Many practitioners hear terms such as advisory services, consulting, strategic thinking and innovation but don't know how to apply them to their own practices. At this workshop, you will develop a plan for transforming into a future-ready practice or firm. Identify trends impacting the accounting profession, learn how to attract and retain top talent and explore the many opportunities that smaller firms can leverage that will set them apart from large accounting firms.
*This event is part of the Atlantic City CPE Cluster.
DESIGNED FOR
This event is ideal for sole practitioners and partners of small firms. However the concepts discussed may still apply to medium-large firms.
BENEFITS
- Define what advisory and consulting services are
- Create a development plan for you firm that you can immediately apply
- Learn to attract and retain top talent
- Practice innovation and strategic thinking skills
HIGHLIGHTS
There’s no shortage of reports about the rapid pace of change in the accounting profession. Artificial Intelligence, Blockchain, and other emerging technologies are disrupting traditional services and the core of many CPA firms. The challenges of attracting and retaining top talent continue to intensify, causing firm leaders stress about the future of their workforce.
Along with these threats come exciting new opportunities. Small firms have many advantages over their larger counterparts as they prepare for the future. This event is designed to help small firm leaders recognize and leverage these advantages for success.
Discover ways to become more entrepreneurial, strategic, and innovative, as well as better developers of people. Learn practical tools to develop new mindsets, disciplines, and practices to position your firm as a trusted advisor to clients. Explore resources to build your team and sustain change initiatives. Set up your practice to thrive, not just survive, in today’s rapidly changing marketplace.
Primary Learning Objectives:
- Understand VUCA (Volatility, Uncertainty, Complexity, Ambiguity) forces and their impact on the accounting profession.
- Develop and practice innovation and strategic thinking skills.
- Apply the “Jobs to Be Done Theory” to develop advisory services for clients.
- Employ five strategies to build a high-performance team.
- Create a team engagement and development plan for your firm.
Agenda
Morning:
- Understand VUCA Forces and the CPA of the future
- Multiply your value with strategic thinking skills
- Workshop: Practice innovation and strategic thinking for your firm
Afternoon:
- Discover how to build a high-performance team
- Workshop: Create a team engagement and development plan for your firm
COURSE LEVEL
Intermediate
ADDITIONAL NOTES
Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit
My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.