Loading Events

Tamera Loerzel and Renee Moelders will facilitate a 100-minute webinar eligible for 2 CPE on September 24, 2024 on the topic:

CPA Firm Success Metrics: Understanding Practice Economics

Services, staffing, technology, where we work...these aspects of our business have changed dramatically. Even with all this change, firms still use the same metrics or key performance indicators (KPIs) to measure success. That has to change!

Drop old-school metrics that measure past performance and focus on inputs instead of results. Instead, identify the right leading results-based indicators for your firm and unique practice areas. With the right measures in place, you'll be on your way to creating a high-performance, future-ready practice. In this session, we will cover the following learning objectives where you will:

  • Define traditional measures so you can speak the language of other firm leaders while demonstrating new approaches
  • Identify results-based measures to inspire your team members, driving the right kind of activities that will sustain and grow the practice
  • Recognize how your management of talent and engagements influences practice profitability and the success of the firm

Leave this session with a clearer picture of how you can affect the financial mechanics that drive practice profitability and team success!

Who should attend: Managers and up, HR and Operations Leaders, Firm Administrators, Managing Partners, department heads, and executive committee members

Instructor: Tamera Loerzel/Renee Moelders

CPE Credit: 2

Field of Study: Personnel and Human Resources

Prerequisites: None

Advanced Preparation: None

Format: Group-Internet-Based

Click Here to Register!

Share This Post, Choose Your Platform!