January 27, 2009 |
| 07:00 AM |
Registration and Breakfast |
| 08:00 AM |
Welcome and Introductions |
| 08:30 AM |
"How to Develop Firm Leaders and Leadership"
by Allan Koltin, President & CEO of PDI Global
Selection and development of your firm's future firm leaders is crucial - and very tricky. There are a lot of options - and lot of questions - involved, like:
- What is the best way to determine our next Managing Partner/Department Head/Niche Leader, etc?
- What is the advantage of using a "home grown" vs. "lateral" approach to filling a leadership role?
- Is professional management the way to go or is it better to promote a line partner?
- When might co-leaders make sense?
- How do you value leadership/management and compensate accordingly based upon results?
- What specific criteria questions do we need to ask to ensure a successful selection/transition?
Allan will walk through the process for selecting the right person for a leadership role, including helping you to determine what qualities and experience you really need, and exploring the varied options available. He'll also discuss the coaching and grooming process that begins after the selection as well as the final transition of responsibilities. |
| 09:30 AM |
Morning Break |
| 10:00 AM |
"Working at the Crosshairs: How to Navigate Between Generations at Work "
Presented by Rebecca Ryan, 2EO of Next Generation Consulting
Sure, you're one of the firm's future leaders, but that really puts you in the middle, doesn't it? You've got to manage up - helping your partners envision the future of the firm - and you have to manage down - helping new hires and 20'somethings make their cultural assimilation to be productive on the job. This presentation will examine all generations within your firm, and the pain points that occur when generations collide. An interactive Q&A session will give participants a chance to voice their concerns - and obtain solutions - about how to work effectively at the crosshairs. |
| 11:00 AM |
Roundtable Discussion Groups
Discussion and idea-sharing in a small group setting, led by one of the workshop hosts. Topics to choose from include:
Marketing
Strategic Planning
Human Resources
Time Management & Balance
Communication Skills
|
| 12:00 PM |
Lunch |
| 01:00 PM |
"Performance 3 TM = Planning X People X Processes"
Presented by L. Gary Boomer, CEO of Boomer Consulting
Technology is the accelerator in the Performance 3 TM formula. Learn what every partner needs to know about technology and the keys to a high return on investment:
- Change management
- Accountability
- Training
- Trust
We will also discuss the latest tools, methods of training. As a bonus learn how to save 5 plus hours per week managing your email, tasks and calendar.
|
| 02:00 PM |
Roundtable Discussion Groups
Discussion and idea-sharing in a small group setting, led by one of the workshop hosts. Topics to choose from include:
Marketing
Internal Technology
Human Resources
Succession Planning
Communication Skills
|
| 03:00 PM |
Afternoon Break |
| 03:30 PM |
"How to Build a $50,000,000 Practice"
Presented by Gary Shamis, Managing Director of SS&G Financial Services
In 1986, Gary Shamis became Managing Director of a firm with a handful of employees and $225,000 in revenue. Over the next 22 years, he and his partners systematically grew the business into the largest CPA firm in Ohio and one of 50 largest in the country. Gary will share his strategies for exponential growth and what he believes are the key factors of any firm's success. He'll also delve into specific examples of what worked and what didn't based upon his experiences over the years. |
| 04:30 PM |
Roundtable Discussion Groups
Discussion and idea-sharing in a small group setting, led by one of the workshop hosts. Topics to choose from include:
Marketing
Internal Technology
Human Resources
Succession Planning
Communication Skills
|
| 06:00 PM |
Cocktail Reception for Workshop Attendees |
| |
