Market Trends and the Impact to Your Firm

Market Trends and the Impact to Your Firm
2:00 PM - 3:30 PM ET
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1.5 hrs CPE/CPD in BMO

Program Level: Basic

Market Trends and the Impact to Your Firm as You Move Through COVID-19

The pandemic is causing us all to shift how we operate and change our day-to-day operations. But how does what you’re doing in emergency mode tie to your firm’s long-term planning? It’s our job as leaders to stay abreast of the changes that will have the biggest impact on our firm, team and clients. When we anticipate the hard and soft trends ahead, we can develop strategies to lead our team to capitalize on those changes.

Learning Objectives

  • The most important trends in three areas – Talent, Technology and Client Experience – paired with insight on how firms are anticipating and addressing them
  • Strategies for prioritizing your firm’s efforts in each of the three areas to facilitate real change and prevent overwhelm
  • The role of flexibility in these current times as it relates to your long-term planning, and how to be nimble when change is warranted 
Speaker Bios         

Tamera Loerzel

ConvergenceCoaching, LLC
Tamera Loerzel is a partner of ConvergenceCoaching LLC, a national consulting firm that helps leaders achieve success. Tamera is a frequent speaker, teacher, and facilitator and has written articles for several state and national CPA publications. Named as one of AICPA / CPA Practice Advisor’s Most Powerful Women in Accounting ,Tamera is a founding member of The CPA Consultants’ Alliance and is a member of the Minnesota Chapter of Sales and Marketing Executives, the Association for Accounting Administration (AAA), Toastmasters, and the Association for Accounting Marketing (AAM). 

Renee Moelders
ConvergenceCoaching, LLC
Renee is a partner of ConvergenceCoaching, LLC, a national consulting firm that helps leaders achieve success. She brings many years of experience to her role from working with a number of CPA Firms around the country as a Firm Administrator. Renee is a frequent speaker and writer on topics impacting CPA firm leaders and offers practical strategies for improvement and change.   
7/21/2020 2:00 PM - 3:30 PM
Online registration not available.

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