Southern California Chapter

Taking Your Firm from Ordinary to Extraordinary

Published March 2, 2016
Strategies to Make an Immediate Impact

The profession is constantly facing significant change. Foremost in the process is a shift to focus energy and resources on the dreams, goals and desires of Generation X and Millennial team members and clients. Firms who recognize this shift and begin driving cultural change stand the best chance of remaining relevant, competitive and sustainable.

As an HR professional, your job is to elevate your firm’s success through its people and lead your firm through initiatives including building a diverse workforce, competing for top talent, and preparing younger generations to fill the shows of leadership.

In this highly interactive full-day course attended by some of the brightest HR professionals in the business, we’ll explore a range of attendee-determined topics including:

  • Learning how a strong culture is the best competitive advantage your firm can have
  • Learning how to create a culture where potential employees will seek out your firm for employment
  • Learning how the morale of your organization dictates the profitability and all other aspects of your organization
  • Learning how to retain good employees without income and benefits being the primary factor
  • Learning to cut through politics and place everyone on a level playing field
  • Learning how to lead different cultures in multiple offices
  • Learning the impact your firm’s culture has on how the employees lead and how this impacts your firm’s place in the market
  • Learning best practices and mistakes from other firms and how to apply both to create a strong culture
  • Learning how a strong culture reduces recruiting costs, marketing costs and lost production
  • Learning and developing the starting point at which to take your culture to the next level

Attendees will leave this day-long working session with concrete strategies and ideas, and a number of new HR connections to engage candidates and existing team members and take your human capital program to the next level with an immediate impact.

The 2016 Human Capital Forum, presented by CPAFMA and PCPS, will feature Dr. Rick Grandinetti of Succeed Inside the Box.

Agenda

Sunday, June 26, 2016

6:30 pm – 8:00 pm
Networking Reception at the Hyatt Regency Baltimore

Monday, June 27, 2016

8:15 am - 9:00 am                            
Registration and Networking Breakfast

9:00 am – 9:10 am
Welcome & Program Overview
Yasmine El-Ramly, CPA, CGMA, CITP, Senior Technical Manager, Firm Services & Global Alliances, AICPA and Sharon Trabbic, AAAPM, Chief Operating Officer, William Vaughan Company and CPAFMA Director of Education

9:10 am – 10:00 am
Human Capital Updates
Mark Koziel, CPA, CGMA, Vice President, Firm Services & Global Alliances, AICPA

10:00 am – 12:00 pm
Taking Your Firm from Ordinary to Extraordinary
Presentation including interactive discussions and activities
Dr. Rick Grandinetti, Succeed Inside the Box

12:00 pm – 12:45 pm
Lunch with Discussions

12:45 pm – 1:30 pm
Becoming the Firm of the Future
Presentation by a member firm who has taken their human capital to the next level

1:30 pm – 4:45 pm
Taking Your Firm from Ordinary to Extraordinary
Presentation including interactive discussions and activities
Dr. Rick Grandinetti, Succeed Inside the Box

4:45 pm – 5:00 pm
Wrap-Up and Conclusion

For more information or to register, click here.