The start date for this course has passed. Registration is no longer available.
Based on your feedback, we’re adding customized tracks for your “right-hands” - emerging leaders and firm operations staff – to arm them with information on changes in the accounting industry and the latest trends, so they can help move your firm forward!
2020 has changed everything for CPA firms, and now more than ever, its leaders must be on top of their game. During this four-day virtual conference, you’ll learn effective strategies to lead your staff in the “new normal,” identify opportunities to add value to clients and reach new levels of success for your firm. We’re bringing in top thought leaders and leveraging the latest technology so you can interact with your peers and elevate your practice in 2020 and beyond!
Now more than ever, firms need effective leaders to guide their practices into 2020 and beyond. During this four-day virtual conference, you’ll gain valuable business communication skills that will help you lead teams and build trust with clients, dive deep into the top issues CPA firms are facing and learn practical solutions you can immediately implement at your firm. We’re bringing in top thought leaders and leveraging the latest technology so you can interact with other emerging leaders, expand your network and help your firm achieve new success!
Firm operations staff are the go-to people at accounting firms, and now more than ever, you need the tools and strategies to help your firm, staff and leadership succeed in 2020 and beyond. Discover how to leverage technology to communicate with staff and recruit remote talent, streamline processes to enhance efficiency and improve performance management systems, address complex HR issues and do more with less. We’re bringing in top thought leaders and optimizing our technology so you can interact with other firm operations staff during this four-day virtual conference!
Speed Coaching with Laurie LaBrie, SPHR, SHRM-SCP, Integrated Human Resources, Inc.
Sign up for a 15-minute, one-on-one session with HR guru Laurie LaBrie, SPHR, SHRM-SCP and get your questions answered. Email Katlyn Ribeiro at firstname.lastname@example.org to reserve your spot!
M&A Speed Coaching with Ron Loberfeld, CPA, CGMA
Ron Loberfeld, CPA, CGMA – ALL CPAs
Is a potential merger or acquisition (M&A) on your firm’s horizon, or do you just have a burning question about M&A? Ron Loberfeld, CPA, CGMA managing partner at ALL CPAs and an M&A consultant, will be offering attendees one-on-one M&A speed coaching. Learn about profitable M&A essentials, get a second opinion on options you may be considering and have all your questions answered in a confidential and discreet session. Loberfeld has coached many firms through successful M&As, so come with your questions and walk away with answers and next steps for your firm’s future. Email Katlyn Ribeiro at email@example.com to reserve your spot!
Complimentary exhibit hall passes are available for members looking to connect with solution providers and browse vendor content, but do not plan to attend educational sessions for CPE credit. Please email Kristin Wells at firstname.lastname@example.org for more information.
Elevate your firm’s culture by learning strategies that support a more remote workforce. We'll also examine how effective storytelling and communicating your firm’s values can be used to bring new success to your practice.
Tax season seems to be getting worse every year with issues with last minute changes to the tax code, delayed tax software updates and workload compression to name a few. Learn how firms are bucking the general trends and achieving growth and increased profitability, how to improve the profitability of your firm through automation or outsourcing and more.
Discover how to navigate changes your organization has made during the recent disruption, learn 10 behaviors that separate high-performing professionals from others, discuss five things every professional needs to do to maximize productivity and create a roadmap to achieving goals. We’ll also examine a model for attaining repeatable success quarter-after-quarter and year-after-year, outline specific goals and the actionable steps to achieve them and review how to work with larger clients and manage major projects.
As the ongoing pandemic had the majority quickly transition to remote work, businesses also encountered new cybersecurity concerns and challenges. In this session, we’ll cover privacy for remote work and existing policies to cover remote access, examine if employees are working on secure networks from home and discuss if we’re in compliance with Health Insurance Portability and Accountability Act (HIPAA), General Data Protection Regulation (GDPR) and General Data Protection Regulation (GDPR), The California Consumer Privacy Act (CCPA) and more.
Discuss updates, changes and trends to the initiatives and regulatory resources recently launched by the federal government.
Delegating is key to firm growth and to your own success as a leader. Learn concrete delegation strategies that empower and develop others, ensure accountability and help you achieve your goals!
Define, differentiate and clarify diversity and inclusion (D&I), discuss the impact of diﬀerences on teams, leaders and organizations, explore how diversity impacts group dynamics and team culture, draw the connections between leadership intention, ﬁrm culture and organizational performance and more.
Teams of 6 will put their knowledge to the test and compete to win prizes, and more importantly, bragging rights!
Review the key skills that accounting professionals need to fulfill the role of advisor, why these skills are important and ways to develop these competencies in team members.
Learn how to implement a work-life process that will help you alleviate stress and achieve more productive habits through the eight pillars of wellness, understand how to be laser focused on priorities that matter to help reduce stress and achieve better work-life harmony, review how to generate more productive results by letting go of what you can’t control and discuss how to reduce stress with incorporating two healthy habits done daily that will change your work-life experience.
Learn how to lay out a foundation for talking about, engaging in and working through diversity and inclusion (D&I) in your ﬁrm, understand the connection between unconscious bias and inclusivity, identify cultural elements that foster a culture of belonging, explore strategies to support D&I and drive inclusion in a remote environment and more.
Managing people is one of the biggest challenges for anyone in a supervisory role. This seminar is designed to review your own DiSC assessment and how you can adapt to your employees styles to be more effective. For full participation, you will be sent a link to complete your DiSC assessment and we will have your results for this meeting. In this seminar, you’ll learn the four communication styles, how to identify someone’s primary communication style, how to be effective at getting through to the people that impact your ability to get your job done and more.
Discover proven strategies top firms are using to grow their business, referrals, revenues and client base to reach six figures and beyond! You’ll come away with practical solutions to bring back to your firm.
