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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.

Wednesday, January 26, 2022
11:00am - 12:00pm Central Time
1 CPE (1 non-technical)

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.

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

Who should take this program?

Senior Level Associate, Management, Partners, Firm Owners

Fees

Our records indicate you are a nonmember. If you register, you will be charged $45.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $35.00
checkmark Standard Nonmember Fee $45.00

More program information

Instructor Amy Vetter, CPA, CITP, CGMA, MBA, CSP
Location Online
Area
of study
Management
Field(s)
of study
Personnel/Human Resources - Non-Technical (0.5)
Business Management & Organization - Non-Technical (0.5)
Level Basic
Format Group Internet Based
Sponsor AICPA
NASBA ID#: 112891
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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