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

Minneapolis, MN Minneapolis

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 [...]

2020 BDO Alliance Conference

Virtual

Brianna Johnson will be speaking on the following topics at the 2020 BDO Alliance USA Conference: The Art of Query: Delivering Value by Asking the Right Questions (May 18th) When we ask the right questions, we uncover strategic opportunities that drive value for others. We gain knowledge and intelligence by asking and listening. But most [...]

Webinar: Spring 20-21 Transformational Leadership Program™ (TLP) Kick-off: May 26, 2020

Web Seminar

Enroll your managers, principals/directors, and new partners in the Transformational Leadership Program™ (TLP) to transform them into your firm’s future leaders. This year-long, in-depth program begins with self-assessments as soon as you enroll. The TLP is designed to help your future leaders honestly identify their strengths and areas for improvement, develop strategies and skills to drive performance improvements, [...]

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

CPAFMA MapCast: Managing Talent in an Uncertain Economy

Virtual

May 28th, 11:00 AM - 12:30 PM ET Join Jennifer Wilson and Renee Moelders to explore various methods for managing your firm in a down economy to protect your firm while locking your high-potential team members in for the long-term. This event is limited to CPA Firm Management Association members only. Click Here to Learn [...]

BDO Alliance Webinar: Delivering Impactful Webinars for Your Clients and Prospects

Virtual

Wednesday, June 3rd - 1:00PM-2:30PM ET Brianna Johnson and Renee Moelders will speak on the following topic for the BDO Alliance webinar, Delivering Impactful Webinars for Your Clients and Prospects: 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 [...]

CPAmerica 2020 Next Generation Conference

Nashville, TN

Jennifer Wilson will be presenting on the following topics at the CPAmerica 2020 Next Generation Conference: Talking Straight to Drive Change How to Sell Your Ideas, Services and Solutions This event is limited to CPAmerica members.

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

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, [...]

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