a blended team
• Investing in the right “anywhere work” set up for every team member – even after returning to the office
• BONUS - Opening up advisory opportunities to support your clients on this same journey!

Leave this session armed with practical strategies for progressing your firm’s remote technology infrastructure.

What Got You HERE Won’t Get You THERE – Business Model Shifts to Meet Today’s Market

Demographic shifts and new technology innovations are driving unprecedented change. Today’s market presents seemingly unlimited opportunities for serving clients, but increased challenges persist in finding, retaining, and preparing talent to serve them. Leaders who make the necessary business model changes stand the best chance of remaining relevant, competitive, and sustainable. In this session, we’ll explore change strategies to ensure your competitive advantage, including:

• Solving the capacity challenge with creative new strategies to access talent, narrow client focus and leverage technology
• Managing a remote and blended talent and client management approach to truly achieve borderless reach
• Elevating pricing, billing, and benchmarking methods to reflect today’s market and needs and inspire a higher level of performance
• Enhancing your value to clients with a broader, advisory approach that leverages the full resources of the firm

Leave this session with a clearer picture of the business model shifts you’ll need to make to have talent and clients proud to work at – or with — your firm.