Strategies For T&D Professionals to Demonstrate Value

Date: Thursday, February 22, 2024
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenters: Guy Gage, LPC, Partners Coach, Inc., Susan Stutzel, CPA, Partners Coach, Inc.
Moderator:
Objective(s):
Understand the challenges of introducing a new role in an existing firm structure.
Learn three strategies that will show the impact of L&D initiatives.
Hear from others about their experiences in filling the L&D role in their firm.
Field of Study: Personnel/Human Resources
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

Firm leaders are facing challenges in accelerating the development of their workforce due to a new generation of workers and the increasing complexity of work. This has led to the recognition of the need for dedicated professionals to organize and coordinate a learning environment for their employees. Some firms have distributed this role to existing positions, while others have hired dedicated Learning and Development (L&D) professionals. With this expanded role, those leaders are left to evaluate the effectiveness of this new responsibility. How will value be established? How will success be measured? This presentation will delve into the role of L&D professionals and how they can demonstrate their contributions to the firm's health and growth. We will discuss the importance of clear expectations and accurate measures, while fitting into the firm’s existing rhythms and cycles. In addition, we will hear of the experiences of others in the position to provide a broad understanding of how to showcase value.

Presenter and Moderator Bios

Presenter: Guy Gage, LPC, Partners Coach, Inc.

Guy Gage, MA, LPC, is a licensed counselor, with an emphasis on human performance improvement. He has trained, coached and consulted with CPAs for over 25 years, guiding them to increase their effectiveness and career satisfaction.

Along the way, Guy spent almost 8 years in a 4-office accounting firm, which gives him a realistic understanding of what it’s like inside a CPA firm. He quotes, “Before I joined the firm, I had all kinds of easy solutions to firm problems. Now, I appreciate the complexity of the issues firm leaders face. It’s not as easy as I thought.” Using his knowledge of human behavior and motivation, his programs and consulting deal effectively with the hard concerns that leaders face.

Presenter: Susan Stutzel, CPA, Partners Coach, Inc.

Susan Stutzel, CPA, joined the PartnersCoach® team in 2019 and has contributed greatly to the firm’s coaching and training programs. She launched her career in a national firm as a young accountant. After a few years, she took advantage of working in a small, family-owned business, and then for a Fortune 500 company.

Being in the private sector made her aware of her love of public accounting and joined a small regional firm, serving clients and growing the firm. Her real love was training and mentoring staff, which led her to obtain an Executive Coaching certificate. She is a perfect fit for what PartnersCoach is all about.

Cost
$35.00 for CPAFMA Members / $80.00 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.

What is an CPAFMA MAPCast?
An CPAFMA MAPCast is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA MAPCast?
Your MAPCast will have one or more speakers who are recognized experts on the topic. MAPCasts typically include a Q&A session; you can ask questions by audio or chat options.

CPE Credits
CPAFMA 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.

MAPCasts with an HR focus have been approved for recertification credit hours toward PHR and SPHR recertification through the Human Resources Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org. 

MAPCasts qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA MAPCasts?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA MAPCasts are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for MAPCasts. PCPS members should indicate their membership when registering.