About this topic
Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.
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"Inconvenience Everybody Equally" and Other Management Tips
It takes special skills and practice to manage these global virtual interactions successfully. This blog post offers several tips to manage far-flung employees.
Article Team building Advanced
9 tips for being more responsive to clients
This article discusses the importance of being receptive, available, and approachable to clients.
Article Communication Foundational
How CPA firms are evolving to meet Millennials’ desires
Companies are looking at ways to recruit and retain Millennial employees and focusing on a number of criteria their employees are requesting. This article explores...
Article Talent recruitment Foundational
How to deal with dysfunctional people at work
Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.
Article Influence Intermediate
What you need to know before you sell your firm
In this podcast, Brannon Poe shares insights he has learned over the course of his career, as well as best practices for selling your firm.
Audio Strategic planning Intermediate
Millennial talent strategy for CFOs
This article shares thoughts from experts about how to work with millennials for your benefit and theirs.
Article Team building Advanced
Find a mentor, land a new job
This article takes us on a journey through a mentoring relationship.
Article Coaching & mentoring Intermediate
Take a hike: Ending client relationships
This article discusses how careful planning and attention to detail are necessary to bring a professional, less risky end to the relationship.
Article Firm operations Intermediate
Providing a future: A succession story
Three CPAs got together and decided they wanted to start something that would live on after they retired. This article describes their plan.
Article Succession planning Intermediate
Timing your exit
This article offers factors to consider when deciding when to bow out of their firm.
Article Succession planning Intermediate
Strategies for promoting diversity and inclusion
This article shares a few general guidelines to follow when trying to make your business more diverse and inclusive.
Article Team building Intermediate
3 ‘must-haves’ for retaining top talent
This article discusses the things that great people must have to be engaged and to build a career at your firm.
Article Talent retention Intermediate
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