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VIRTUAL CONFERENCE SERIES: SCHEDULE
2011 Virtual Conference Series Live Video Webcasts
May.....Making the Most of Your Firm's Marketing & BD Talent
June.... IT Strategy & Vision - What Partners Need to Know
July..... How to Keep Them Awake, Engaged, and Inspired
Aug.....The True Collaborative Team
Sept....Selling Made Easy: The CPA Edition
Oct...... Interrelationship of Strategy, Governance and Compensation
Nov..... 7 Skills Every Supervisor Needs
"Making the Most of Your Firm's Marketing
& Business Development Talent"
May 25, 2010 at 11:00 a.m. EST | Replay at 3:00 p.m.
June 17 at 11:00 a.m. EST New Date Added!
Presented by Sarah Johnson and Art Kuesel of PDI Global, Inc.
Subscriber Price: Included [Subscribe]
Individual Webcast Price: $129 [Register for 5/25] [Register for 6/17]
(unlimited number of participants per connection)
Now more than ever, you need to be sure that your investment in marketing and business development is producing a measurable ROI. Whether you have an experienced marketing/business development department or are just now considering adding resources -structuring this business function to achieve the best results can be a challenge. Former CPA firm marketing directors themselves, Art and Sarah will share ideas, insights and practical advice on how to best utilize and organize your firm's talent. Regardless of the stage of your marketing program, you'll walk away with actionable tips to move your firm forward including:
What does an effective marketing and business development function look like?
Allocating resources to achieve both short and long term goals
Hiring the right marketing and sales talent to achieve your objectives
Building a culture that embraces & supports marketing and business development
"IT Strategy & Vision - What Partners Need to Know"
June 16 at 11:00 a.m. EST | Replay at 3:00 p.m.
Presented by Gary Boomer of Boomer Consulting and
Randy Johnston of Network Management Group, Inc.
Subscriber Price: Included [Subscribe]
Individual Webcast Price: $129 [Register for 11:00] [Register for 3:00]
(unlimited number of participants per connection)
In information-based industries, such as public accounting, technology has arguably become the backbone of the operational structure. While the day-to-day issues belong to your IT team, firm leadership needs to be deeply involved in the strategic direction (not to mention budgetary funding) of the firm's technology. Join Gary and Randy as they guide you through some of the newest options available, such as virtualization in the cloud, while helping you to answer some key questions on: IT leadership, setting priorities, budgeting, technical requirements and more.
"Stop Boring Your Audience:
How to Keep Them Awake, Engaged, and Inspired"
July 14, 2010 at 11:00 a.m. EST | Replay at 3:00 p.m.
Presented by Rebecca Ryan of Next Generation Consulting and
Geni Whitehouse, author of How to Make a Boring Subject Interesting, and host of Even A Nerd Can Be Heard
Subscriber Price: Included [Subscribe]
Individual Webcast Price: $129 [Register for 11:00] [Register for 3:00]
(unlimited number of participants per connection)
You're pitching a client, speaking at your local Rotary Club, or presenting at the next State of the Firm meeting. How do you make sure you WOW them with your presentation? In this webcast, Rebecca Ryan and Geni Whitehouse share the tried-and-true techniques used by the world's greatest communicators, and offers a step-by-step process to make sure you deliver the right impact for every presentation you make. Because this session is participant-focused, you'll have plenty of time to ask Rebecca and Geni your specific questions and apply the principles to your specific situation.
"The True Collaborative Team:
Increasing Productivity and Efficiencies"
August 10, 2010 at 11:00 a.m. EST | Replay at 3:00 p.m.
Presented by Sandra Wiley of Boomer Consulting
Subscriber Price: Included [Subscribe]
Individual Webcast Price: $129 [Register for 11:00] [Register for 3:00]
(unlimited number of participants per connection)
Your firm of the future is going to be built on new technology, new processes and new regulations, so why do we assume that we will manage our team of professionals the same as we have in the past? Our team is changing and we need to understand that the biggest change is that of collaborative team building . Your ability to develop a team that works interdependently is imperative to your future success and productivity will inherently improve if you build a team that respects, enjoys and instinctively works together instead of working as rugged individualists. This session will not only help you understand the why but the how as you launch this initiative in your firm.
"Selling Made Easy: The CPA Edition "
September 16, 2010 at 11:00 a.m. EST | Replay at 3:00 p.m.
Presented by Gary Shamis of SS&G Financial Services and
Hal Becker, Nationally-Known Sales & Customer Service Expert
Subscriber Price: Included [Subscribe]
Individual Webcast Price: $129 [Register for 11:00] [Register for 3:00]
(unlimited number of participants per connection)
Few words put fear into the hearts of CPAS as much as the term (gasp!) SALES. We may call it practice development, networking, cross selling& no matter what the product, service or profession, the basic principles (and process) is the same. Join Gary Shamis as he interviews Hal Becker (who became Xerox's top national salesperson at the young age of 22) on how to stop sweating sales and instead embrace (and maybe even enjoy) the process. Their topics will include: goal setting, lead generation, asking questions and effectively listening to answers, dealing with objections, closing and more!
"The Interrelationship of Strategy, Governance and Compensation "
October 18, 2010 at 11:00 a.m. EST | Replay at 3:00 p.m.
Presented by Allan Koltin of PDI Global, Inc.
Subscriber Price: Included [Subscribe]
Individual Webcast Price: $129 [Register for 11:00] [Register for 3:00]
(unlimited number of participants per connection)
Talk to a firm about its strategic firm and they'll show you a copy of it. Ask a firm about their governance and they'll give you an organizational chart. Ask about compensation and they'll point to a paragraph in the partnership agreement. While each of these items is of major significance to a firm's success, where is it that all three are integrated and supportive of each other? In this Advisory Board Webcast, Allan will share best practices on how firms not only dissect each of these critical items, but also unify them - thus increasing their probability for success.
"Employees Leave Managers, Not Firms:
7 Skills Every Supervisor Needs "
November 16, 2010 at 11:00 a.m. EST | Replay at 3:00 p.m.
Presented by Rebecca Ryan of Next Generation Consulting
Subscriber Price: Included [Subscribe]
Individual Webcast Price: $129 [Register for 11:00] [Register for 3:00]
(unlimited number of participants per connection)
You've heard the expression, Employees don't leave firms; they leave their managers. But great managers aren't fair and they're not always nice. Great managers do things differently. Based on research with over 100,000 employees, this webcast will teach you:
The four uncommon things that all great managers do;
The real value - in dollars - of great managers; and
How great managers and leaders overcome the most common team dysfunctions
This information-packed session is a can't-miss for firm leaders, HR directors, and managers who want to hang onto their best talent, and provide excellent client service!
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The Advisory Board
Virtual Conference Series
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