CPA - medium firm
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With the impending change in our leadership teams over the next decade, it’s imperative that identify your future partners and understand their hopes, dreams, and expectations. Doing so will give your leadership team the opportunity to learn about your firm’s rising stars and make decisions and plans to engage them as the future leaders for your firm. In this session, we’ll explore:
• The 12 questions you should ask your rising stars to really know them
• Areas where you can further develop your rising stars’ skills, appeal to their interests, and engage them long term
• Appropriate actions, changes, and investments you can make to address the things you learn about your key people
Leave this session with actions you can take to engage your firm’s rising stars and be well on your way to securing your firm’s future!
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Differentiating your firm by providing clear answers to the dozen most pressing questions asked by top talent
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Exploring the timing and expectations to be admitted as a partner
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Defining equity vs. non-equity partner and what each mean
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Defining expected buy-in and how it compares to the buy-out of existing equity partners
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Documenting – and maintaining – your firm’s path to partner program as it evolves
Kelly, FL
"I believe this is valuable for those in public accounting. If my experience is typical, as a former rising star, the partners in firms are surprised when their talented folks leave. In smaller firms, where the partner ranks seem "full", it is hard for one to see where one is headed other than perpetual "manager". As a result , many if us leave for industry. I have no regrets as both firms I worked in were acquired, which would have jeopardized my chances for a partnership. Further, I believe that both partners and riding stars need to be mindful of the possibilities of acquisition in terms of future career paths for young talent."
Thomas, AL
"Excellent material for those responsible for bringing along up and coming talent. The course effectively outlines the relevant issues which should be addressed. I was traveling by car and unable to respond to the prompts. However, I gained valuable information and have plans to follow up on several ideas presented. If there is any way to "prove" my attendance despite not being able to respond to the prompts while driving, I would appreciate it."
Floyd, CA
"The presentation could be used for almost every type of organization. This is the first time I heard this type of presentation that could have been ued to manage personnel in almost every type of organization."
Kathryn, MS
"The webinar was presented great and the material was wonderful. The handouts were of great value to our office. Thanks so much, Kathryn Rush, Ed.D."
Gene, CT
"Jennifer is extremely engaging. I lost track of time and felt as if she was in the room talking directly to me."
jeffrey, MI
"One of the better free webinars I have attended. Very relevant to the growing CPA practice."
Dale, WA
"A well spent hour and a half, packed with valuable information."
Dale, CO
"Great Speaker! You should have more webinars with her!"
Tamera Loerzel is a partner of ConvergenceCoaching®, LLC, a national consulting firm that helps leaders achieve success. Named as one of AICPA/CPA Practice Advisors’ Top 25 Most Powerful Women in Accounting, INSIDE Public Accounting’s Top 10 Most Recommended Consultants, and Accounting Today’s 100 Most Influential People in Accounting, Tamera helps her clients capitalize on the opportunities to transform their practices through mindset and behavioral shifts along with concrete strategies for growth, talent development, and practice management. Tamera is a founding member and past-President of The CPA Consultants’ Alliance and is a frequent speaker, writer, and blogger in the CPA profession. She is an avid runner and yogi, pianist, and world traveler with her husband, 3 children, and grandson.
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