Engaging Your Staff in Metrics That Drive Margin

Engaging Your Staff in Metrics That Drive Margin
August 25, 2026 @ 1-1:50pm ET

You understand the metrics behind your firm's margin and profitability—but it's a challenge to get your entire team invested in moving those numbers. This interactive workshop equips CPA firm leaders with a practical framework for connecting employees to the financial drivers that matter most -- from revenue to write offs and the non-billable contributions that create lasting client and firm value. Walk away with actionable steps to set goals, foster accountability, and create a culture where team members understand their impact on the firm's economics.

Who Should Attend

CPA Firm Partners
Senior Leaders

Learning Objectives

Identify the key financial metrics that drive margin and profitability in a CPA firm.
Apply a structured framework for engaging staff in productivity and profitability goals.
Evaluate non-billable contributions that engage staff and create measurable value beyond standard production metrics.

Presenter: Kristen Rampe, CPA, Managing Partner, Rosenberg Associates

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ADDITIONAL INFORMATION
Instructional Delivery Method: Group Live Internet-Based.
The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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WEBINAR: AUGUST 25, 2026

WEBINAR: AUGUST 25, 2026

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