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Concurrent Session I

January 24, 2019, 4:00pm–5:15pm

Talent Track

The Business Transformation Playbook - Playing Through the Line

Presented by Arianna Campbell

How can firms build on their existing success by offering new, higher value services for clients? In this session, we’ll discuss the rapid technology evolution that is automating many of the traditional core services in the profession. We’ll also show you how to meet the changing demands of clients and build upon the compliance and transactional services your clients need to provide the proactive advice they really want and value. Learn how to move up the value chain.

Technology Track

Growth Opportunities Your Probably Never Considered

Presented by Gale Crosley, David Kottler, Bill Hagaman, & Matt Armanino

Join growth consultant Gale Crosley and her panel of forward thinking leaders as they share some of their best ideas across an array of growth-related topics.

Growth/Mergers & Acquisitions Track

Lateral Talent Acquisition

Presented by Allan Koltin, Andy Armanino, Michael Breit, & Philip Holthouse

Whether it be finding a rainmaker, a service line and/or industry leader, or just a great client service or technical partner, free agency (recruitment of experienced lateral talent) is quickly becoming one of the profession’s top strategies for successful growth. In this session, CEO’s from some of the country’s most successful firms will share their first hand experiences in how they have successfully recruited lateral talent into their firm.

Executive Level Marketing Track

CX for Modern CPA Firms: A Peek Into the 'Machine' Creating Next Generation Value for Clients

Presented by Steven Keith

The client experience (CX) may seem complex and confusing. It doesn’t need to be. Using stories from E&Y, KPMG, Deloitte, RSM and the AICPA, the CX process will be simplified. You’ll learn how the lessons and approach from the big firms can supply you with knowledge and ideas to make CX a manageable competitive differentiator. The CX framework will be laid out so you can begin working toward it. Step-by-step instructions and helpful anecdotes that you can put to week immediately will be shared. Attendees will also receive down-to-earth digital manuals and simplified resources geared to help you begin to take action in your firm, on your own terms and timelines.

Business Development Track

How Well Do You Really Know Your Business Development Professionals?

Presented by Rick Lochner

Psychometric Assessments have been a mainstay in the recruiting arena for decades, but they haven’t always been used to their optimal capacity. In this interactive session, participants will learn the dos, and don’ts, of leveraging assessments to hire the best BD talent available. They will also understand how to best leverage these valuable tools to effectively manage their existing BD professionals to support their goals and growth success. All participants will leave the workshop with tools they can immediately put into practice in their organizations and will have the opportunity to complete a complimentary assessment to reinforce the value they bring to effective leadership!