Transition is top of mind for most CPA firms today. The topic emerges in almost every conversation we have with clients, at conferences and in our everyday interactions with firm leaders. Whether we’re talking to firm leaders or emerging leaders, client loss is one of the biggest fears commonly shared by BOTH transitioners and their [...]
“As a company, you need to get to the future first, ahead of your customers, and be ready to greet them when they arrive.” – Marc Benioff, CEO of Salesforce Your client base is changing. At least it should be to sustain your firm into the future. That’s because by 2025, Millennials will make up [...]
Summer leadership development opportunities are now open!
Develop your skills and confidence as a rainmaker, including identifying the right clients to pursue, in our Rainmaker Development Program® (RDP) or discover strategies to expand your service offering and increase client value with an advisory mindset with the Client Advisor Program™ (CAP). In both programs, we'll discuss ways to create capacity for yourself as you elevate in these roles.
Don't miss out on opportunities to grow as a leader this summer! Space is limited- register now!
