Jun 10 2022

Don't Repel Your People with RTO: Master Remote and Blended Instead!

2022-06-10T12:58:36-05:00June 10th, 2022|Inspired Ideas Blog, Leadership, Remote Work / ATAWW|

The business world and accounting firm community are abuzz with talk about getting people back into the office. In accounting, it has been a challenging few years, with significant client needs, low capacity, and increasing turnover. To “right the ship,” some leaders envision a return to office (RTO) as the universal solution. I don’t agree [...]

Apr 7 2022

Orientation is Not Onboarding

2022-04-07T13:23:41-05:00April 7th, 2022|Inspired Ideas Blog, Leadership|

Many firms have updated their employee orientation and onboarding processes these past couple years, and rightly so. It’s not just the move to remote that is driving this trend. In this time of the Great Talent Migration, leaders know how crucial an employee’s initial experience is in their first few months with your firm, or [...]

Nov 1 2021

Fall 2021-2022 Transformational Leadership Program™ (TLP) - Registration is Now Open

2021-08-09T15:58:12-05:00November 1st, 2021||

*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, [...]

May 11 2021

Transformational Leadership Program™ (TLP): Workshop 2 - Becoming a Great People and Business Developer

2020-09-19T07:22:45-05:00May 11th, 2021|

*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, [...]

Nov 2 2020

Transformational Leadership Program™ (TLP): Kick-off

2020-09-19T07:36:00-05:00November 2nd, 2020||

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 [...]

Sep 16 2020

DCPA Webcast: Remote Business Development in the Age of Social Distancing

2020-08-21T14:15:33-05:00September 16th, 2020|, , |

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 [...]

Aug 11 2020

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

2020-07-31T15:37:55-05:00August 11th, 2020|, , , |

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, [...]

Jul 30 2020

Web Seminar: Delivering Impactful Webinars for Your Clients and Prospects

2020-06-24T11:00:19-05:00July 30th, 2020|, , |

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 [...]

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