Agenda

DAY ONE

TOPICSPEAKERS

YOUR IMPACT MATTERS

Paul Dunn has revolutionized the meaning of “impact” in accounting firms for decades. In this workshop, Paul will show you exactly how you can ignite your team’s ability to take your firm to the next level. Using practical and easy-to-use methods, you will be able to bring more meaningful traction to your growth and progress as you upgrade your accounting business during the pandemic.

What You’ll Learn:

• Strategies to clearly connecting your operations to a particular significant outcome
• Strategies to foster self-accountability within your team
• Boost the quality of relationships between your firm and the existing clients
• Strategies to enhance your team’s collaboration, accelerate your business growth, and improve the quality of your work


Paul Dunn

Co-Founder, B1G1

LEAD YOUR FIRM & YOUR CLIENTS LIKE A CEO

Sia Kal has been teaching thousands of accountants on how to be the best CEO for their accounting business and the best trusted advisor to their business clients. Sia will walk you through the key business areas of your firm by clarifying objectives in each area and show you the methodologies to understand your firm’s business performance, accurately and efficiently. We will also go through how to apply the same methodologies to your business clients so you can also improve their business performance as their trusted advisor.

What You’ll Learn:

• Tracking and measuring your performance in the major key areas of your business: Your Systems & Processes, Managing Your Existing Clients, Your Team Development, Attracting New Clients, Your Product and Services
• An overall industry comparative analysis to see how your firm ranks in the industry and how you can significantly impact your overall business performance by making specific improvements in each key business area
• How to efficiently monitor each key business area to catch opportunities for improvement at the right time

SOLUTIONS TO IMMEDIATELY IMPROVE YOUR SYSTEMS & PROCESSES

One of the top experts in workflow management and creating efficiencies in your systems and processes, Ian Vacin, Co-Founder of Karbon, will walk you through the results of all the diagnostics done from the previous session to formulate practical solutions that can improve your systems and processes including your workflow.

What You’ll Learn:

• Solutions and best practices to get the most out of your current systems and processes
• How to reduce unnecessary steps and automate where it makes sense
• How to properly implement any changes to your workflow without disrupting your operations

MANAGE YOUR EXISTING CLIENTS LIKE A PRO: Part 1 (Diagnostic)

Sia Kal has personally helped hundreds of accounting firms implement strategies to better manage their existing clients. In this workshop, Sia will help you gain clarity on how you are really managing your clients. You will learn what metrics to use so you can measure your ability to serve your clients well. You will also complete a diagnostic exercise to discover your strengths and weaknesses. We will use this information in the next session to customize a solution that fits you best.

What You’ll Learn:

• Clarify the strengths and weaknesses of the way you manage your existing clients
• The reasons behind some of the common problems in managing clients
• How to implement a system to continuously gauge the quality of your client management

MANAGE YOUR EXISTING CLIENTS LIKE A PRO: Part 2 (Solutions)

Sia will walk you through the results of all the diagnostics done from the previous session to formulate practical solutions that can improve the quality of your client service from the inside out. This workshop focuses on using the right tools and strategies to impact your client experience and manage client relationships.

What You’ll Learn:

• How to use specific tools like 80/20 analysis, client classifications, surveys, and focus groups to plan an existing client management strategy
• Common solutions and best practices for managing your existing clients
• How to leverage your relationships with clients to add value to their business

YOUR IMPACT MATTERS

Paul Dunn has revolutionized the meaning of “impact” in accounting firms for decades. In this workshop, Paul will show you exactly how you can ignite your team’s ability to take your firm to the next level. Using practical and easy-to-use methods, you will be able to bring more meaningful traction to your growth and progress as you upgrade your accounting business during the pandemic.

What You’ll Learn:

• Strategies to clearly connecting your operations to a particular significant outcome
• Strategies to foster self-accountability within your team
• Boost the quality of relationships between your firm and the existing clients
• Strategies to enhance your team’s collaboration, accelerate your business growth, and improve the quality of your work

DAY TWO

TOPICSPEAKERS
EFFECTIVE MANAGEMENT TECHNIQUES

There are two types of management styles which has led to some firms growing and others losing business during the pandemic. In this workshop attendees discover which of the two management styles they are practicing in their firm and how to leverage or pivot their style of management to improve their business performance.

What You’ll Learn:

• How you can empower employees to make decisions without fear of being punished for mistakes
• How to develop young leaders
• How to encourage engaged managers
• How to build a culture of trust for employees as well as clients
• How to make training a priority in your firm
• How delegation and execution drive success in remote working environments

MEASURE & BOOST YOUR TEAM PERFORMANCE

Thomas Trunnell has been teaching professional organizations the effects of owner/employee lifestyle on KPI’s and has gotten the attention of business leaders who seek to dramatically improve their fiscal and team performance.  Thomas will walk you through a full comprehensive understanding of how health, psychology and wellness affects your team’s capabilities and performance, and how you can make the changes that will lead to victory for you and your firm.

What You’ll Learn:

• Sleep your way to the top: the psychology of sleep performance
• High Performance Habits: Creating change interpersonally, and how the benefits are exponential for a business’ KPIs
• Sustaining Success: How to sustain your success in the long term and enjoy the journey

DEVELOP YOUR TEAM LIKE A PRO

Over their careers, Shawn and Chris have been instrumental in helping more than 8000 accountants convert some of their core challenges into opportunities. In this workshop, Shawn and Chris will help you identify areas within your team that can be further developed to enhance your overall business performance. They will walk you through a step-by-step strategy that will produce a better team dynamic, enhances the roles and responsibilities of your team, and reduces the administrative tasks for your fee earners.

What You’ll Learn:

• How to measure your team’s performance as a single unit
• How to create a unified team culture with a vision for the future of the firm
• How to modify the current roles and responsibilities of your team to enhance performance

THE FUTURE OF YOUR FIRM’S MARKETING & SALES

In this workshop, Sia will walk you through a step-by-step diagnostic process to fully understand the marketing and sales gaps within your organization. You will gain a deep understanding of how those gaps impact the future of your firm and what steps to take to change the trajectory of your firm’s future.

What You’ll Learn:

• Clarify the strengths and weaknesses of your firm’s marketing and sales
• How to evaluate your current resources to understand your practical capabilities
• How to create a marketing and sales structure that dramatically improves your business performance

ETHICAL SALES SOLUTIONS: The New Rules of Marketing

Today’s marketplace has shifted, forcing accounting firms to form new patterns of engagement with their audiences which, for the next few months at least, present little to no opportunity for face to face interactions. How should your firm respond? How do you position your business for growth in a largely virtual business environment?
In this session, Hinge’s Lee Frederiksen, Ph.D. will discuss the evolving marketplace as a context for marketing techniques that suit the new rules of engagement. He will walk you through top- and middle-of-the-funnel techniques that you can start putting into action now that audiences are not only educating themselves but making crucial decisions based on information they find online.

What You’ll Learn:

• How the marketplace is changing
• What prospective clients really care about
• How to reposition yourself for a virtual world and why you must
• Which marketing techniques work best and why

ETHICAL MARKETING SOLUTIONS: The New Rules of Business Development

In this session, Hinge’s Lee Frederiksen, Ph.D., will walk you further to the tip of the funnel. Now that you’ve kept your audience engaged, how do you win their trust, and in so doing, their business? How do you earn that trust in a climate dominated by fear? What business development strategy will work when the stakes are higher than ever?
Lee will share 10 practical business development plays your team can begin implementing immediately to improve your business development process.

What You’ll Learn:

• How the business development game has changed
• The four pillars of trust and how to develop them
• BD techniques that work today