Audio Conferences

CPA Staff Retention Techniques that REALLY Work!

May 21, 2008 at 02:00PM ET

Retention of staff—and especially more experienced staff that has three to six years of service—has always been a top concern among CPA firm leaders.

Today, staff retention has even greater significance. With many firms facing the retirement of owners over the next 5-10 years, retaining talent that will become their future leaders is key to the continuation of many firms.

No matter what the economy brings, CPA firms still need to find innovative ways to retain their top-notch talent. Whether it’s to keep the clients they have acquired—and the high revenues that they have become accustomed to—or to ensure strong leadership as owners retire, having a strong core of experienced staff is a must to ensure success as your firm goes forward.

Why not join IOMA and our expert faculty for a practical look at this challenging issue? In just 90 minutes, you’ll learn from CPA firm leaders whose firms are recognized as being exceptional workplaces and that have low turnover rates. Find out the reasons for their success—and how you can put these strategies into play at your firm.

In just 90 minutes, you’ll learn:

The leading reasons that your staff may be considering leaving your firm--so you can fight back with retention tactics
Surveying staff: how to conduct an effective employee survey, and how to provide feedback so your staff knows you are listening
Why mentoring is more important than ever, and how to set up a more formal program at your firm
How more training could be your greatest edge in the competitive marketplace
Building a flexible work schedule that makes BOTH staff and partners happy.
Generational differences to consider in crafting retention solutions
Solutions for keeping your administration staff—and keeping them happy
The "little" things that mean so much to staff--and how to set up a system to make sure partners use them regularly
How bonuses can say the financial "thank you" without having to drive up your firm's compensation ranges
Getting that all-important partner buy-in for retention initiatives

FEATURED FACULTY

Deborah Sessions
Director of Administration, Porter Keadle Moore LLP

Debbie Sessions is the Director of Administration and Chief Operating Officer Porter Keadle Moore, LLP. Debbie is responsible for managing the business aspects of the firm, including budgeting, recruiting, facilities management, employee benefits, continuing education, cash management, capital acquisitions, as well as other management responsibilities. She devotes a significant amount of time to professional and public service activities. As a volunteer and board member for many civic and nonprofit organizations, she is well known for her charitable involvement within the Atlanta community. Most notably, Debbie is dedicated to women’s issues and strives to better the lives of women and children through her ongoing efforts with organizations that focus on issues that affect them.

Sherri Bornhoft
Human Resources Manager, Meyners + Company

Purchasing

CPE Through NASBA

Receive 1.5 CPE credits by attending the live Audio Conference! IOMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Web site: www.nasba.org

No prerequisite courses, advanced preparation or experience is required for admittance to this workshop. This intermediate level audio conference qualifies for 1.5 CPE Credits, delivery method Group-Live. Recordings of the program do not qualify for CPE credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 1-800-401-5937.