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Sessions | Instructor | Event Registration |

Event Information

The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning | 4204207A
Date: August 19, 2020
Event Start time: 10:00 AM   End time: 11:00 AM
Location: Webcast

Facility: Webcast Event


Member:       $37
Nonmember: $50

CPE Credits:

1.00 CPE: Continuing Professional Education 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.
* Recognize how automation can grow their practices
* dentify top technologies that can benefit their firms
* Leverage technology for generational planning and change management in order to recruit the best talent

Major Subjects:
Course Highlights:
History of accounting
* 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

Level of Difficulty:

Field of Interest:
Business Management and Organization

Base understanding of cloud technology and optional reading of Amy Vetter’s book available on Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud

Designed For:

Advanced Prep:

Event Notes: