Thursday, July 23rd, 10:00 AM - 11:30 AM CT Delegation is a leadership must-have as no organization can grow, or survive succession, without encouraging its leaders to delegate. Unfortunately, real delegation is often desired and seldom practiced. At some point or another, we’re all guilty of one or more of the seven “sins” of delegation. [...]
Jennifer Wilson will speak on the topic of Successfully Managing Remote Talent at AICPA ENGAGE on July 24th: Most leaders want to provide work/life balance and flexible work arrangements; however, many still struggle to fully embrace remote work at all levels in the firm and in all work. To manage in this crisis and after it, [...]
Thursday, July 30th, 10:00 AM - 11:30 AM CT The COVID-19 crisis is an essential time to stay in front of clients and prospects. Between financial management advice amidst the downturn, government aid programs like CARES, PPP and other SBA offerings and figuring out how to shift their businesses with social distancing, your clients need [...]
Thursday, August 6th, 10:00 AM - 11:30 AM CT Presenting your ideas with power and persuasion is a critical leadership skill and both an art and a science. With the shift to more remote work and online networking events, leaders must develop their skills for both types of audiences. Attend this session to explore a [...]
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 [...]
Tuesday, August 11th, 2:00PM - 3:30PM CT Renee Moelders and Brianna Johnson will speak on the following topic at this BDO Alliance webinar, Remote Business Development in the Age of Social Distancing. Developing new business is primarily about relationships. As we begin living with the pandemic in our midst and working in a blended environment, [...]
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 [...]
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, [...]
November 2, 2020: 10:00AM - 12:00PM CT The TLP is designed to take your new and future leaders to their next level of success in leading others and your firm. Throughout the intensive one-year program, participants engage in the following: In-depth assessments including a 360 self-examination, input from their superiors, staff, and peers, and a personality assessment [...]
Tuesday, November 10th, 2:00 PM - 3:30 PM CT CPE: 1.8 credit hours in the areas of Personnel/Human Resources In 2020, remote work saved the day as firms across the country shifted to remote work to keep their operations going during the pandemic. We had the opportunity to study the transition, and now our 2020 [...]
Tuesday, November 16th - 1:00PM - 3:00PM CT The Client Advisor Program kicks off on November 16th! In this dynamic and uncertain market, clients require a different level of service to support their business continuity and financial well-being. Their needs demand more than our compliance deliverables, providing information and guidance to help them make swift decisions [...]
Wednesday, November 18th - 9:30AM - 5:30PM CT The pandemic has caused us all to shift our day-to-day operations and client service approach. But how does what you’re doing in urgency mode tie to your firm’s overall strategic plan? Are you lacking clarity about where to focus your efforts to progress key initiatives? Firms must [...]
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 [...]
Wednesday, January 27th - 10:00AM - 11:15AM CT CPE: 1.5 credit hours in the areas of Personal Development The pandemic, racial uprising, economic uncertainty, the election, and inconsistent access to childcare and school are wreaking havoc on our sense of well-being, just in time for the holidays, an already stressful time. It’s paramount that we take [...]
Thursday, February 11th - 10:00AM - 11:30AM CT CPE: 1.8 credit hours in the areas of Business Management and Organization The rapid move to social distancing caused us to quickly embrace remote work at all levels and in all work. As firms re-open their offices and begin to manage a blended environment with team members [...]
Monday, April 19th, 2021: 11:00AM - 12:30PM CT This webinar 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 [...]
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 [...]
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 [...]
Thursday, August 19th, 3:00PM - 4:30PM ET Renee Moelders and Samantha Mansfield will teach on the following topic at this BDO Alliance Webinar. Becoming “A Famous Person” In Your Industry or Service Niche Building expertise in a specialty area has been the goal of practitioners for decades. Becoming known for that industry or specialty service [...]
Thursday, August 26th, 10:00AM CT Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on the following topic hosted by CPA Crossings: Delegation is a leadership must-have as no organization can grow, or survive succession, without encouraging its leaders to delegate. Unfortunately, real delegation is often desired and seldom practiced. [...]
Our ConvergenceCoaching® Fall 2021-22 Transformational Leadership Program™ (TLP) starts soon! Take your new and future leaders to their next level of success in leading others and your firm!