Growing Your Firm: Tips to Seize Opportunities and Minimize Risk

Overview

The accounting profession is facing unprecedented challenges including severe staffing/talent shortages in the CPA student pipeline, an increase in the number of retiring CPAs, widespread CPA burnout, challenging new regulations and guidelines and the need to keep up with rapidly evolving technology.

To stay relevant while attracting new hires and retaining existing talent, CPA firms must overhaul their environments to focus on their people as well as their clients. This may include increasing wages, offering more benefits, allowing remote work with flexible schedules and more.

This webinar will cover how firms can capitalize on the current market to increase their profits, scope and size, with guidance to help firms minimize risk.

Speaker(s) Name
Samirah Ouedraogo, Senior Risk Advisor, Aon
Rich Bacher, Senior Risk Advisor, Aon

Speaker Bios
Aon Senior Risk Advisor Samirah Ouedraogo is a highly motivated bilingual business and accounting professional. She has specialized experience in market research and client services in the banking and insurance industries. Originally from Burkina Faso in West Africa, Samirah holds multiple degrees in business communication, business administration and accounting. With her combined degrees and experience Samirah's focus is to ensure CPAs have Peace of Mind.

Aon Senior Risk Advisor Rich Bacher has more than 22 years of insurance industry experience, including 14 years dedicated to serving the CPA profession. His extensive work with CPAs has provided him with deep expertise in meeting the unique insurance needs of firms of all sizes.

Highlights

Methods of identifying and researching areas of practice.
Information management and technology assurance.
Ways to grow your clientele.
Strategies for attracting and hiring new talent.
Tips on vetting new clients and culling clients.
Ensuring you have the right insurance coverage to support your firm's growth risks.

Prerequisites

None

Designed For

CPA Firms looking to grow their business

Objectives

Learn why the one-size-fits-all mentality doesn’t work when growing your firm.
Get tips for attracting and hiring new talent and cultivating the talent you already have.
Gain an understanding of the complexities facing the profession and how to overcome them.
Address opportunities and risks you may face while achieving optimal growth.

Preparation

None

Notice

FICPA Webinars are presented virtually.

Our Webinars include a live presentation with speaker audio, video and PowerPoint presentation. Attendees can ask questions. The presenter(s) will repeat questions to share with all attendees and answer questions as time allows. Individuals can also reach out to the presenter directly via email after the event.

FICPA EZMaterials! Paper manuals will not be provided at this session, you'll need to download the EZMaterials from your FICPA account as searchable PDFs to your laptop, tablet or other device before the event.

For more information feel free to call the FICPA Member Service Center at 800-342-3197.