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21WI-0762: The Journey to Becoming a Cherished Advisor: Designing the Future Firm - Next Generation Hiring, Staffing and Succession Planning (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Wednesday, January 26, 2022
Time 11:00am - 12:00pm
Central Time
Location Online
CPE credits CPE 1.0
of study
Personnel/Human Resources - Non-Technical (0.5)
Business Management & Organization - Non-Technical (0.5)
Instructor Amy Vetter, CPA, CITP, CGMA
QuickStart Training, Inc.
Standard Member Fee $35.00
Standard Nonmember Fee $45.00


How do we create the next generation of "Cherished Advisors" -- the highly valued strategic partners whom your business clients rely on -- given the lack of interest in a traditional path to leadership? The future growth of firms will depend on using technology to create new staffing and change management models that encourage team collaboration, mentorship and growth.

Who should take this program?

Senior Level Associate, Management, Partners, Firm Owners

Major subjects

  • Technology and disruption
  • The new way of automation of data
  • Learning soft skills to become a Cherished Advisor
  • Generational differences
  • Creating a generational-friendly culture
  • Move away from time and to value and effort instead
  • Selecting your technology
  • Creating opportunity
  • New service offerings
  • New staffing model
  • Hiring and retaining talent
  • Creating a culture that sticks

Learning objective(s)

  • Recognize how automation can grow their practices
  • Identify top technologies that can benefit their firms
  • Leverage technology for generational planning and change management in order to recruit the best talent


Course code Code 21WI-0762
Sponsor AICPA
NASBA ID#: 112891
Level Basic
Format Group Internet Based
Prerequisites Prereq. None

If you have questions about this event, please call us at 952-831-2707.

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