Webinar - The Twelve Questions You Should Ask Your Rising Stars

Virtual

Tuesday, October 27th, 10:00 AM - 11:15 AM CT CPE: 1.8 credit hours in the areas of Personnel/Human Resources It’s imperative that you identify your future partners and understand their hopes, dreams and expectations so that your leadership team can make decisions and plans to engage them as future leaders for your firm. In this session, [...]

$49

Webinar: Engaging Your Future Leaders by Answering Their 12 Most Frequently Asked Questions

Virtual

Thursday, August 27th, 10:00 AM - 11:30 AM CT Are you engaging the entrepreneurial, energetic young leaders in your firm? These up-and-comers are passionate about their careers and their firms, and they want to know: What’s next for me? What can I expect on the firm’s path to partner? Failure to answer their questions increases [...]

$49

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 [...]

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. [...]

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 [...]

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 [...]

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: 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 [...]

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 [...]

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

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 [...]

Managing Talent in An Uncertain Economy

Virtual

Thursday, April 23rd, 10:00 AM - 11:30 AM CT Given the current economic uncertainty resulting from the COVID-19 Crisis, some firms are concerned about a revenue dip leading to cash flow issues and the need to reduce expenses to maintain the long-term health and well-being of the firm. The current shift in the economy requires [...]

$49.00

Remote Work: Successfully Guiding Clients and Delivering Services Amidst COVID-19

Virtual

Tuesday, April 7th, 11:00 AM - 12:30 PM CT The COVID-19 Crisis has firms and leaders pivoting to focus on the continued viability of their practices and their clients’ businesses in the face of the virus, social distancing and lockdowns. The good news for your firm is that your clients need your help pivoting themselves [...]

$49

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