IR On the Road 2020

This year at the IR Global IR On the Road 2020 conference, Tamera Loerzel will present on the topic, Are Your Leaders Causing Talent to Leave?  

IR On the Road 2020

This year at the IR Global IR On the Road 2020 conference, Tamera Loerzel will present on the topic, Are Your Leaders Causing Talent to Leave?  

Remote Work: Successfully Guiding Clients and Delivering Services Amidst COVID-19

Virtual

Tuesday, April 7th, 11:00 AM - 12:30 PM CT The COVID-19 Crisis has firms and leaders pivoting to focus on the continued viability of their practices and their clients’ businesses in the face of the virus, social distancing and lockdowns. The good news for your firm is that your clients need your help pivoting themselves [...]

$49

Managing Talent in An Uncertain Economy

Virtual

Thursday, April 23rd, 10:00 AM - 11:30 AM CT Given the current economic uncertainty resulting from the COVID-19 Crisis, some firms are concerned about a revenue dip leading to cash flow issues and the need to reduce expenses to maintain the long-term health and well-being of the firm. The current shift in the economy requires [...]

$49.00

TLP Fall 2019-20: Workshop 2 - Becoming a Better People & Business Developer

Minneapolis, MN Minneapolis, MN

This workshop is part of the 2019-20: Transformational Leadership Program™ (TLP). During this second 2-day mandatory Workshop, participants will: Learn new recruiting tools and strategies to find the best and brightest Understand individual career motivators of the different generations at work and how to appeal to them Identify the attributes of transformational leadership and how [...]

Remote Business Development in the Age of Social Distancing

Virtual

Thursday, May 28th, 10:00 AM - 11:30 AM CT Developing new business from existing clients, prospective targets, and referral sources is primarily about relationships. In the age of COVID-19 and social distancing, we must shift and effectively conduct those activities without being in person. Happily, developing relationships and generating new business can be done from [...]

$49.00

Strategic Reopening Considerations Amidst COVID-19

Virtual

Tuesday, June 9th, 10:00 AM - 11:30 AM CT As the country begins to open up after the rush to remote, many firms are asking what a return to the office might look like. Each jurisdiction has unique requirements and recommendations, so there is no perfect one-size-fits-all guidance. Amidst the uncertainty, the health and safety [...]

$49.00

AGN Webinar: Market Trends and the Impact to Your Firm

Virtual

Tuesday, July 21st - 2:00PM - 3:00PM ET Tamera Loerzel and Renee Moelders will speak on the following topic for this AGN member webinar, Market Trends and the Impact to Your Firm: 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 [...]

AICPA EDGE: Developing a Culture of Ownership and Accountability

Online

Tamera Loerzel will speak on the topic of Developing a Culture of Ownership and Accountability at AICPA EDGE on July 24th: Explore the foundational leadership attributes that, when applied, will transform your practice. Learn how accountability, integrity, and ownership applied together can dramatically increase the functionality, effectiveness, and motivation of your team. Explore the two [...]

BDO Alliance Webinar: Time Management Strategies to Create Focus

Thursday, August 6th: 1:00-2:30PM CT Renee Moelders & Tamera Loerzel will speak on the following topic for this BDO Alliance webinar, Time Management Strategies to Create Focus: You can’t change the number of hours in a day, but you can be more impactful with the time you have. In this session, we will discuss methods [...]

Webinar: Engaging Your Future Leaders by Answering Their 12 Most Frequently Asked Questions

Virtual

Thursday, August 27th, 10:00 AM - 11:30 AM CT Are you engaging the entrepreneurial, energetic young leaders in your firm? These up-and-comers are passionate about their careers and their firms, and they want to know: What’s next for me? What can I expect on the firm’s path to partner? Failure to answer their questions increases [...]

$49

DCPA Webcast: Remote Business Development in the Age of Social Distancing

Online

Wednesday, September 16th, 2:00PM - 3:15PM ET Jennifer Wilson and Tamera Loerzel will speak on the following topic at this upcoming DCPA webcast, hosted by CPA.com: Developing new business is primarily about relationships. As we live with the pandemic in our midst and work in a blended environment, being able to effectively conduct BD meetings [...]

Webinar - The Twelve Questions You Should Ask Your Rising Stars

Virtual

Tuesday, October 27th, 10:00 AM - 11:15 AM CT CPE: 1.8 credit hours in the areas of Personnel/Human Resources It’s imperative that you identify your future partners and understand their hopes, dreams and expectations so that your leadership team can make decisions and plans to engage them as future leaders for your firm. In this session, [...]

$49

BDO Alliance Webinar: Developing a Successful Industry or Specialty Service Niche

Web Seminar

Tuesday, November 10th, 10:00 AM - 11:30AM CT Field of Study: Marketing Tamera Loerzel and Jennifer Wilson will speak on the following topic at this upcoming webinar, hosted by the BDO Alliance. Developing a Successful Industry or Specialty Service Niche Building expertise in a specialty area has been the goal of practitioners for decades. Now, with [...]

BDO Alliance Webinar: What’s Next? How Life Will Change After the Pandemic

Web Seminar

Wednesday, November 11th, 12:00PM - 1:30PM CT Field of Study: Personal Development Jennifer Wilson and Tamera Loerzel will teach on the following topic at this BDO Alliance webinar: What’s Next? How Life Will Change After the Pandemic The pandemic has caused us to shift how we’ve operated and it has changed our day-to-day operations. But what [...]

Webinar: Anticipate the Market – Today’s Trends Affecting You Tomorrow

Web Seminar

Wednesday, December 16th - 10:00AM - 12:00PM CT CPE: 2.4 credit hours in the areas of Business Management and Organization 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 [...]

$49

Solving the Capacity Challenge

Web Seminar

Tuesday, June 8th, 2021: 10:00 - 11:30AM CT This webinar is for managers and up, HR and Operations Leaders, Firm Administrators, Managing Partners, Department Heads and Executive Committee Members. The capacity challenge has been going on since the dawn of time in public accounting but certainly has been more pronounced recently with graduates in high [...]

$49

Finding a Needle in a Haystack - Experienced Hire Recruiting

Web Seminar

Thursday, June 17th, 2021: 10:00AM - 11:30AM CT This webinar is for HR and Operations leaders, Firm Administrators, Managing Partners, Department Heads and Executive Committee Members. Finding the best and brightest can be a challenge in any market, but with today's talent shortage, it's harder than ever. Attend this session to learn real-life, innovative recruiting [...]

$49

Webinar: Solving the Capacity Challenge

Thursday, September 23rd, 10:00AM CT Tamera Loerzel and Renee Moelders will facilitate a 100-minute webinar eligible for 2 CPE on the following topic hosted by CPA Crossings: The capacity challenge has been going on since the dawn of time in public accounting but certainly has been more pronounced recently with graduates in high demand. Firms [...]

$79

Don't miss our upcoming webinar, Letting Go With Grace - Leaving the Legacy You Intended on October 21st. 

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