A strategy for strategic retreats

FromAccounting Today Podcast

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A strategy for strategic retreats

FromAccounting Today Podcast

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Length:

17 minutes

Released:

Jun 8, 2018

Format:

Podcast episode

Description

Too often, firms hold annual partner meetings – but don’t get anything out of them. CEO2CEO founder Dom Esposito shares tips for actually getting results.

Released:

Jun 8, 2018

Format:

Podcast episode

Titles in the series (100)

Accounting Today’s editors talk with thought leaders and changemakers from across the public accounting profession.

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It's time to prune your client base: Growth expert explains why it's critical to jettison your worst clients — and how to do it. by Accounting Today Podcast
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Fighting climate change through taxes: , global vice chair of tax at Big Four firm EY discusses tax-related trends highlighted by the recent COP 26 gathering, from carbon taxes to the tax incentives in recent and planned legislation around the world. by Accounting Today Podcast
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Staffing trends for 2022: of Vaco discusses the obstacles and opportunities facing those looking to hire accountants in the New Year. by Accounting Today Podcast
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Getting progressive with technology: , the leader of the FreshBooks Accounting Partner Program talks about how firms can leverage new technologies to improve their client experience. by Accounting Today Podcast
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Building a profitable firm: Looking for profitability? First you need to define what it means for you and your partners, and then you need to get past some all-too-common misconceptions, say , co-managing partners of CPA firm consultants Rosenberg Associates and co-authors of... by Accounting Today Podcast
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Brace yourselves for 2022: Industry expert Allan Koltin shares his expectations for the next 12 months in accounting by Accounting Today Podcast
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Sales tax issues for 2022: of Avalara shares the top issues sales and use tax issues for the coming year, starting with the unexpected large amount of money in state coffers. by Accounting Today Podcast
22 min listen
Private equity in accounting: of Whitman Business Advisors offers a primer on what the entry of PE money into the accounting profession means for firms. by Accounting Today Podcast
33 min listen
Auditing ESG reports on climate change and sustainability: , global assurance vice chair at EY, discusses how accounting firms can provide audit and assurance services to help companies with their ESG reporting and the formation of the new International Sustainability Standards Board. by Accounting Today Podcast
17 min listen
Taking partner comp to the next level: Partner compensation systems should be about much more than just divvying up the money, says of Axiom Consulting Partners — they should also be about achieving the firm's strategic goals. by Accounting Today Podcast
29 min listen
Issues in cannabis accounting: NACATPros' discusses the latest developments in the industry, and what accountants and tax pros who serve it need to know. by Accounting Today Podcast
24 min listen
A tax prep revolution?: , chief tax information officer of Jackson Hewitt, discusses the tax prep chain's flat-fee offering, what tax season's going to look like, and the future of tax prep. by Accounting Today Podcast
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20 years of SOX: Ernst & Young Americas vice chair of assurance discusses the impact and history of one of the most influential pieces of financial legislation of the past 50 years. by Accounting Today Podcast
21 min listen
Accounting in an age of uncertainty: The new CEO of Top 15 Firm Moss Adams, , shares his thoughts on the major challenges and opportunities facing accounting firms and the profession as a whole. by Accounting Today Podcast
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Surviving tax season: of Top 100 Firm Prager Metis discusses the major issues practitioners should be aware of for the rest of tax season. by Accounting Today Podcast
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When IRS CI comes knocking: Former IRS special agent dives into the difference between a Criminal Investigations investigation and a civil tax audit. by Accounting Today Podcast
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Creating entertainment for accountants: of FloQast and of FloQast Studios take us behind the scenes of creating the first comedy series for accountants, "PBC," and share why the company is building its own content studio. by Accounting Today Podcast
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A major inflection point in the firm life cycle: NxtStep Consulting founder identifies the key point at which growing firms need to change how they operate, or risk stagnating, and shares what the key issues they need to deal with. by Accounting Today Podcast
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Should you be talking to PE?: Allinial Global's looks at the pros and cons of engaging with private equity firms, what firms can expect if they do – and how they can stand independent, if they want to. by Accounting Today Podcast
31 min listen
New tools for DEI: the diversity, equity & inclusion director at Top 100 Firm EisnerAmper, discusses a new incentive program to get staff involved in DEI efforts, as well as the accounting profession's progress in this area. by Accounting Today Podcast
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Moving from hours to value: Professional services consultant of Business Success Solution dives into how accountants can find and communicate value without being dragged down by the anchor of the billable hour. by Accounting Today Podcast
23 min listen
Innovations in employee benefits: Lou Ann Hutchison of details a unique new way firms can offer benefits to staff: the lifestyle spending account. by Accounting Today Podcast
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'Sunny Gets Money' and the value of financial literacy: CPA and accounting educator talks about the importance of financial literacy, her new book of finance advice for kids, and her role as an accounting educator. by Accounting Today Podcast
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Inside Armanino's success: Leaders from the Top 20 Firm talk about how its entrepreneurial, innovative culture drove it from humble beginnings to its current position as one of the most highly regarded in the profession. Current and past CEOs Matt Armanino and Andy Armanino,... by Accounting Today Podcast
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Why the Metaverse matters to you: , the newly appointed chief Metaverse officer at Prager Metis, explains why his firm is pioneering this new digital space, and what it can offer accountants. by Accounting Today Podcast
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Fire your clients!: ConvergenceCoaching has declared Oct. 21 "National Fire Some Clients Day," and partners make the case for culling your client roster both strategically -- and ruthlessly. by Accounting Today Podcast
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A turning point in ESG reporting?: EY Americas corporate and ESG reporting thought leader dives into the recent SEC proposals around climate disclosures amid the broader context of the rise of ESG reporting. by Accounting Today Podcast
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The CAS/bookkeeping opportunity: of Woodard Events lays out the potential size of the market for deeper client accounting/advisory services and bookkeeping – and what firms need to do make the most of it. by Accounting Today Podcast
30 min listen
The future of audit: , CEO of public accounting at the AICPA, shares the latest trends and newest developments in this fast-changing corner of the profession, and looks ahead to what's next. by Accounting Today Podcast
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Inside CAS 2.0: Client accounting services has been hugely successful as a service offering, but president and CEO and vice president of growth and professional services say firms need to evolve toward the next stage: client advisory services. by Accounting Today Podcast
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The changing of the guard: The profession is seeing wholesale shifts in generational approaches across a range of areas, say of the Visionary Group, as they dive into how best to navigate all those changes. by Accounting Today Podcast
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A strategy for strategic retreats

A strategy for strategic retreats

Description

Titles in the series (100)

More Episodes from Accounting Today Podcast

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