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The Accounting Firm is Flat. How to Lead, Profit and Thrive in Flat World (4152911B)
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Major shifts in the business environment, rapid advancements in technology and shifting expectations of functional boundaries have led to a new landscape for public accounting firms. This course addresses the flat public accounting firm, where CPAs with all levels of experience are expected to improve profitability, embrace paperless work flows, seek business development opportunities, present clear business communications and improve client service. Prepare your firm for today's environment wit

6/25/2015
When: 6/25/2015
9:30 AM - 1:00 PM
Where: Webcast/Webinar
Presenter: Shannon Vincent, CPA
Contact: April Deneault
801-834-6634


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Major shifts in the business environment, rapid advancements in technology and shifting expectations of functional boundaries have led to a new landscape for public accounting firms. This course addresses the flat public accounting firm, where CPAs with all levels of experience are expected to improve profitability, embrace paperless work flows, seek business development opportunities, present clear business communications and improve client service. Prepare your firm for today's environment with a discussion on the multi-generational workforce; telecommuting and flexible time; changing roles within the firm; and aligning your leadership and team on the firm's new vision.

 

 

Objectives:

Determine how to align leadership and team members on the firm's new direction.
Identify options to address telecommuting and flexible hours requests.
Determine how to set expectations for a multi-generational workforce.
Recognize the importance of a culture of accountability and create action steps to create that culture.
Identify and eliminate obsolete staff beliefs that hinder firm success.
Determine how to improve your client service model and pricing.


Major Subjects:

Proper expectations for multiple generations in the workforce

New business opportunities, developing relationships and firm marketing
Motivating staff
Improving productivity and profitability.
Leveraging technology
Client service model and pricing


Designed For:

Partners, senior leaders and hiring professionals in public accounting firms.

 

Prerequisite: 

Two years in a leadership or management role in public accounting.

 

Advanced Prep: None

  

Speaker: Shannon Vincent, CPA

Vendor: CalCPA

Field of Study: Management

Level: Advanced

CPE Credit: 4 Hours

Acronym: TAFF

 

 

Registration Fees:

Members: $140

Nonmembers: $188

 

Meet the Speaker:

Vincent Shannon (ReNew Group) Bio: Shannon Vincent, CPA (Inactive), Co-Founder of ReNew Group Shannon Vincent has dedicated his entire career to working with accountants in various capacities. His career began at KPMG in San Francisco. Shannon moved on to specialize in high net worth individuals and emerging growth business for two well-known San Francisco-based regional accounting firms. Shannon then spent six years at RANONE, an international consulting company, with two years as the Chief Operating Officer of a 10MM business unit. Since 2001, Shannon has consulted with Top 100 firms to Sole Practitioners, helping them create sustainable and profitable businesses. He has developed impactful content, products and systems for accountants, including co-founding ReNew Group with Colin Dunn and co-developing the industry-leading lead generation solution for accountants, TRUST. Most recently, Shannon has acted as a Coach and Strategic Thought Partner to a range of accounting businesses in the United States including consulting on growing their firms, succession plans, improving profits and quality of life. Shannon received a Bachelor’s degree in Economics with an emphasis in accounting from University of California, Santa Barbara, and now resides in the San Francisco Bay Area. He is relentless in the pursuit of maximizing the performance of every firm he consults with and coaches.

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