Engaging Talent

Date: Thursday, October 04, 2018
Time: 12:00 PM ET / 11:00 AM CT / 10:00 AM MT / 09:00 AM PT [Prevailing Time]
Presenter(s): Jeremy S. Wortman, PhD, HRD Initiatives
Objective: Engaging talent will provide information on how to get employees fully committed to your firm and working effectively together.
Field of Study: Personnel/Human Resources
Program Level: Basic
CPE Credit: 1 Credit Hour

Please watch at least the first two sessions of this series before this 60-minute course.
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Course Description
During this 60-minute session, participants will learn how to build effective teams, instill conflict resolution initiatives, how to effective develop and use rewards and recognition programs, how to create leadership expectations, and build effective leaders.

Topics of discussion include:

Investing in effective team building workshops; Building your firm’s Emotional Intelligence; How to manage conflict; Creating a leadership expectations model; Rewards and recognition program that drive performance; Building effective leaders;

Presenter Bio(s)
With a strong passion for, and a commitment to, the positive development of individuals and organizations, Jeremy Wortman is the Owner of HRD Initiatives which specializes in Organizational Development and Talent Management Solutions. In this capacity he works with client partners’ executive teams in determining talent management strategies, building leadership talent, the implementation of relevant solutions and the coaching of individual leaders.

Wortman has over seventeen years of experience in organization and leadership development with a significant amount of his time, early in his career, at TD Ameritrade where he was the Director of Organizational Effectiveness. There he was responsible for enterprise-wide talent management initiatives as well as partnering with senior executives across the organization to determine business unit and department-level talent management strategies, needs, and solutions that drive their performance goals. He has extensive knowledge of organizational psychology and has had great success in developing strategies and programs that build better individuals and organizations using a strengths-based approach.

Wortman has also focused his expertise within the accounting profession since 2004. He is a frequent speaker at various Regional, National and International conferences on the topics of Ethical Decision-Making, Leadership Development and Talent Management. As a consultant to the profession his clients include a range of small firms to the top ten largest in the United States, many of whom are found on the Accounting Today’s Best Firms to Work for list.

Wortman attended the University of Nebraska where he earned his Ph.D. in Organizational Behavior, Leadership and Organizational Development as well as a Masters in Business Administration. His undergraduate degrees are in Economics and Human Resources. He is a member of the American Psychological Association, the Society of Industrial and Organizational Psychology, and the Academy of Management. He is also active in his local community as the former President for the Young Alumni Board for the College of Business Administration at the University of Nebraska where he has also been an adjunct professor since 1999.

$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

This mapcast is part of the following series:

Audit Your Firm's Talent Management Efforts and Create a Plan of Action
This is a series of seven sessions packed with talent management strategies any firm manager can use. Each session will be presented by Jeremy Wortman - Owner of HRD Initiatives - a specialist in organization development and talent management solutions. Sessions 1 and 2 are core sessions for this series. If you miss either one, you will want to watch the recordings before the next session. Anyone registering for the full series after the series start will receive links to the recordings for the past sessions. •Session 1: What is Talent Management and Why is it Important to an Accounting Firm? 9/17/18 •Session 2: Explore the Primary Tool You Need to Effectively Execute Your Firm's Talent Management Plan 9/19/18 •Session 3: Talent Acquisition - How to Hire the Right Person Who is Both a Technical AND Cultural Fit 9/24/18 •Session 4: Engaging Talent - How to Get Employees Fully Committed to Your Firm and Working Effectively Together 10/4/18 •Session 5: Building Talent - Helping Employees Identify their Unique Contribution to the Firm 10/26/18 •Session 6: Leveraging Talent - The Implementation of Firm-wide Initiatives to Build the Firm's Future Leaders 11/2/18 •Session 7: Retaining Talent - Engaging in Activities that Help Keep Your Talented Employees 11/13/18

The entire series can be purchased at a discount for:
$95.00 for Members / $145.00 for Non-Members / Free for PAFMS

Delivery System

  • All programs will be delivered using Zoom. Participants must call the toll-free conference phone number to access the audio portion of the presentation. Participants’ phone lines are automatically muted upon connection to the call.
  • All participants should have Internet access and be in a private setting. For more than one participant per participant location, a quiet conference room with a large monitor/screen and speaker phone is suggested.
  • There will be assistance available to assist with procedural, downloading or connection issues 5 minutes prior to the start of the presentation.