Leadership Workshop: Transforming Time and Talent: Building a Truly Future-Forward Firm
NOTE: This event can be added to your Americas Regional Meeting (ARM) registration as an add-on, or registered for separately. Attendance at ARM is not required for participation in this workshop.
ABOUT THIS WORKSHOP
We all know that using time to measure performance and price your services isn’t ideal. Pricing and billing based on time doesn’t allow you to capture the full value or risk of your work, and automation and increased efficiency could lead to an unintended consequence of reducing firm fees. Even worse, your people don’t love being measured on time. Yikes! While changing this fundamental business-model construct can seem overwhelming, it IS DO-ABLE when you enroll your PEOPLE — the most important factor.
In this workshop, we’ll examine the four “P” elements needed to make the gradual, but definite, move away from the outdated time-based paradigm and move toward a truly results-based model.
Designed for: Managing Partners, C-Suite, Human Resources and Talent Leaders and/or Service Line or Practice Leaders.
Learning Objectives
- Identify the four Ps of a new-school firm performance model that reduces your dependence on time
- List alternative results-based measures that provide options to using the traditional Maister model
- Recognize pricing strategies that capture value and risk, and increase your capacity to serve clients, speed cash flow, and develop talent
- Indicate critical talent-forward strategies to increase team engagement, influence practice profitability, and enhance the success of the firm
- Distinguish project management ideas to drive the right kind of activities that will sustain and grow the practice
Leave this workshop with concrete ideas to shift your culture, change the way clients think about your value, and identify new strategic priorities to inspire, empower, and retain your talent, providing a bright future for your firm.
Tamera Loerzel
Partner
ConvergenceCoaching
Meet Tamera
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Tamera Loerzel is a partner of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping leaders achieve success. Tamera is committed to help her clients capitalize on opportunities to transform their practices and businesses on a foundation of unity and trust in their leadership teams through retreat facilitation and strategic planning, in-person and virtual leadership training programs, and individual coaching. Prior to ConvergenceCoaching, Tamera managed the BDO USA Minneapolis consulting group and implemented their middle market financial software service methodology and the customer relationship management software her team used to manage their sales, marketing, and customer support processes. In addition to her local responsibilities, she directed the national sales and marketing efforts of the package solutions group at BDO. Prior to BDO, Tamera acted as the National Sales Manager for State of the Art, Inc. (now known as Sage Software, Inc.), where she was responsible for financial systems sales, CPA programs, marketing communications and recruitment, and channel communications. Tamera is committed to giving back to the accounting profession through volunteerism and is a founding member of The CPA Consultants’ Alliance. Tamera is a member of the Minnesota Chapter of Sales and Marketing Executives, Toastmasters, the national and local chapters of the Association for Accounting Marketing (AAM), and the Association for Accounting Administration (AAA). Tamera served on the planning committees for the AICPA Practitioners Symposium and AICPA TECH Conference and has served as Chair for Information Technology Alliance (ITA) Fall Collaboratives. Tamera is a frequent facilitator, speaker, teacher, and coach and has written articles for several state and national CPA publications and associations, such as the CPA Insider, The Progressive Accountant, AAM Minute, MNCPA Footnote, WSCPA’s The Washington CPA, and MSI Global’s Smarter Practices on the topics of employee engagement, sales and marketing, leadership, and succession planning. Tamera regularly practices yoga to reenergize, enjoys cycling and running, and relishes vacationing and spending time with her husband, three children, and grandchildren. |
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CPE Information
- CPE: Up to 8 credits
- Level: Intermediate
- Prerequisites: Experience managing teams and developing pricing and sales strategies.
- Advanced Prep: TBD
- Format: Group/Live
AGN International – Americas, LLC is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)
Questions and comments can be directed to AGN Programs Manager Misean Reed.