Practice Management Workshop
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(Check-In 9:30am EST)
5.00 Credits
Member Price $349.00
Non-Member Price $449.00
Overview
In a rapidly evolving business landscape, strategic thinking and innovation are paramount for success. This spring, we're excited to bring back our Practice Management Workshop, a chance to catch up with colleagues after tax season, review how the season went and discuss what to implement for the coming year. This one-day event will feature insights and exercises from top thought leaders on important topics for your firm. Bring a colleague and come with your ideas and plans for a full day event aimed at equipping firm leaders with the tools and mindset to navigate change effectively, remain independent and leverage AI to provide exceptional value to your firms and clients. Through thoughtful discussions and interactive exercises, you’ll come away with valuable insights and practical tools to position your firm for success in 2025 and beyond.
We hope to see you there!
Sponsored by:
Thursday, May 29
General Session
- Opening Remarks
This session is available to registrants only.
General Session
- Remaining Independent: What Does It Take?
Samantha Mansfield, ConvergenceCoaching LLCSamantha Mansfield
Samantha Mansfield is a senior consultant at ConvergenceCoaching ®, LLC, a national consulting firm that helps leaders achieve success. Named to Accounting Today’s Top 100 Most Influential People in Accounting list, CPA Practice Advisor’s “40 Under 40,” and the AICPA and CPA Practice Advisor’s “Most Powerful Women in Accounting,” she is passionate about coaching professionals and transforming business models. Committed to sharing ideas that drive growth and success, her love for teaching and coaching is evident in both her career and personal life.
In a market dominated by consolidation, some firms choose to stay independent. In this session, we’ll explore a vision roadmap with four key strategies that help these firms thrive, allowing them to grow while maintaining their unique governance structure. You’ll learn how independence can be a competitive advantage, discover the roadmap’s core elements and understand the cultural traits that attract Next Gen leaders. You’ll also assess your firm’s current position and identify areas for growth. You’ll walk away with clarity on the investments needed to secure your firm’s legacy for future generations.
This session is available to registrants only.
General Session
- Smart Moves for a Changing Workplace: Learning, Growing and Thriving in the Age of AI
Beth Ziesenis, Your Nerdy Best FriendBeth Ziesenis
Beth Z cuts through the noise to bring you tech tips, tools and tricks for productive productivity, sexy social media, tolerable to-do lists and truly collaborative collaborations.
She is exciting, fun, and packed full of knowledge that she shares in easy-to-digest sound bites. Beth takes the fear out of technology and helps you get right to the point with effective apps and tools that you can integrate into your everyday work and life.
Whether you're a leader or aspiring to be one, understanding AI’s impact on your industry is essential. This workshop is your opportunity to dive deep into one of the biggest workplace disruptions of our time. In this session, you'll explore how to use AI without it being obvious, the seven key steps your organization should take to embrace AI and engage in peer-to-peer discussions on AI facts, fears and the future. You'll also gain insight into your Technology Psychology and get access to Your Nerdy Best Friend’s Ultimate AI Toolkit. As a bonus, you’ll walk away with a personalized action plan to help you, and your organization move forward with AI.
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- Building Your Change Management Process
Will Hill, Will Hill ConsultsWill Hill
Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession. The core services revolve around the intersection of people and process. Whether it is through business process consulting, coaching for firm owners, or helping shape strategic plans with built in accountability, Will brings his experience of serving the Tax & Accounting community since 2001. Will’s excitement and passion for seeing firms achieve their success is palpable in all of his interactions. Through his 23+ years in the profession Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices to work directly with firm owners and their team members. Known for his combination of creativity and practicality, you may have read an article written by Will in many of the industry publications and thought leadership sites or heard him on various webinars and podcasts throughout the profession. In 2021 Will was named by Accounting Today in their “Top 100 Most Influential People in Accounting” list. Will has also twice been recognized by the CPA Practice Advisor in the “Under 40” lists (sadly, no longer eligible for any ‘Under 40’ awards).
Most firms lack a defined change process, and without a consistent approach, they face confusion, uncertainty and communication challenges. Implementing a structured change approach introduces common language, clear expectations and a more measured pace of change. In this session, you’ll get hands-on experience creating a change management plan tailored to your firm’s culture and style. Starting with a basic template, you’ll build and customize your plan, defining the key elements of a change management plan, with measurable goals, targeted internal communications, and a priority scoring system to make decisions and identify the goals you‘d like to achieve. You’ll come away with a documented change management process to guide your firm toward the future.
This session is available to registrants only.
General Session
- Closing Remarks
This session is available to registrants only.
Non-Member Price $449.00
Member Price $349.00