The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning

Description

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.

Learning Objectives

* 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 Topics

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

Provider
Business Learning Institute
Course Level
Basic
Professional Area of Focus
Business & Industry
Future Ready
T Shaped Professional Leadership
T Shaped Professional Communication
CPE Field of Study
Business Management & Organization
.5
Personnel/Human Resources
.5
Who Should Attend
Senior Level Associate, Management, Partners, Firm Owners
Instructor(s)
Amy Vetter
Prerequisites

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

Location
Online Webcast
Register Now
When
Jun 20, 2019
11:00 am - 12:00 pm EDT
Location
Online Webcast
Total CPE Credits
1.0
Format
Webcast
Instructor
Amy Vetter

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The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning


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