Data Analytics. It's been a trend for several years, but what does it really mean to a law
firm or accounting firm and who is doing it well? In this interactive session, you will learn
the truth about data and will work through an action plan to get better data in the
future. This is not a technical session, but a program about creating leadership and
management practices that create systems that work.

Change is a constant in today's business environment, and the ability to manage it
effectively can make or break the success of CPA firms. Our interactive workshop offers a
comprehensive exploration of change management programs, all grounded in
academic research on accounting firm culture.

Engaging and transformative interactive workshop that delves into the world of
coaching and mentoring programs tailored specifically for CPA firms. This workshop is
designed to equip you with the strategies, insights, and tools necessary to cultivate a
culture of continuous growth, development, and leadership within your organization.

Enlightening session that delves into evidence-based strategies for developing a firm
culture that not only draws in exceptional individuals but also fosters their long-term
commitment. This session is grounded in rigorous academic research, ensuring that you
gain insights and techniques that have been proven to drive recruitment and retention
success.

While accountants and lawyers are proficient in their respective areas of expertise, there is often a gap in business acumen. Without strong acumen, staff members are less able to provide clients with a full range of solutions.  This workshop helps participants identify strategies to develop business acumen within their teams, recognize potential opportunities and obstacles, and create actionable plans.

In the workshop we will discuss the importance of business acumen (financial literacy, strategic thinking, operational understanding); identify opportunities; brainstorm ideas for developing these skills (e.g., online courses, mentorship) and obstacles (e.g., budget constraints, resistance to change); create an analysis; develop an action plan with follow-up protocol to monitor progress.

Expected Outcomes:

- Enhanced business acumen understanding to better serve clients.

- Identification of opportunities and obstacles.

- Detailed analysis and action plan.

- Ongoing monitoring strategy.

This workshop promotes strategic thinking and practical planning to build stronger business acumen within teams with the goal of better serving firm clients.

As the world changes, professional services firms often need help to innovate and develop new services. This interactive session aims to guide firms in identifying and designing new service lines to meet evolving market needs. Participants will collaborate to explore trends, brainstorm ideas, define necessary skills, design services, and develop pricing strategies.

The workshop will include steps such as identifying trends or unmet needs;   brainstorming service ideas, defining required skills and obstacles, designing the service, discussing pricing and differentiation, and scoring ideas.

Key Takeaways”

- A clear understanding of a market trend or unmet need.

- A list of potential new service ideas.

- A detailed blueprint for at least one new service line.

- Defined skills and resources required.

- A pricing strategy and points of differentiation.

- A prioritized list of service ideas with next steps for development.

-This session encourages collaboration, innovation, and strategic thinking, ensuring your firm stays competitive and responsive to market changes.

If you never have trouble recruiting attendees and score perfect 10s in all of your event reviews, this session is definitely NOT for you. But if you’re like most of us, you are competing for the time and attention of people who have lots of other options — and increasingly high expectations. And a typical lecture won’t cut it. This session will explore how to design events that clients, members, prospects, sponsors and referral sources will want to attend. In this workshop-style session, participants will learn new approaches to education, networking, entertainment and more, that will generate buzz, improve attendee satisfaction and attract attendees to your future meetings events.

Participants will learn:

• Key points of adult learning theory that are highly relevant to meetings
• Practical examples of out-of-the-box networking and entertainment ideas
• Advice for selling new event concepts to clients or senior management;
• How to make the meeting environment more inviting and comfortable
• Fun ways to build buzz that will help draw attendees to your future events

Based on the book, Perfect Pairings: The Art of Connecting People , this session is full of both inspirational stories and practical, actionable tips on how being a connector can transform your personal and professional life. Whether you are new to business networking or are looking for tips to up your game, The session will leave you with desire to help others achieve their goals and will provide you with the steps on how to do it.

Taking this approach and applying it to membership organizations, attendees will learn not only how to connect for their own benefit, but how to build stronger relationships with volunteers by connecting them and helping them help the organization. This session will show how listening to volunteers personal needs can identify ways to build loyalty and commitment to your association.

Hands-on Workshop/Learning Lab. This format allows deep engagement and collaboration. Participants will complete self-assessments, engage in small group discussions, and build an action plan for applying transformational leadership principles inside their firms.