Public Webinar: Becoming a Powerful and Effective Delegator

Web Seminar

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on June 20, 2024 on the topic: Becoming a Powerful and Effective Delegator 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. [...]

Public Webinar: Tap Into the Promise of Generation Z

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on June 20, 2024 on the topic: Tap Into the Promise of Generation Z Gen Z makes up 24% of the US population in 2024 and is expected to represent 20% of the country's workforce in 2025. Independent, eager to make [...]

Leadership Development Program for Seniors and Supervisors™ (LDP-SS) Kick-Off - June 21, 2024

Web Seminar

Friday, June 21st from 10:00am - 12:00pm CT The LDP-SS kicks off on June 21st! Participants can expect to complete the program having learned strategies for: Increasing visibility and collaboration at all levels in their firm Asking for and embracing difference-making performance feedback Elevating communication skills that drive results More effectively defining and managing priorities [...]

Public Webinar: Effectively Communicating Change

Web Seminar

Tamera Loerzel and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on July 11, 2024 on the topic: Effectively Communicating Change Today's firms face an ever-accelerating, chaotic pace of change in talent, technology, client expectations, legislation, and more. To successfully manage change, leaders must strategically design, execute, and communicate their strategies with [...]

Public Webinar: Developing a Culture of Ownership and Accountability

Webcast

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on July 23, 2024 on the topic: Developing a Culture of Ownership and Accountability In this course we will explore the foundational leadership attributes that, when applied, will transform your practice. Learn how accountability, integrity, and ownership applied together can dramatically [...]

Public Webinar: Avoid Merging: Transformation Strategies to Stay Independent

Web Seminar

Jennifer Wilson and Renee Moelders will facilitate a 100-minute webinar eligible for 2 CPE on July 25, 2024 on the topic: Avoid Merging: Transformation Strategies to Stay Independent In this market of rampant consolidation, some firms are able to remain independent. What are the strategies that sustain these maverick, thriving firms? Join us to explore [...]

Summer 2024-2025 Transformational Leadership Program™ (TLP) - Kick-Off - July 29, 2024

Web Seminar

Monday, July 29th: 1:00 - 3:00pm CT The Transformational Leadership Program™ (TLP) kicks off July 29th! 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, [...]

Jennifer Wilson to speak at Tri-Merit's Bridging the Gap 2024 Conference

Loews Chicago O'Hare Hotel 5300 N River Rd, Rosemont, IL, United States

July 23, 2024 Jennifer Wilson will speak at the Tri-Merit Bridging the Gap 2024 Conference on the topic Business Model Transformation Strategies: In this market of rampant consolidation, some firms are able to confidently remain independent. What strategies sustain these thriving firms? Attend this session to explore the business-model transformations they've undertaken to maintain an independent [...]

Public Webinar: Delivering Transformative Feedback to Your Team

Web Seminar

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on August 8, 2024 on the topic: Delivering Transformative Feedback to Your Team Everyone has areas for improvement, so why do we avoid addressing performance issues with team members and peers? In this session, we'll explore the reasons that keep us [...]

Public Webinar: The Transformative Power of AI: Exploring Immediate Uses for ChatGPT

Web Seminar

Jennifer Wilson and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on August 9, 2024 on the topic: The Transformative Power of AI: Exploring Immediate Uses for ChatGPT Accounting professionals can leverage generative AI (GenAI) to innovate and simplify work performed in all areas and all levels throughout the firm. One of [...]

Public Webinar: Solving the Capacity Challenge

Web Seminar

Tamera Loerzel and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on August 15, 2024 on the topic: Solving the Capacity Challenge 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 feel understaffed [...]

The Time for Business Model Transformation is Now

Web Seminar

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on August 27, 2024 on the topic: The Time for Business Model Transformation is Now To capitalize on the many opportunities available to our firms, there are challenges to address. Solutions are needed for practice governance, culture, and the business model [...]

Public Webinar: Becoming a Powerful and Effective Delegator

Web Seminar

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on September 5, 2024 on the topic: Becoming a Powerful and Effective Delegator 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. [...]

Public Webinar: Transforming CAS Pricing and Packaging

Web Seminar

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on September 19, 2024 on the topic: Transforming CAS Pricing and Packaging CAS practices across the country are demonstrating the incredible difference they can make for clients. Growth is up and service providers are in high demand. Yet traditional time and [...]

Public Webinar: CPA Firm Success Metrics: Understanding Practice Economics

Web Seminar

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 [...]

Public Webinar: AI, RPA...The Transformation is Now

Web Seminar

Jennifer Wilson and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on October 17, 2024 on the topic: AI, RPA...The Transformation is Now The global market, talent economy and technology have changed the game, so firm leaders must change theirs too. To remain relevant, competitive, and sustainable, leaders must implement change across [...]

Public Webinar: Becoming A Powerful and Effective Delegator

Web Seminar

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on October 24, 2024 on the topic: Becoming a Powerful and Effective Delegator 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. [...]

Public Webinar: Are Your Leaders Causing Talent to Leave?

Web Seminar

Tamera Loerzel and Renee Moelders will facilitate a 100-minute webinar eligible for 2 CPE on October 31, 2024 on the topic: Are Your Leaders Causing Talent to Leave? According to Gallup's CEO and Chairman, Jim Clifton, "The single biggest decision you make in your job - bigger than all the rest - is who you [...]

Public Webinar: Moving Away from Time-Based KPIs: Five P's to Get You There

Web Seminar

Jennifer Wilson and Tamera Loerzel will facilitate a 100-minute webinar eligible for 2 CPE on November 7, 2024 on the topic: Moving Away from Time-Based KPIs: Five P's to Get You There We all know that measuring performance and pricing your services based on time isn't ideal. Pricing and billing based on time doesn't allow [...]

Public Webinar: Developing a Culture of Ownership and Accountability

Webcast

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on November 14, 2024 on the topic: Developing a Culture of Ownership and Accountability In this course we will explore the foundational leadership attributes that, when applied, will transform your practice. Learn how accountability, integrity, and ownership applied together can dramatically [...]