BDO Alliance Webinar: Managing Your Remote Work Successfully

Virtual

Wednesday, June 10th - 1:00PM-2:30PM ET Brianna Johnson and Renee Moelders will speak on the following topic for this BDO Alliance webinar, Managing Your Remote Work Successfully: Our firm pivoted quickly to remote work to manage fears of contagion and comply with social distancing. This run to remote has forced us to address our attachment [...]

BDO Alliance Webinar: Remote Business Development in the Age of Social Distancing

Virtual

June 12th: Two Sessions Available- 9:00AM or 11:30AM CT (45 Min) Renee Moelders will speak on the following topic for this BDO Alliance webinar, Remote Business Development in the Age of Social Distancing: Developing new business from existing clients, prospective targets, and referral sources is primarily about relationships and in the age of COVID-19 and [...]

Webinar: Rainmaker Development Program® (RDP) Kick-off: July 20, 2020

Virtual

The ability to develop business is a skill that most firms seek in their future leaders. It is also the one area in which most professionals feel least developed or experienced. If you have a group of professionals who wish to become better business developers, consider incorporating our Rainmaker Development Program® (RDP) into your learning programs. [...]

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 [...]

Web Seminar: Becoming a Powerful and Effective Delegator

Web Seminar

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. [...]

$49

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 [...]

AICPA ENGAGE: Successfully Managing Remote Talent

Online

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, [...]

Web Seminar: Delivering Impactful Webinars for Your Clients and Prospects

Web Seminar

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 [...]

$49

Web Seminar: Delivering Compelling Online and In-Person Presentations

Web Seminar

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 [...]

$49

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 [...]

BDO Alliance Webinar: Remote Business Development in the Age of Social Distancing

Online

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, [...]

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 [...]

PICPA 2020 Leadership Conference: What's Next? How Life Will Change After the Pandemic

Online

Thursday, September 17th, 9:00AM ET Jennifer Wilson will speak on the following topic at the Pennsylvania Institute of CPAs 2020 Leadership Conference: 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 are the long-term effects on [...]

CPAFMA MAPCast: Getting Real About Racial Diversity in Our Firms

Online

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 [...]

BDO Alliance Webinar: Developing a Culture of Ownership and Accountability

Online

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 [...]

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

Transformational Leadership Program™ (TLP): Kick-off

Web Seminar

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 [...]

CPAFMA Accelerator: Jennifer Wilson to Speak at Strategy, Leadership & Growth Session

Online

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 [...]

Enroll your experienced leaders in our Client Advisor Program™ (CAP), which kicks off on August 23rd!

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