Executive Leadership

AGN Executive Leadership Webinar Series

COST: FREE

Webinar 1: Watch the archive here.  
Webinar 2: Tuesday, October 20 | 2:00 - 3:00 pm ET | Add to calendar
Webinar 3: Tuesday, December 1 | 2:00 - 3:00 pm ET | Add to calendar 


 
 
The A-Z's of Advisory Growth: A Blueprint for Transitioning your Firm from Compliance to Advisory
Untitled Document

The ROI of Advisory IS worth it, but if you’re following the same methodical approach to develop advisory services that you use to develop your compliance services - you may never realize it. Our panel of experts will share proof of the ROI’s of advisory, how to inspire your partners/shareholders around a new vision of your firm, and provide a framework for how you can fast-track the development of your advisory platform. We invite you to engage your top performers, your shareholders, and your clients in this provoking three-part Executive Leadership Workshop. We will inspire and educate you and your team to design a unique-to-you framework that will break the cycle of incremental advisory results and transform advisory services from an aspirational goal to actionable reality. 

Learning Objectives

  • Establishing what the vision for Advisory services represents for your current and future firm.
  • Gain critical alignment with senior leadership about the strategic importance of growing an advisory practice.
  • Discover the critical success factors to win in advisory - People, Product, Process, Purpose.
  • How to apply the Run Improve Grow change management to lead your firm through this transformation (quick tip ... sparking your top performers rather than waiting for buy-in from all).
  • "Einstein 55", your team will define the leading problems and barriers your firm needs to be solves and removed - before you develop the solutions.
Speaker Bios         
Ray Attiayh 
Chief Innovation Officer & Author, Run Improve Grow
Clark Schaefer Hackett 
Ray Attiyah is the son of a math teacher and home maker, born second of 8 children. He learned the importance of responsibility and efficiency early in life when he was asked to manage the family checkbook and budget at the age of 7. In his family every interaction and experience was centered on education which fostered him to become a life-long learner. Ray is passionate about teaching/training, whether it is teaching his three young girls the principles of math or soccer, MBA students as an adjunct professor at Xavier University, or advising entrepreneurs about their start-ups. 

Inspired by his desire to train and seek break through improvements Ray founded Definity Partners (formerly Midwest Manufacturing Solutions/MMS) in 1996 and is currently the Chief Innovation Officer. Ray is also an accomplished author having written several articles for various industry journals and having launched his first book in March of 2013 entitled The Fearless Front Line: The Key to Liberating Leaders to Improve and Grow Their Business. His book was later updated and reprinted under the title Run Improve Grow which defines his proven method of creating organizational excellence by developing people and driving improvement. 

As Ray works with companies today he brings with him his own unique brand of consulting and education emphasizing fearlessness through the front line while empowering all leaders to focus on improvement and growth. 

Micah Zender 
Innovation Consultant
Micah Zender is a 6th generation designer, 2nd generation researcher, and 1st generation innovator. Over the last twenty years, his work has been recognized by industry associations of various sizes, including the Smithsonian Institute. He has lectured on design, technology, and innovation throughout the United States, Europe, Middle East, and Asia. Micah taught at the University of Cincinnati’s College of Design Architecture Art and Planning (DAAP) for 6 years, instructing students who later went on to work for the biggest names in technology and consumer products. 

Micah’s a firm believer in the power that design and innovation can have on an organization, and has used his skills to help companies generate 100’s of millions in new revenue. His passion is centered around helping organizations identify, create, and launch breakthrough products - while growing their internal innovation and entrepreneurial systems. 

Micah holds a BFA in Graphic Design from the University of the Arts in Philadelphia, continues to evolve as a spouse and parent of 3 children, aspires to be a fine woodworker, and is known to apply his design and innovation skills within his garden. 

Jon Horn, MBA, SHRM-SCP 
Chief Talent Officer
Clark Schaefer Hackett

As Clark Schaefer Hackett’s Chief Human Resource Officer, Jonathon Horn provides strategic direction and oversight for all areas of HR within the firm, including learning and development, compensation and benefits, regulatory compliance, and policies and procedures. He has also led the implementation of CSH’s strategic plan, specifically in the areas of firm culture and maximizing career opportunities for all employees.

Jon directed his own private management consulting practice for five years, has held leadership roles in the accounting and manufacturing industries, and was a decorated military officer. He has extensive experience presenting at industry conferences and to trade groups. Jon was recognized as one of the Dayton Business Journal’s “40 Under Forty” outstanding business leaders in 2004.

Jon graduated from the United States Air Force Academy and earned an MBA from the University of Nebraska with a focus in international business and organizational behavior.

Beth Harvey
Strategic Talent Management Consultant 
Clark Schaefer Hackett CPAs Advisors 
As a Strategic Talent Management Consultant for Clark Schaefer Hackett, Beth Harvey provides ongoing needs assessment for the firm’s clients, and works to ensure leaders are supported in building sustainable talent pipelines. Beth also curates the strategic talent needs of CSH.
Continuing Education Information (CPE/CPD)

Canadian Members: you may submit your CPE certificate to your Provincial Institute to qualify for CPD. 

Learning Objectives:  The overall objective of this Executive Leadership Workshop is to provide organizational learning processes that are collaborative and iterative so as to expand participants' knowledge in the critical areas of Personal Development, Practice Management, and Human Resources.

Prerequisites:  Anyone from the registered firm may attend the series.
Program Level:  Advanced
Advanced Preparation:  None
Delivery Type:  Group - Internet
CPE Credit / Field of Study:  3 hours CPE in Business Management and Organization
Registration:  Online at www.agn.org

Record Retention: 
 All CPE records are maintained in the AGN database for a minimum of five years
Compliance Resolution:  Contact AGN International - North America 
Ashleigh Lambert via email or phone her at 303-743-7880


AGN International - North America Inc. 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

AGN International - North America, Inc. is also registered with the Texas State Board of Public Accountancy.