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Project Management: Planning Skills - Supervisors & Managers

ID: 64963
Thursday March 27, 2025 12:00PM - 02:00PM
Topics:
Business Management + Strategy
Non-members
$111.25
Members
$89.00
Your price
$111.25

As talent advance into supervisory roles they have to transition from being individual contributors to organizing a team to produce the results. However, most were never taught how to do the planning and scheduling to run projects because many of their leaders learned on the job as well. In this session we will borrow project management skills to teach a new supervisors and managers how to start making longer term plans to optimize the team. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Recruit. Retain. Engage. Mastering LinkedIn for HR Success

ID: 64971
Friday March 28, 2025 09:30AM - 11:30AM
Topics:
Business Management + Strategy
Talent Management + Human Resources
Non-members
$111.25
Members
$89.00
Your price
$111.25

Today's savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available. Join us for this powerful webinar and unlock the full potential of LinkedIn as your HR secret weapon for recruiting top talent, retaining your best employees, and elevating overall team engagement. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

How to Create an ROI-Based Marketing Plan for Your Firm

ID: 64980
Friday March 28, 2025 05:00PM - 06:00PM
Topics:
Business Management + Strategy
Non-members
$68.75
Members
$55.00
Your price
$68.75

This course will help you develop a strategic marketing and business development plan for your firm using 7 key principles to help maximize lead generation. You will learn how to establish and grow your B2B business in any niche using time-tested strategies, proven processes for attracting and retaining customers, and how to measure your results so you can spend your money and time effectively to own your market and attract higher ROI clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The Social Media Blueprint for Accounting Firms

ID: 64995
Monday March 31, 2025 05:00PM - 06:00PM
Topics:
Business Management + Strategy
Non-members
$68.75
Members
$55.00
Your price
$68.75

Social media - it's a buzzword, but is it beneficial for your firm's brand? And more importantly, your bottom line? This course focuses on the latter and takes a deep dive into which social media platforms are best for accounting firm lead generation, recruitment, client retention and more. Attendees will take away a practical framework and actionable tactics for integrating social media into your firm's overall marketing and communications strategy to help you grow your revenue without having to spend hours on social media or even be on it personally if you don't wish to! This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.

Emotional Intelligence: The Critical Factor in Success

ID: 65253
Tuesday April 01, 2025 09:00AM - 11:00AM
Topics:
Business Management + Strategy
Non-members
$111.25
Members
$89.00
Your price
$111.25

Emotional intelligence is an individual's capacity to understand both their own and other people's emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social success. Every business leader can improve their Emotional Intelligence, including you. Many businesses utilize EI for promotions and hiring. This session will discuss the twelve keys to EI and proven tactics to help every aspiring leader "work smarter". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Change: Embrace & Enjoy - It Is Inevitable

ID: 65264
Tuesday April 01, 2025 02:00PM - 04:00PM
Topics:
Business Management + Strategy
Non-members
$111.25
Members
$89.00
Your price
$111.25

We see change every day, but we ignore it as a key risk. Even though change is natural, it is also natural for humans to fight it. Why do humans think we can control everything? What are the steps we can take to adapt to change? Learn more about how we can become better at recognizing change and how we can embrace and adapt to the many changes we see every day. Change is inevitable. We can adapt to it or be replaced. We will discuss practical insights that will help you be even more successful in the office and in life. Effective leaders should not miss this course. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Project Management: Enhancing Ongoing Client Engagements

ID: 65276
Wednesday April 02, 2025 02:30PM - 04:30PM
Topics:
Business Management + Strategy
Non-members
$111.25
Members
$89.00
Your price
$111.25

The work for clients is not as linear as it used to be with the inclusion of more advisory services, more cross functional teams, and due dates moving. Quality client engagements are not just about a solid workflow, we need project management skills. In this session we will discuss how to apply project management techniques to designing a one firm, team approach to serving clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Leveraging Marketing Automation for Accounting Firm Growth

ID: 65279
Thursday April 03, 2025 09:00AM - 10:00AM
Topics:
Business Management + Strategy
Non-members
$68.75
Members
$55.00
Your price
$68.75

This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget. These areas include: 1. Social media 2. Content development. 3. Email marketing. 4. Text (SMS) marketing. 5. Chatbots and other interactive AI tools. 6. Drip marketing campaigns. Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Project Management: Employ Best Practices & Mindset

ID: 65304
Monday April 07, 2025 12:00PM - 02:00PM
Topics:
Business Management + Strategy
Non-members
$111.25
Members
$89.00
Your price
$111.25

Project Management is not the same as workflow management, and a project manager is more than a task master. Driving change, leading a team and managing client engagements requires a great deal of organization and planning. Successfully launching a new technology, onboarding clients, developing a new service line ... all takes more than a checklist of to-do items. You need to monitor risks and opportunities. You need to gain buy-in to drive adoption. Proper scoping and projections help keep projects on course, and not become a costly experiment that gets shoved to the back burner. Project managers are trained in analyzing the data while also managing people. In this session explore basic project management best practices and mindset to more effectively managing change in your firm.

LinkedIn Profile Secrets for CPAs

ID: 65312
Tuesday April 08, 2025 10:30AM - 12:30PM
Topics:
Business Management + Strategy
Non-members
$111.25
Members
$89.00
Your price
$111.25

Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.