The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning
Description
How do we create the next generation of “Cherished Advisors” — the highly valued strategic partners whom your business clients rely on — given the lack of interest in a traditional path to leadership? The future growth of firms will depend on using technology to create new staffing and change management models that encourage team collaboration, mentorship and growth.
Learning Objectives
Recognize how automation can grow their practices
Identify top technologies that can benefit their firms
Leverage technology for generational planning and change management in order to recruit the best talent
Major Topics
History of accounting
Technology and disruption
The new way of automation of data
Learning soft skills to become a Cherished Advisor
Generational differences
Creating a generational-friendly culture
Move away from time and to value and effort instead
Base understanding of cloud technology and optional reading of Amy Vetter’s book available on Amazon.com: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud