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Talent Accelerator

Talent Accelerator: FICPA's Culture Enhancement Program
 

With talent challenges repeatedly highlighted as key concerns throughout our firm visits, we knew we needed to think differently about how we support our member firms in building high-performing talent-centric cultures.

The FICPA is pleased to announce our new partnership with Jeremy Wortman, Ph.D., and HRD initiatives to provide talent-centric culture solutions for our member firms.

Jeremy Wortman, Ph.D. 

With a strong passion for the positive development of individuals and organizations, Jeremy works with firms of all sizes to explore management strategies, build talent, implement solutions and coach individual leaders. Previously the Director of Organizational Effectiveness at TD Ameritrade, he has spent the last 20 years honing his expertise within the accounting profession. He has extensive knowledge of organizational psychology and has had great success developing strategies and programs using a strengths-based approach.

With undergraduate degrees in Economics and Human Resources, Jeremy earned his MBA and a Ph.D. in Organizational Behavior from the University of Nebraska. He is a member of the American Psychological Association, the Society of Industrial and Organizational Psychology, and the Academy of Management.

FICPA On-Site Solutions include:

  • Firm Culture and Employee Engagement Assessment (Virtual Team Building)
  • Effective Communication and Group Dynamics 
  • Doer-to-Reviewer Workshop (18 months)
  • Strategic Planning
  • Leadership Development 
  • Executive Coaching (6-18 months)
  • And customized solutions to meet your firm's specific needs.

For more information and to schedule a needs analysis, contact onsite@ficpa.org.

Introductory Offer - Firm Culture and Employee Engagement Assessment

As part of this engagement, HRD Initiatives will execute a firm engagement survey with the following objectives:

  • Identify employee engagement levels
  • Highlight what aspects of working for the firm employees like best
  • Target areas of improvement to boost engagement levels.

HRD Initiatives will conduct a two-hour session* with executive leadership to review results and provide our top-three recommendations for action planning.

*Session may be in-person if booked within the introductory offer period and assessment completed to accommodate an in-person session the week of 12/31/2024.

Team Solutions Suite

 

ProgramOffering
Firm Culture
and Employee Engagement Assessment (B)

Executing a firm engagement survey with the following objectives:

  • Identify employee engagement levels.
  • Highlight what aspects of working for the firm employees like best.
  • Target areas of improvement to boost engagement levels.
  • Formulate eNPS.
  • Hone in on what employees don’t value about the firm.

HRD Initiatives will conduct a four-hour session* with executive leadership to review results, including category- and item-level results, key-driver analysis and action-planning workshop.

Building
Emotional
Intelligence by
Working
with
Different
Personalities:
Effective 
Communication
and Group Dynamics

HRD Initiatives will conduct individual assessments and host a virtual team building to aid staff members in:

  • Increasing/validating their own talents and operating style.
  • Learning about their colleagues' talents and their operating style.
  • Exploring how misperceptions cause friction and conflict.
  • Creating a team map and using it to appreciate differences and enhance effective communication.
  • Exploring the five core competencies of Emotional Intelligence and specifically building three of them.
Executive
Coaching

Executive coaching packages ranging from 6-18 months include the creation of growth goals, an Individual Development Plan (IDP), talent assessment, emotional intelligence assessment, and select packages – 360 feedback assessment and synthesis with Transformational Leadership action plan, and Career Derailment Assessment.

  • Boost confidence, skills and thinking.
  • Increase self-awareness
  • Build emotional intelligence.
  • Improve leadership, communication, and collaboration.
Firm White Label Leadership Development Program (LDP)

Bring HRD Initiatives' world-class, 18-month LDP program internal to your organization to accelerate growth and build talent/leadership bench strength using our cohort-based model while experiencing economies of scale.

  • Create authentic, emotionally intelligent, strengths-based Transformational Leaders.
  • Recognize the incredible power of the immediate manager in employee engagement or disengagement.
  • Build confidence and authenticity using validated assessments.
  • Learn how to lead and leverage different personalities.
  • Build resilience to effectively bounce back from ongoing changes and adversity.
  • Build strategic leadership competencies.
Strategic Planning Workshop

HRD Initiatives will facilitate your strategic planning process with a two-day, in-person workshop, pre-work survey used to gather relevant data:

Objectives:

  • Conduct firm SWOT analysis.
  • Validate/update current firm superordinate goals (Vision, Mission, Values, and Employee Value Proposition).
  • Create one-, three- and five-year plans.
  • Create KPIs to measure performance and drive accountability.

For more information and to schedule a needs analysis, contact onsite@ficpa.org.