Talent Acquisition and Retention with Whitman Business Advisors

Date: Wednesday, August 21, 2019
Time: 12:00 PM ET / 11:00 AM CT / 10:00 AM MT / 09:00 AM PT [Prevailing Time]
Presenter(s): Rick Fisher and Joseph Gilchrist, Whitman Business Advisors
Objective(s):
Discuss some trends and tips in talent acquisition and retention related to the CPA firm environment.
Field of Study: Personnel/HR
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

Discuss some trends and tips in talent acquisition and retention related to the CPA firm environment. We will cover topics such as:

Recruiting
• What is the “recruitment cycle”?
• What is “full-cycle recruiting”?
• When does the recruiting process begin?
• What are the steps of the recruitment process?
• Utilizing LinkedIn recruiter and AI
• Why is recruitment so important for new and existing companies?
• What are the common types of recruiting challenges that organizations face?
• What is the role of the hiring manager and how to work efficiently together?
• How to keep deals moving forward?
• How do recruitment agencies work?
• How does WBA differ from typical recruitment firm?
• Why outsource to WBA?
• What are some recruiting tools to make my process more efficient?
• What are methods to bring on new clients and job orders?
• How to stay “closest to the money”?
• What is the best ways to raise your close ratio on deals?

Retention
• Develop a strong onboarding policy
• Create a culture of learning
• Develop a diversified organization
• Tuition reimbursement/assistance for credentials
• Formalized programs/practices for succession planning
• Personal development/stress management workshops, seminars or classes
• Employee Assistance Programs
• Fully or partially paid parental leave for birth or adoption of a child
• Financial education workshops, seminars or classes
• Better talent development practices and more inclusive career choices
• Female representation and the path to partnerships
• Unlimited PTO
• Flexible or remote work practices
• Summer Fridays
• Dress for your day policy
• Staff committees
• Employee engagement surveys

Presenter and Moderator Bios
Rick Fisher was the Partner-in-Charge of a top twenty CPA firm for over thirty years. Rick is a CPA, and a SHRM-SCP with over forty years of diversified experience in accounting, finance and human resources. During that period, Rick had a unique combination of responsibilities including recruiting, mentoring, compensation strategies, development of personnel policies, staff scheduling, and budgeting including long range strategic planning. Rick was the plan administrator of the firm’s 401(K) retirement plan, profit-sharing plan and insurance programs. Rick was recognized as the Penn State University, Smeal College of Business Accounting Department Distinguished Alumnus of the Year in 2014.

Joseph Gilchrist specializes in the placement of CPA and Accounting professionals. His background has allowed him to understand the full life cycle recruitment process as well as the technical and professional requirements for these positions. Joseph spent one year with the ADP honing his sales skills but realized very quickly that?recruitment was his real passion. He spent the next two years with a? Global Recruitment Organization where he reached the Senior Consultant level.? He was instrumental in?building a small certified?public accounting recruitment team and establishing a niche for?himself in this market. In his spare time Joseph enjoys spending time with friends, playing sports or hiking and relaxing with family.

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

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.