CPA Leadership Institute Announces
CPA Leadership Institute has a new platform for our members to learn about services offered in the industry. We have invited companies that provide services to CPAs that help with leadership and management needs to demonstrate their product/services to our members in a webinar setting.
Join us for one, a few or all of these informational webinars at no charge, just click here to register. The login is good for the duration of the Showcase. So, if you want to logout and log back in later, you can.
Performance3 – Planning, People and Processes Strategic Tools for Your Firm Topic
- Presenter Name: Sandra Wiley
- Company: Boomer Consulting, Inc.
- Phone: 785-537-2358
- Email: [email protected]
- Summary of Presentation: In today's environment, firms need a strategic advantage to deflect the effects of the economy, succession woes, stalled growth strategies and overwhelming technology decisions. The professionals at Boomer Consulting have developed services and products that will solve the challenges and ensure a strong future for your firm. Join us to discover how your firm can benefit from a host of amazing solutions created exclusively for the professional services firm.
- Description of Presentation: In this session the participants will hear about a host of solutions, tools and services that are the answer to some of their most challenging issues today. First we will explore the challenge, then the solution and finally real success stories of client experiences.
Join us for one, a few or all of these informational webinars at no charge, just click here to register. The login is good for the duration of the Showcase. So, if you want to logout and log back in later, you can.
Collaborate with Clients Easily and Securely
- Presenter: Mark Albrecht, CPA, MST
- Company: XCM Solutions, LLC
- Phone: (781) 356-5152
- Email: [email protected]
- Summary: As a trusted advisor, your clients expect you to safeguard their sensitive financial information, even as you also provide the convenience of collaborating with them in a digital environment. However, if you're using email to share files, you may be putting your clients' information at risk. In fact, several states have passed legislation that prohibits sending confidential information through unencrypted email, and many more are likely to follow. This presentation will show participants how you can continue to share information securely in a familiar, easy-to-use format with XCMportal.
- Description: XCMportal enables you and your staff to attach and upload files to a secure, personalized portal just as easily as sending an email. Clients receive your message and retrieve the files using their unique authorization credentials. With XCMportal, you can easily collaborate with clients, team members, and business associates. It's fast, convenient, and secure.
- Fast set-up
- Easy-to-use
- Integration with XCM workflow software
- Secure collaboration
- Enhanced client service
Join us for one, a few or all of these informational webinars at no charge, just click here to register. The login is good for the duration of the Showcase. So, if you want to logout and log back in later, you can.
Assessing the Talent in your Firm
- Presenter: Rex Gatto Ph.D.
- Company: Gatto Associates, LLC.
- Phone: (412) 344-2277
- Email: [email protected]
- Summary of Presentation: Specific Online Assessments will be discussed, providing examples of the benefits gained by the firm upon completion. We will describe the feedback that will be provided in the form of a conference call and the associated individual and team reports. We will discuss how these assessments will help your firm develop its next generation of leaders. We will discuss why your firm should be using these tools in moving forward with the development of your firm.
- Description: On-line assessments create a benchmark for professional development by identifying the strengths of the participant and targeting areas that need to be developed. Our 360 evaluation for CPAs measures characteristics and skills based on Gatto Associates 17 key performance indicators. The assessment is completed by a participant, and up to ten respondents (the participant's work associates, including partners, peers and staff). These respondents anonymously complete assessments, which include numerical ratings and customized, open-ended questions related to the participant.
The report generated includes the self-performance evaluation compared with respondent's evaluations, numerical based assessments and written narratives as to strengths and opportunities for development for the participant, general comments for the participant from associates, and an action plan to enhance performance. This is an effective tool for mentoring people developmentally.
Optional: A Team Report can be generated if at least four participants complete the full assessment. There is no additional charge for this report.
Join us for one, a few or all of these informational webinars at no charge, just click here to register. The login is good for the duration of the Showcase. So, if you want to logout and log back in later, you can.
How RAN ONE Solutions Turn Client Problems into Lucrative Engagements
- Presenter: Rick Solomon, CPA
- Company: RAN ONE Americas
- Phone: (631) 941-3060
- Email: rick.solomon@ranone.com
- Summary of Presentation: Get an overview of RAN ONE's suite of solutions that allow you to easily diagnose and resolve many common issues business owners face. You will learn how to engage business owners in a different way, and generate value based fees as a result of having a more significant impact on the businesses results. An added benefit is that you will significantly differentiate your firm in the process. You'll also learn about RAN ONE's ready-to-go sales and marketing resources to help you win new business with existing and new clients, and their unequalled customer support that helps you get started with little effort. If you want to grow your practice, and you enjoy helping your business clients succeed, this webinar is a MUST ATTEND for you!
- Description: Rick will share a very powerful business model that is being used by RAN ONE to help business owners take a holistic view of their businesses. He will discuss the role of the CPA in taking clients through a process to help them identify and leverage business strengths, and address those weaknesses that are obstacles to their success. Each component of the business model will be examined in light of what successful companies do vs. those that struggle. This comparison makes it easy for the CPA to understand how they can better help their clients. The presentation will make it clear how the CPA can play a valuable, proactive role by helping clients improve business performance and results, and the incredibly positive impact that often has the CPA firm's revenues and market position.
Join us for one, a few or all of these informational webinars at no charge, just click here to register. The login is good for the duration of the Showcase. So, if you want to logout and log back in later, you can.
Join CPA Leadership Institute as a Professional Member today to receive our monthly on-line CPA Leadership Report, and attend all our leadership and practice development Webinars free. Plus much more.