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Avoid Merging: Transformation Strategies to Stay Independent WEBINAR

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2.0 Credits

Member Price $89.00

Non-Member Price $109.00

Overview

In this market of rampant consolidation, some firms are able to remain independent. What are the strategies that sustain these maverick, thriving firms? Join us to explore the business-model transformations they’ve undertaken that give them the confidence and the ability to maintain an independent governance structure and continue to grow on their own. Leave this session with a better idea of the investments needed to pass your firm’s legacy onto future generations.

Highlights

Share national benchmark data on firm KPIs. List attributes for a unified partner group.

Prerequisites

Experience in firm leadership and strategic planning.

Designed For

Current and next gen firm leaders, partners, directors, and managers.

Objectives

Identify steps needed to move to a healthy, one-firm governance structure and a culture of sustainability. Differentiate the attributes needed to systematically develop future leadership with those of firms that lack a strong bench. Compare the performance measurement, compensation, and innovation practices of sustainable firms.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Renee Moelders, Partner, ConvergenceCoaching LLC

Renee is a partner at ConvergenceCoaching, LLC, a national consulting firm dedicated to developing leaders and transforming teams. Renee is committed to help clients see potential and opportunity around them and feel empowered to take advantage of it. She is especially passionate about accounting firm talent and helping firms more successfully leverage and grow their team members. Renee is a frequent speaker, writer and facilitator on topics impacting accounting firm leaders and is especially passionate about flexible and virtual work, creating feedback-rich environments where team members can supportively grow, developing results-oriented metrics that drive successful outcomes, building innovative recruiting and retention programs and more. Through her work facilitating strategic planning, leadership development programs, and individual coaching to both firm leaders and individual team members, Renee offers practical strategies for improvement and change. Prior to joining ConvergenceCoaching, Renee was a Firm Administrator for accounting firms of varying sizes across the country. In her role as Firm Administrator, she was responsible for finance, operations, human resources and oversight of the administrative team. Over the course of her 20+ year career, Renee was exposed to a variety of challenges in day-to-day operations as well as being instrumental in devising and executing long-term strategy. Her experience working closely with the Managing Partner and the partners to manage change provides experience that informs her consulting role within the ConvergenceCoaching client community. Renee is a passionate fan and supportive of both the accounting community as well as the accounting administrator community and is committed to giving back through volunteerism. She is a member of The CPA Consultants’ Alliance and the CPA Firm Management Association (CPAFMA). She regularly speaks to societies and associations across the country in her quest to elevate both accounting and administrator talent. In her free time, Renee takes care of a big vegetable and flower garden along with her husband and two teenagers in Franklin, Massachusetts. She and her husband have three English Setters and enjoy grouse and woodcock hunting in the Fall. Renee also sings baritone for a women’s barbershop chorus.

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Non-Member Price $109.00

Member Price $89.00