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A members only PODcast archive of this seminar is now available. Click here to order!
Date: Wednesday, November 18, 2009 Time: 11:00 AM ET / 10:00 AM CT / 09:00 AM MT / 08:00 AM PT [Prevailing Time] Presenter(s): Jennifer Wilson, Co-Founder & Partner - ConvergenceCoaching, LLC Objective: Explore various methods for managing your firm in this uncertain economy. This MAPCast is intended for partners, firm administrators and HR professionals charged with retaining talent, the financial performance and strategic planning for your firm. Field of Study: Business Management and Organization Program Level: Basic CPE Credit: 1 Credit Hour
No advanced preparation or prerequisites are required for this course.
This MAPCast will look at ways to right-size your capacity, aligning the work load you anticipate in the coming months. It will address:
• returning to the basics of finance and marketing management strategies
• various right sizings options including mandatory no overtime, reduced work weeks, and staff reductions
• communication strategies around each of these options
• strategies to retain your best and brightest during this period of uncertainty
• motivating your team to do what they can to contribute to the firm's health and success
Jennifer Wilson is co-founder and partner of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping CPA and IT firms achieve success by helping themdevelop and implement leadership, succession, marketing, and training and development plans. Jennifer’s ultimate goal is to make a transformational difference in the lives of her clients and in their businesses.
Named to Accounting Today’s 100 Most Influential People in Accounting list and one of Accounting Technology magazine’s Technology Stars, Jennifer has worked in both the public accounting and IT sectors before co-founding ConvergenceCoaching, LLC.
As a partner for the top ten accounting firm, BDO Seidman, LLP, Jennifer ran the National Financial Solutions Group practice with nearly 100 consultants providing financial systems selection, implementation, and support services to clients. Prior to BDO Seidman, Jennifer was Vice President of Sales and Customer Services for State Of The Art, Inc. (now known as Sage Software, Inc.) where she was responsible for the publicly-traded software publisher’s marketing, sales, education, and customer services functions. Instrumental in implementing the company’s highly successful CPA marketing programs, Jennifer assisted in recruiting tens of thousands of CPAs to State Of The Art.
Jennifer is a member of the Association for Accounting Administration (AAA), Association for Accounting Marketing (AAM), American Marketing Association, and International Coach Federation. She is a past Board member and among the founding members of the Information Technology Alliance (ITA) and has been both Chair and member of the planning committee for the AICPA TECH Conference. Jennifer is an active volunteer in the profession and currently serves on the Education Committee for AAM and as a member of the Bill.com Advisory Board.
Jennifer is also a member of the New Horizon Group, a forum for leading consultants to the accounting profession. She serves on the editorial advisory board and is a regular guest columnist for Accounting Today with many recently published articles on leadership, management, and sales.
She is a nationally recognized speaker, teacher, and facilitator delivering leadership and marketing programs to accounting and technology associations, state societies, and firms on a regular basis.
$25.00 for AAA Members / $40.00 for Non-Members
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