Tuesday, September 22nd, 10:00AM CT It’s no secret that our profession is woefully lacking in racial diversity. In fact, the 2019 AICPA Trends Report found that only 2% of CPAs and 1% of firm partners are Black or African American. Yet, according to the Senate Committee on Small Business and Entrepreneurship, over 50% of new businesses launched [...]
Wednesday, October 21st, 12:00PM - 1:30PM CT Field of Study: Business Management and Organization Samantha Mansfield and Renee Moelders will teach on the following topic at this BDO Alliance webinar: Developing a Culture of Ownership and Accountability Explore the foundational leadership attributes that, when applied, will transform your practice. Learn how accountability, integrity, and ownership applied [...]
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 [...]
Monday, November 9, 2020 Jennifer Wilson will speak during the Strategy, Leadership & Growth session at the CPA Firm Management Association Accelerator event on November 9th. This 2-day program is exclusively designed to help participants professionally manage accounting firms of varying sizes. * Please note, this event is limited to CPAFMA members Click Here to [...]
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 [...]
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 [...]
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 [...]
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 [...]
Tuesday, November 17th Jennifer Wilson, Renee Moelders and Brianna Johnson will speak on the following topics at the New England Practice Management Conference on November 17th: Creating a Strong Culture to Support a Blended Environment - Jennifer Wilson Becoming a Powerful and Effective Delegator - Renee Moelders & Brianna Johnson Successfully Managing Remote Talent - [...]
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 [...]
Thursday, December 10th, 10:00AM - 11:30AM CT Field of Study: Communications and Marketing Renee Moelders and Brianna Johnson will teach on the following topic at this BDO Alliance Webinar. Delivering Compelling Presentations Presenting your ideas with power and persuasion is a critical leadership skill and is both an art and a science. Attend this session and [...]
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 [...]
*This workshop is part of our 12-month Transformational Leadership Program™ (TLP) 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, [...]
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 [...]
*This workshop is part of our 12-month Transformational Leadership Program™ (TLP) 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, [...]
Friday, May 7, 2021: 12:ooPM - 2:00PM CT The Transformational Leadership Program™ (TLP) kicks off on June 1st! 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, [...]
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 [...]
The ConvergenceCoaching® Summer Programs are now open for enrollment!