Emerging Leaders Summit - Massachusetts Society of CPAs

Overview

You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1133371. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

Wednesday, November 1

General Session

9:15am - 9:55am EDT Check-in (Breakfast Available)

This session is available to registrants and their guests

General Session

9:55am - 10:00am EDT Welcome and Opening Remarks

This session is available to registrants and their guests

General Session

10:00am - 11:00am EDT Going from an “Emerging Leader” to a “Leader”

James Bourke, Withum

James Bourke

Jim Bourke, CPA, CITP, CFF, CGMA is a partner and a member of the Board of Directors and Management Committee at WithumSmith+Brown, as well as a director of firm technology and managing director of advisory services. He has been a frequent speaker around the globe to many Accounting Societies and International Accounting and Trade Associations, the AICPA, CIMA, State Societies of CPAs, Industry Technology Organizations, Incubators, Accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services topics.

We know your goal is to become a leader in the profession. So many factors play into your ability to become that next great leader, and while some may be out of your control, most will be determined by you. In this session, you’ll learn tips and guidance for how you too can pave your own path, setting the stage for an entire day of fine-tuning those leadership skills in the areas of business development, thought leadership, identifying and capitalizing on your strengths and effectively communicating with your team members. You’ll walk away from this session (and this conference), ready to be that next generation leader!

This session is available to registrants and their guests

General Session

11:10am - 12:10am EDT Becoming an Unstoppable Business Developer

Samantha Mansfield

Samantha Mansfield is the founder of Samantha Mansfield LLC, a consulting and education firm focused on building materials and resources for the profession. She believes that technology enables accounting professionals to share their expertise more effectively and is passionate about helping them transform the services they provide to reach their goals. In addition, Mansfield consults with firms of all sizes to implement relevant technology to improve processes and develop future-ready services through instructing, leadership coaching, facilitation and planning and building educational events. She has served on the boards of two nonprofit organizations and was listed as one of Accounting Today’s “Top 100 Most Influential People in Accounting” in 2016 and 2018, recognized by CPA Practice Advisor’s “40 Under 40” three years in a row and was honored with the AICPA and CPA Practice Advisor’s “Most Powerful Women in Accounting” award in 2018 and 2019.

As an up-and-coming leader, we know you want to drive the right new relationships and revenue for your firm. This session will help develop your confidence and ability to step powerfully into a role that fits your personality and style, while at the same time, allowing you to be discerning about which opportunities you pursue. We’ll explore five critical business development skills, including identifying the kind of business developer you are (and strive to be), outlining strategies to build your network to expand your influence and positioning yourself as a thought leader. You’ll leave this session with specific actions and ideas to master your business development skills that generate new opportunities for your firm.

This session is available to registrants and their guests

General Session

12:10pm - 12:20pm EDT MassCPAs Update

Zachary Donah, Massachusetts Society of CPAs

Zachary Donah

Zach Donah, CAE, is the vice president of advocacy at the Massachusetts Society of CPAs (MassCPAs) where he oversees the Society’s government relations and the academic and career development programs and the MassCPAs Educational Foundation. Prior to joining the Society in 2013, Donah served as a legislative director and chief of staff in the Massachusetts State Senate.

This session is available to registrants and their guests

General Session

12:20pm - 1:10pm EDT Lunch

This session is available to registrants and their guests

General Session

1:50pm - 3:10pm EDT Your Unique Design and How It Shapes Your Leadership Style

Jon Lokhorst

Jon Lokhorst, CPA, PCC, is the founder of Lokhorst Consulting LLC where he develops leaders everyone wants to follow, builds teams no one wants to leave and delivers exceptional results . Prior to this role, he served for 18 years at Wallace, Lokhorst & Company, Ltd. before becoming a managing partner at Wallace, Lokhorst & Company. Lokhorst spent 15 years in nonprofit leadership roles, primarily as CFO or development director, and has served clients throughout the U.S. as a speaker, coach and trainer. On top of his coaching and accounting credentials, he is a member of the National Speakers Association (NSA), on the Board of Directors of the NSA Minnesota Chapter, a certified facilitator of RightPath assessment tools and an adjunct faculty member in the School of Business and Nonprofit Management at North Park University in Chicago.

Your unique strengths, struggles and blind spots have a major impact on your leadership?style. In this session, we’ll help you identify your preferred approach to communication, work relationships, conflict and change. We’ll also explore opportunities to use these insights to deliver your best value as a leader by recognizing potential barriers to your success and learning tips to keep them from becoming fatal flaws.

*Advance preparation: each participant is required to complete and self-debrief their RightPath assessment before the event.

This session is available to registrants and their guests

General Session

3:25pm - 4:15pm EDT Speaking the Language of Appreciation

Samantha Mansfield

Philosopher William James said, “the deepest principle in human nature is the craving to be appreciated.” When people don’t feel appreciated, they’re less likely to stay motivated and build a career with your organization. The challenge is that we don’t all speak the same language when it comes to expressing appreciation. In this session, we’ll discuss different ways that people are motivated and identify methods for communicating appreciation based on individual preferences, so you retain engaged, quality talent. Learning objectives for the session include recognizing the impact of this feedback and acknowledgement, listing the five languages of appreciation to create awareness, recalling methods to uncover your team’s appreciation language and more.

This session is available to registrants and their guests

General Session

4:15pm - 5:30pm EDT Networking Reception

This session is available to registrants and their guests

See Who's Coming

Joseph Conti - Bicycle Therapeutics (Lexington, 02421)
Daniel Terceiro - Floyd Advisory LLC (Boston, 02110)
Eric Keresztes - Floyd Advisory LLC (Boston, 02110)
Abigail Ahern - Floyd Advisory LLC (Boston, 02110)
Sean McNeil - G.T. Reilly & Company (Milton, 02186)
Scott Simpson - Katz Nannis + Solomon, PC (Waltham, 02453)
Max Ashline - Katz Nannis + Solomon, PC (Waltham, 02453)
Jeffrey Dickson - Katz Nannis + Solomon, PC (Waltham, 02453)
Nicole Tracia - E.J. Callahan & Associates, LLC (Wakefield, 01880)
Sheila Furlong - James R Potter CPA PC (Framingham, 01702)
Alexandria DeGrace - E.J. Callahan & Associates, LLC (Wakefield, 01880)
Jace Hennig - E.J. Callahan & Associates, LLC (Wakefield, 01880)
Matthew Marelli - Schwartz & Schwartz, P.C. (Woburn, 01801)
Jessica Simonds - Schwartz & Schwartz, P.C. (Woburn, 01801)
Saraswoti Tamang - Schwartz & Schwartz, P.C. (Woburn, 01801)
Brandon DaRosa - Schwartz & Schwartz, P.C. (Woburn, 01801)
Kiley Bissell - MP P.C. (Springfield, 01144)
Matthew Baran - MP P.C. (Springfield, 01144)
Tim Lafalam - MP P.C. (Springfield, 01144)
Alex Leslie - MP P.C. (Springfield, 01144)
Meghan Boone - MP P.C. (Springfield, 01144)
Jeff Laboe - MP P.C. (Springfield, 01144)
Brooke Williams - MP P.C. (Springfield, 01144)
Sean Baker - MP P.C. (Springfield, 01144)
Jason Warner - MP P.C. (Springfield, 01144)
Sam Moriarty - MP P.C. (Springfield, 01144)