Join the California CPA Society on September 12, 2022, 12:30 PM – 1:30 PM (PST) for Weathering Change: Build a More Successful Future in Public Accounting, at LA West, San Gabriel Valley/Pasadena DG
We’ve been weathering change for the last several years and mostly because of the pandemic. It is time to shift the tide and bring new ways to adapt, thrive, and succeed for our firms and our team members. It is about navigating challenges while getting ahead of the curve; the future is more in our control with more profit, more effectiveness, and less stress being our watchwords.
Strategic Topics:
- Coming Alongside Clients in a New Way That Works for All
- Talent Development for Succession & Growth to Create a Better Future
- AI & IT — Their Impact on the Profession
- Operational Shifts & Strategic Planning of a New Business Model
- Audience Contributions
Below is a link to the CalCPA article, where you will find additional information that will be covered in this presentation.
Learning objectives for this presentation
Participants will:
Recognize successes and creative changes that firms have made to advance their well-being.- Identify challenges and opportunities that historically have not been available for change.
- Determine strategies and action steps that will assist firms and their team members to advance the process to a new way of life in public accounting.
- Our speaker will encourage the audience to raise their hands and share their experiences.
Recognize successes and creative changes that firms have made to advance their well-being.Major Subjects:
- Blending remote and onsite capabilities to maximize effectiveness and create a less stressful environment at the same time.
- Managing recruiting and team development to help establish a community of professionals looking to achieve success at both their level and the firm’s.
- Coming alongside clients in a way that a collaborative environment is created for the benefit of all.
- Building a business model that works for the firm, the team and clients plus the community.
Intended Audience:
- CPAs and other professional staff
Field of Study:
- Business Management & Organization
Location: Only Place in Town
Address: 110 W Sierra Madre Blvd, Sierra Madre, CA 91024
- Registration opens at 11:30 AM and the presentation begins at 12:30 PM.
- Fees: $32/member, $42/nonmember.
- Add $10 for same-day and at-door registration.
- Includes lunch that begins at 11:30 AM
This in-person event will take place as noted above. If at any time you have a question or you are having a challenge with the process, please contact:
- Tricia Galloway: tricia.galloway@calcpa.org
- Shelly Medina: shelly.medina@calcpa.org
NOTE: online registration for all Cal CPA events automatically closes at 11:59 pm the night before the event.
To register on the day of the event, please contact:
- Tricia Galloway: tricia.galloway@calcpa.org
- Shelly Medina: shelly.medina@calcpa.org
For Non-Members, please click on Add to Cart. At that point, you will be asked to Login. f you have a membership, input your E-Mail Address and Password. If you do not have a membership, please create one by clicking on the link. It will then ask for your email to verify whether you have a membership and, if not, it will help you create one. If you have questions or challenges, please see contact information above.
Our 2022 Calendar of events is coming together.
Please mark your calendars. All meetings begin at Noon PT.
5/25/2022 – “Helping Clients Create, Build or Revise Their Board of Directors”
– Panel hosted by Mark H. Fowler- 6/22/2022 – Diversity Discussion Panel
– Panel hosted by Allan Fisher - 7/27/2022 – Salary Survey Presentation
– Allan Fisher - 8/24/2022 – Mental Health
– Amber Setter - 9/28/2022 – Client Advisory Services—Helping Clients in New More Effective Ways.
– Mark H. Fowler - 10/26/2022 – End of Tax/Year Panel
– Mark H. Fowler - 12/14/2022 – Inspector Gadget
– David Cieslak
5/25/2022 – “Helping Clients Create, Build or Revise Their Board of Directors”