Fixing Feedback

Date: Tuesday, February 26, 2019
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter(s): Renee Moelders, Consultant, ConvergenceCoaching
Objective(s):
We will take a more programmatic look at the things firms can do to get feedback generating and flowing in the organization.
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.

Course Description

Firms are shifting to continuous growth and feedback in their quest to quickly grow and develop their people. To get there, you need feedback mechanisms that communicate when team members are on track and where they can improve. Unfortunately, most firms currently employ cumbersome and ineffective performance management systems that don’t produce the necessary feedback soon enough. In this one-hour MAPCast, CPAFMA and BDO Alliance will explore four strategies to “fix” your firm’s feedback programs, including:

• Ensuring the right owner is in place for each team member’s development
• Teaching your people the right ways to accept and deliver feedback
• Increasing feedback frequency and sharing quick and easy mechanisms that work
• Eliminating lengthy and ineffective appraisal tools and processes
• Leave this session armed with the knowledge required to overhaul your feedback processes and begin reaping the benefits immediately!

Presenter and Moderator Bios
Renee Moelders is a consultant with ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping leaders achieve success by working with them to develop and implement leadership, succession, human resources, and training and development plans.

Prior to joining ConvergenceCoaching, Renee was a Firm Administrator for Copeland Buhl & Company, PLLC, a medium-sized public accounting firm in the Minneapolis/St. Paul area. In her role as Firm Administrator, she was responsible for finance, operations, human resources and oversight of the administrative team. Over the course of her 20+ year career, Renee has worked for four different accounting firms around the country, exposing her to a variety of challenges in day-to-day operations as well as being instrumental in devising and executing long-term strategy. Renee has managed a variety of firm projects in the past including management and monitoring of the succession process as partners retire; developing and improving firm performance evaluation, career development and goal setting processes; software conversions and improvement in the firm’s utilization of computer systems and software; and development of dashboard financial reporting systems to help the organization focus on key metrics to move the organization forward. Because success in her prior Firm Administrator roles required Renee working closely with the Managing Partner and the partners to manage change, she is perfectly suited to her consulting role working closely with firm leaders within the ConvergenceCoaching client community.

For many years Renee has been an active member and leader in the CPA Firm Management Association. She served as the Vice President of the CPAFMA Minnesota Chapter, where she scheduled exciting and meaningful monthly programming for engaged participants. She also serves on the Planning Committee for the BDO Alliance HR Roundtable. Renee is a frequent speaker and writer on topics impacting CPA firm leaders and offers practical strategies for improvement and change. In her free time, she practices vinyasa yoga and enjoys walking, cooking for her husband and two kids, singing baritone in a women’s barbershop chorus, and reading.

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.