Tuesday, June 4, 2019 – Thursday, January 9, 2020 |

MSCPA Leadership Series: The Route to the Top

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Agenda

May 15 | Forefront Conference Center, Waltham

Leadership – You're the Coach and Responsible for Your Team’s Success


Jim Lindell, CPA, CSP, CGMA, MBA

8:00 – 8:45 a.m. - Breakfast and Networking

8:45 a.m. - 12:30 p.m.

As a finance leader, you are both in the game and coaching from the sidelines. How do you bring out the best in each team member? This session will focus on the varying needs, motivations and behavioral styles of the people on your team and explore techniques and tools you can use to help them succeed. 

June 4 |Hilton Woburn

Anticipate Development: Moving from Employee, to Manager, to Leader

Karl Ahlrichs, SHRM-SCP, CSP 

8:00 – 8:45 a.m. - Breakfast and Networking

8:45 a.m. - 12:30 p.m.

First-time supervisors face unique challenges as they transition to management. They must oversee work with which they may be unfamiliar and supervise previous co-workers, or those with greater seniority.  In this session, you’ll examine the extent of your responsibility and decision-making authority and find effective ways to communicate expectations and unpopular decisions to employees.

 September 25 | Archer Hotel, Burlington

Business Development for CPAs

Peter Margaritis, CPA, CGMA, MAc

1:00 – 4:30 p.m. - Program

4:30 – 5:30 p.m. - Networking

Business development is a process of cultivating relationships and having a plan to achieve your goals. The earlier a professional understands how it works, the more profitable to the organization they become. In this session, you’ll learn the skills necessary to attract new business and develop relationships to retain current business.

 

November 6 | Forefront Center, Waltham

Differentiating Yourself with Technology

Jim Bourke, CPA.CITP, CFF, CGMA

8:00 – 8:45 a.m. - Breakfast and Networking

8:45 a.m. – 12:30 p.m. - Program

As the profession continues to migrate away from compliance and commodity-type services in favor of advisory services, CPAs around the globe are realizing that understanding the role that technology plays in driving growth in advisory is critical. In this session, Bourke will discuss some of the best technologies he has seen deployed throughout our profession around the globe. From client collaboration to in-house firm solutions, he will share an update on the status of the AICPA’s new Dynamic Audit Solution – a cloud-based audit solution currently being created by our profession, for our profession.

 

January 9, 2020 | Archer Hotel, Burlington

Leading Up: Partnering with Your Boss

Jennifer Elder, CPA, CGMA, CIA


1:00 – 5:30 p.m. - Program and Wrap Up
5:30 – 6:30 p.m. - Networking

Leading up is a method of partnering with your supervisor(s) by providing insight, direction and effort to improve the overall effectiveness of the organization. It involves thinking strategically and communicating persuasively. In this session, you’ll learn how to identify your (and your boss’s) strengths and weaknesses, and how to use them to achieve your goals.

This seminar qualifies for the Workforce Training Express Fund program. The course code for this program is 1119566  Click here for more details: https://www.mscpaonline.org/cpe/training_fund

Speakers

Karl Ahlrichs

James Bourke

James Bourke

James Bourke, CPA, CITP, CFF, CGMA is partner, director of Firm Technology, managing director of Advisory Services and a member of the Board of Directors and Management Committee at WithumSmith+Brown. He has been a frequent speaker around the globe to many accounting societies and international accounting associations, the AICPA, industry technology organizations, incubators, co-working locations and others on topics specifically related to various accounting, tax and advisory services. In his role as managing director of Advisory Services, Bourke heads-up the firm’s cloud solutions, business advisory, cyber, data analytics, info-security and transactional services initiatives for the firm.

View Bio

Jennifer Elder

Jennifer Elder

Jennifer Elder, CPA, MS, CMA, CIA, CFF, CGMA helps businesses solve tough problems with strategic solutions. She is a business generalist and an accounting expert who can make the complicated awesomely simple. For more than 20 years, she has been helping businesses focus on their core values and strengths to transform inefficiency and chaos into a profitable entity with an energized team. As keynote speaker, trainer, and business coach, Jennifer has conducted seminars for the Fortune 500, the US Government, State CPA Societies, and CPA firms in 40 states. Jennifer is a published author and was named an Outstanding Educator by the AICPA for the past two years. When not on the road teaching, she lives on her boat with her husband and two cats in Baltimore, Maryland.

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James Lindell

James Lindell

James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 50 M & A projects. James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPA's and a member of Wisconsin Chapter of National Speaker Association. . Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”. Jim also authored and was part of the AICPA video and course, “Minimizing the Effects of a Recession on Your Business”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”. Jim is a 2-time recipient of the AICPA’s Outstanding Discussion Leader award.

View Bio

Peter Margaritis

Conference Credits

This course is 22.00 credits

Conference Fees

MSCPA-AICPA Member
$1399.00
MSCPA Member
$1399.00
AICPA Member
$1899.00
Non-Member
$1899.00

Conference Cost

You pay
$1899.00
MSCPA Members save $500.00 on this course. Login or Join to take advantage of these savings.

Note: This course has sessions associated with it, please select one topic within each session.

Registrants

+ $1,899.00

05/15/19, 8:45am – 12:30pm Must select one session per timeslot
$0.00
06/04/19, 8:45am – 12:30pm Must select one session per timeslot
$0.00
09/25/19, 1:00pm – 4:30pm Must select one session per timeslot
$0.00
11/06/19, 8:45am – 12:30pm Must select one session per timeslot
$0.00
01/09/20, 1:00am – 6:30pm Must select one session per timeslot
$0.00
1:00 – 5:30 p.m. - Program and Wrap Up
5:30 – 6:30 p.m. - Networking

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