Speaking

May 29 2024

Jennifer Wilson to speak at Tri-Merit's Bridging the Gap 2024 Conference

2024-05-29T08:52:55-05:00May 29th, 2024|, |

July 23, 2024 Jennifer Wilson will speak at the Tri-Merit Bridging the Gap 2024 Conference on the topic Business Model Transformation Strategies: In this market of rampant consolidation, some firms are able to confidently remain independent. What strategies sustain these thriving firms? Attend this session to explore the business-model transformations they've undertaken to maintain an independent [...]

Feb 23 2024

Jennifer Wilson to Speak at AICPA's ENGAGE 2024

2024-04-25T10:25:24-05:00February 23rd, 2024|, |

June 4, 2024 Jennifer Wilson will speak at AICPA's ENGAGE 2024 on the topic Most Common Roadblocks to Great Leadership on June 4th: In years of leadership development and coaching, we've identified five common roadblocks that keep us from becoming the most inspirational, difference-making leaders we can be. In this engaging and interactive session, we'll explore [...]

Feb 23 2024

Renee Moelders to Speak at AICPA's ENGAGE 2024

2024-04-25T10:24:05-05:00February 23rd, 2024|, |

June 5, 2024 Renee Moelders will speak at AICPA's ENGAGE conference on the topic Accountability in a Remote and Flexible Environment on June 5th: Here's a bold statement - most firms, teams, and leaders aren't clear about expected performance. When expectations ARE clear, projects run smoothly, and teams feel "in sync" with one another. When [...]

Feb 23 2024

Jennifer Wilson to speak at AICPA's ENGAGE 2024

2024-04-25T10:25:04-05:00February 23rd, 2024|, |

June 5, 2024 Jennifer Wilson will speak at AICPA's ENGAGE 2024 conference on the topic Becoming a More Powerful and Effective Delegator on June 5th: Without delegation, there is no room for our own learning, growing, or work/life balance. And the development of our team members and leverage of our firm resources suffers, too. Great [...]

Feb 23 2024

Samantha Mansfield to Speak at BDO Alliance's EVOLVE 2024

2024-02-23T08:12:40-06:00February 23rd, 2024|, |

May 7, 2024 Samantha Mansfield will speak at BDO Alliance's EVOLVE 2024 in a panel discussion on the topic Advisory as a Retention Strategy on May 7th: In today's competitive business landscape, firms are constantly seeking innovative strategies to retain both clients and team members. Join this session for an engaging panel discussion where industry experts [...]

Feb 23 2024

Tamera Loerzel to Speak at BDO Alliance's EVOLVE 2024

2024-02-23T08:03:52-06:00February 23rd, 2024|, |

May 7, 2024 Tamera Loerzel will speak at BDO Alliance's EVOLVE 2024 on the topic Solving Staffing - Non-CPAs to the Rescue on May 7th: The shrinking accounting pipeline and workforce shortage calls for real innovation in staffing models so we can continue to deliver an excellent client experience and support of our often-overwhelmed client-facing staff. Leading-edge [...]

Aug 29 2023

Jennifer Wilson to Speak at CPAmerica Large Firm Conference

2023-08-29T12:52:54-05:00August 29th, 2023|, |

September 18, 2023 Jennifer Wilson will speak on Truly Becoming One Firm: Exploring Performance-Based Compensation at CPAmerica's Large Firm Conference on September 18th: While leaders tout the mantra "we're one firm," established measures for performance and accountability continue to drive an "eat what you kill" value system. Some firms make the mistake of over-focusing on individual and [...]

Feb 28 2023

Jennifer Wilson and Renee Moelders to Speak at AICPA's ENGAGE 2023 Conference

2023-05-22T14:16:35-05:00February 28th, 2023|, , |

June 5-8, 2023 Jennifer Wilson and Renee Moelders will speak on the following topics at AICPA's Engage 2023 Conference: Recruiting as a Marketing Function (Renee Moelders, June 5th from 11:15am-12:05pm PT) Solving Staffing: Admin to the Rescue! (Jennifer Wilson, June 5th from 3:00-4:15pm PT) What's Your Firm's WOW Factor (Jennifer Wilson, June 6th from 9:30-10:20am [...]

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