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The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning

  • 08/27/2019
  • 11:00 AM - 12:00 PM


Registration is closed

How do we create the next generation of “Cherished Advisors” — the highly valued strategic partners whom your business clients rely on — given the lack of interest in a traditional path to leadership? The future growth of firms will depend on using technology to create new staffing and change management models that encourage team collaboration, mentorship and growth.

  1.  Recognize how automation can grow their practices
  2. Identify top technologies that can benefit their firms
  3. Leverage technology for generational planning and change management in order to recruit the best talent

Designed For: Senior Level Associate, Management, Partners, Firm Owners
Level: Basic
Instructor: Amy Vetter
Developer: AICPA
CPE Credits: 1
Area of Study: Business Management & Organization  1

Prerequisite: Base understanding of cloud technology and optional reading of Amy Vetter's book available on Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud

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3100 South Columbia Road
Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727

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