Explore where firms were at the end of 2019 and what has transpired year to date in 2020. This will be an up-to-the-minute review of key financial and operational statistics reported based upon surveys that were done in April, May, June and July of 2020.
Firms achieve better results when its leaders understand that it sells knowledge, not time. This open dialogue will force you to think outside of the box about what we do and explore different models that add value to accounting firms.
Leverage Microsoft Office 365 and Teams to transform the way you communicate and collaborate with your clients and staff. These tools will help you save time and effectively communicate to your audience!
Share challenges, ideas and advice with your peers in this lively roundtable discussion.
It is not enough to have robust technology and appropriate fraud prevention processes in place. Companies may still be at risk if treasury and financial staff are not fully versed in all the relevant risks, or if processes are not followed at times by the relevant people.
As the economy continues its transition to a more virtual world of work amidst the COVID-19 pandemic, accounting firms are employing a range of strategies to unlock growth and maximize profitability. Deciding whether processing payroll is right for your firm is a complex decision that requires you to consider issues ranging from staffing to its promise of being a consistent revenue stream. While offering a full-service payroll solution has some advantages like added revenue and client accounting service bundling, it can also be challenging, especially now. Whatever your firm’s current strategy may be, understanding the valuation of your payroll business is a critical element in how you strategize your practice offerings in both the short and long-term. This session will provide your firm with a framework to help evaluate payroll offerings based on your firm’s competitive strengths and weaknesses.
Most leaders want to provide work/life balance and flexible work arrangements; however, many still struggle to fully embrace remote work. Explore best practices to successfully manage remote talent by shifting your mindset and identifying new must-haves for flex, including trust and empowerment, staying close to team members to engage them and provide the support they need and more.
Examine how to create an innovation strategy and develop a plan for providing modern services. You’ll also explore ways to revamp your service offerings that reduce costs and staff’s workload, while adding value to your clients.
Successful firms sell not hours or service, but access to the brains of the professionals. Learn how to think outside the box about what it is you really do and sell.
Become more efficient in just a few steps! We’ll explore how to do more with less, automating existing processes and new lean approaches to boost productivity without adding costs.
Comfort and confidence are key to successful client interactions and networking – but, it’s not always easy to do. Learn about the four major personality styles and how to effectively communicate to and influence each style.
Learn how emerging technologies like Artificial intelligence (AI), blockchain and big data are impacting the accounting profession, identify the key considerations for enhancing your firm’s/department's service offerings and determine the training that your staff needs to be ready to use emerging technologies and deliver enhanced services
As employers move quickly to adapt to a remote (or partially remote) workforce, we'll discuss what works and what doesn’t in hiring remote talent. You’ll also learn new tactics and proven strategies to help talent managers quickly adapt to the new rules and more.
Feedback is essential for professional development, but it often is ineffective if it’s poorly presented, timed or received. Discover strategies for presenting impactful feedback and practice giving and receiving feedback to improve performance.
Look beyond the “buzzwords” and truly rethink motivation and performance, instead of tweaking “business as usual.” You’ll gaininsight into the skills and knowledge organizations need to hire well and techniques to keep their best performers engaged, motivated and wanting to stay with the organization.
Explore the most common ways of boosting organic growth, including four ways of increasing your business development horsepower. You’ll gain a fresh perspective on what firms can be doing to boost organic growth and who can play a greater role.
To survive and thrive, organizations must be agile and adapt. You'll learn how to assess, create and advise your clients on reinvention strategies to embrace the changing future.
Discuss ideas and challenges for handling the admin role, transitioning to remote work and more!
Master the art of business by understanding what your clients need — and how you can help them (and grow your practice) by expanding your knowledge and business awareness.
Missing gambling at the casino? We are bringing the thrills and strategy of a horse race to your screen. Your team of 6 from Trivia Tuesday will reconvene and try to win it all!
It’s tough to sit at the computer all day! Take some time to enliven and enhance your state of being. Experience yoga’s fundamental benefits in a format that fits seamlessly into your life- there’s no need to change clothes or prepare beforehand. Stretches will counter the desk’s demands on your shoulders, neck, wrists, and hips. Your whole body will thank you! The session includes guided meditation, breathing, and reverse eye-strain exercises to leave you feeling refreshed, energized, clear-headed, and at-peace. Beginners and seasoned yogis alike, this class is accessible and beneficial to everyone. You will need: a chair.
In this session, you’ll learn what determines the likelihood of success for a specific team and what happens when team members have different agendas, goals, values, etc. We’ll also examine how firms and teams can remain aligned and how to maximize profitability by improving team effectiveness.
Discuss how organizations can protect staff, set expectations and create in the “new normal.” You’ll review what motivates talent and keeps them engaged and recharged, strategies leaders are employing to protect the physical and mental well-being of their teams and more.
Discuss how to foster a modern and agile workforce and examine technology and practical solutions that allow you to capitalize on the immense changes we’ve seen this year. You’ll learn how to embrace change and stand out in a crowd by offering innovative and modern solutions to your customers and employees.
Go beyond the core Office 365 apps such as Teams, SharePoint and OneDrive! You’ll learn additional ways to power your firm and be introduced to apps, including Planner, PowerBI, OneNote, Bookings and more.
Examine concepts and strategies organizations can use to improve their management systems to yield better results. We’ll cover everything from simple process changes to major shifts in managing performance.
Share challenges, ideas and advice with your peers in this lively roundtable discussion.
As businesses and individuals face uncertainty across the globe, firms must adapt to remain valuable and viable. Join us to learn how to navigate this complex, rapidly changing world.
This conference qualifies for the Workforce Training Express Fund program. The course code for this program is 1121349. Click here for more details: https://www.mscpaonline.org/cpe/training_fund