Personal Development

As teams transition to remote working, the way we work together is changing. In this session we will discuss the concept of “virtual meetings.” We identify when meetings are appropriate and when other forms of communication are better. The group will discover key characteristics of effective virtual meetings and develop a step-by-step plan to prepare

Presented in collaboration with Rampe Consulting! CPAs face unique challenges when receiving work from multiple managers and partners. Be more effective by learning the four inputs needed to prioritize work, and how to communicate your availability to meet workplace commitments. [Recommended Audience: Senior Associates] CPE Hours 1 CPE Designation PD For more information or to

Presented in collaboration with Rampe Consulting! Leadership can feel exhilarating, challenging, and downright frustrating. Sometimes all in the same day. Explore six leadership styles from the book Primal Leadership and the five behaviors from the Leadership Challenge model to understand how you can effectively lead others toward personal and organizational success. [Recommended Audience: Senior Manager]

Presented in collaboration with Rampe Consulting! Being “professional” does not have a standard definition, but there are common practices that many CPAs would agree are a best bet. Learn to identify the key behaviors of a modern CPA in the office, with clients, at networking events and online. We will cover topics ranging from introductions

Presented in collaboration with Rampe Consulting! Learn the practical skills of developing a successful career as a CPA. We will explore things like the role of accountability, having a long-term plan, using your strengths and what management really wants to see in rising stars. [Recommended Audience: Senior Associates] CPE Hours 1 CPE Designation PD For

Presented in collaboration with Rampe Consulting! In this session we explore the concept of failure, and research behind the traits that contribute to the highest levels of team effectiveness and innovation. Walk away with ideas on how you can measure and create an environment that fosters peak team performance and healthy communication. [Recommended Audience: Senior

Presented in collaboration with Rampe Consulting! Senior leaders must learn how to influence those they do not manage directly. We will learn the five essential skills to successfully influence where you do not have formal authority and to drive collaboration inside and outside your organization. [Recommended Audience: Manager] CPE Hours 1.5 CPE Designation PD For

Presented in collaboration with Rampe Consulting! Networking and business development can be an uncomfortable topic for many rising stars at CPA firms. In this session, we will dive into the extraordinary value of networking, and identify ways you can be successful – even when it does not come naturally. [Recommended Audience: Manager] CPE Hours 1