In the November 14, 2022 HR Huddle, Renee Moelders and Samantha Mansfield discuss the four ways that HR professionals can use their people skills to smooth the emotional upsets associated with transition between the successor and the retiree. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management [...]
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 [...]
Firms around the country are struggling to recruit and retain experienced professionals to serve their clients. Partners are nearing retirement, and many don’t have clear successors in place to ensure their firms keep running. Given the need for talent, we should leave no stone unturned in our quest to identify our next generation of leaders. [...]
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.
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