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Pre-Conference Session III

December 13, 2017, 3:45pm–4:45pm


Firm of the Future

Beyond Compliance - The Future of Consulting Services

Presented by Gale Crosley, Gary Shamis, David Kottler, & Richard Kopelman

Pricing, technology and competitive pressures continue to impact profit and growth in our core services. The most forward-thinking leaders in our profession know this, and are quickly moving beyond compliance services to non-traditional consulting. Join us as this thought-provoking panel of leaders explores what and how firms are reinventing business models, infusing innovative new services into the mix, and competing in new markets outside of audit and tax compliance.

Executive Level Marketing Track

Innovation Workshop Part III: Understanding What Innovation is Happening

Presented by Katie Tolin

Innovation is a hot topic in this industry, but who is innovating what? And how? In this session, we'll talk about the types of innovation occurring: disruptive, entirely new, and new to a firm (pros/cons of each). What does the process of innovation look like and how are firms adopting it to work for them? This session will include heavy discussion with peer-to-peer sharing of what they have innovated – both successes and failures.

Business Development Track

Leading Up: Nine Behaviors for Managing and Moving Up

Presented by Lee Eisenstaedt

Nine Behaviors For Managing and Moving Up Did you know that 40%-50% of leaders fail, quit or are pushed out within the first 18 months in their jobs? If you want to be successful as a business developer, sales person, manager, partner or leader, there are nine behaviors you need to aware of and adopt. They are key to moving your agenda forward and making a bigger impact, sooner. Failure to respect them can derail your career. This interactive session will be led by Lee Eisenstaedt, author of the Amazon best seller Being A Leader With Courage. Lee will emphasize tools that you can apply immediately after the session. In addition to learning about the nine behaviors of effective leaders with courage, by attending this session, you will: · Self-assess your leadership and listening skills; · Be introduced to a tool that will help you decide which of five decision making styles is most appropriate for a situation; · Learn three simple questions to ask if you want to be a better leader; · And more!