Employee Initiation - Turn Your Employee Orientation Process into a Powerful Retention Tool

Date: Thursday, June 29, 2006
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Sam Allred, CPA, Director of Upstream Academy
Objective(s):
Learn key principles, essential steps, and innovative ideas you can apply to turn your employee orientation process into a powerful retention tool.
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

With recruitment and retention of quality employees consistently topping surveys of firm leaders’ concerns, many in our profession are taking a hard look at everything they do that impacts their ability to attract and hang on to their best people. Although sometimes overlooked in planning and strategizing, new employee orientation processes should be one of the first things leaders examine in their battle to find and keep top talent.

Does your initiation process ensure that the first week on the job will be the best week of a new employee’s career? The unfortunate truth is that most new employee orientation is done at a mediocre level, and the tremendous capacity of this critical process to teach firm culture and build employee loyalty is lost. Join us for this important presentation and learn key principles, essential steps, and innovative ideas you can apply to turn your employee orientation process into a powerful retention tool.

Presenter and Moderator Bios
Sam Allred, CPA

Sam Allred is from Helena, Montana and is a Shareholder with Anderson ZurMuehlen & Co., P.C., a regional CPA and business consulting firm headquartered in Helena, Montana. AZ & Co. has 6 offices and 200 employees. Sam is also founder and a Director of Upstream Academy, an international association of CPA Firms. Sam was the central figure in the development of a consulting methodology now practiced by hundreds of CPA firms and consulting organizations around the country. Sam is also the founder of LeaderSkills Institute which develops professional leadership training lessons for firms to use in teaching their people important leadership skills. Sam is rapidly expanding his presence throughout the profession by teaching firm leaders how to successfully ensure the future success of their firms by following a proven process called Passing The Torch.

Strategic in his thinking, highly creative in his approach, intensely passionate and energetic describe Sam’s presentation style. His focus on processes gives attendees the roadmap they need to succeed, whatever the undertaking. He is known for cutting through to the basics of practical application in real-world environments.

Sam is an Upstream Academy Guide and currently delivers Management Presentations and workshops to leaders of CPA firms around the country. He speaks and writes extensively in the U.S. and abroad, creatively teaching CPAs to apply strategic thinking to issues facing CPA firms. Sam has been regularly included in Accounting Today as one of “The Top 100 Most Influential People in Accounting.”

His hobbies include fly fishing, golf, and spending time with his family. Sam and his wife Marlene have seven children.

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.