During this immersive 3-hour workshop, we will dive into the world of client and employee experience in today's ever-evolving business landscape. As more and more firms shift their focus towards offering advisory and consultative services, understanding the vital role these two dimensions play has become paramount. In a world where attracting and retaining top talent can be quite the puzzle, nurturing a positive employee experience becomes the secret sauce. At the same time, crafting an outstanding client experience is the cornerstone of business success. While these priorities may seem conflicting on the surface, this workshop is all about unveiling the magical synergy they share. We'll keep you actively engaged throughout with lively breakouts and guided discussions.

Featuring Arianna Campbell, Boomer Consulting

Uncover the driving force behind exponential growth in this session dedicated to essential sales and marketing Key Performance Indicators (KPIs). Join us to reveal the 10 most influential metrics for advancing your business. Develop a comprehensive understanding of how these metrics shape your strategies and master tracking and deciphering them effectively. This session will impart the insights necessary to fine-tune your growth endeavors from conversions to engagement.

A personal brand is your story. Having a well-defined personal brand can help you not only cultivate powerful connections, but also set you apart. Explore the integral components to building a strong brand, especially with regard to firm culture, and gain strategies to help you create your own marketable personal brand. This session will cover tone at the top, leading by example, etc.

GenAI has proven its ability to reduce costs through time savings and the democratization of sophisticated design and production to non-specialists. Marketers can now prepare for a new wave of GenAI, which will enable them to drive strategic growth through advanced prediction and personalization tools. Marketing doesn’t set your goals; it helps you achieve them. Adding GenAI tools to your marketing toolbox should be done intentionally, so the focus stays on the strategy and not the shiny new options. We’ll share what we’re seeing that is exciting in GenAI and what to watch out for in the coming months to help marketers continue to contribute to the firm leaders’ vision.

In the fast-changing world of business today, where automation, AI and evolving client expectations come together, the journey from prospect to loyal customer has been revolutionized. This session will explore this transformation, providing actionable insights on how industry professionals can effectively navigate this change through demand generation's omni-channel approach to foster lasting growth.

On average, professionals hold approximately 12 jobs throughout their lifetimes. Just because a professional leaves your firm doesn’t mean you can’t maintain a mutually beneficial relationship. Those leaving the accounting world become CEOs, business owners, CFOs, and decision-makers who need your services. But staying in touch, maintaining relationships, and educating your alumni often takes a backseat to outreach to new prospects. In this session, we will walk you through the process used to jump-start BDO’s alumni program in the New York Metro area, including how to develop a plan, create a solid contact list, educate alumni and select appropriate events.

Recruiting is a priority for many firms, which is why marketers have pivoted to focus in this area. If you’ve started with social posts, career fairs and swag, it’s time to move to the next level. Learn how the marketer’s toolbox can help your firm clearly express the employee experience, what it’s like working with your clients, and the way your work makes an impact. While you can’t control the size of the labor force, you can put your best foot forward in attracting professionals who will be happy and successful at your firm.

In this session, you’ll learn how focusing on serving an industry market can fuel your firm’s growth, profitability, employee retention and boost client satisfaction and engagement. CapinCrouse, an Inside Public Accounting Top 200 Firm and “Best of the Best” firm, has achieved continued strong organic growth by exclusively focusing on serving nonprofit organizations for over 50 years. Lerman Strategies, a consultant to those responsible for strategic growth at accounting firms, has dedicated 20 years to helping top firms turn the power of industry specialization into profit and career growth and satisfaction for their professionals. Join us as we share insights on how to approach specialization strategically, including how to identify and prioritize opportunities and develop innovative strategies and targeted services to help differentiate your firm.

In the rapidly evolving landscape, the integration of digital strategies has become essential for sustainable growth and competitive advantage for every CPA firm. This session has been meticulously crafted for marketing and growth leaders, along with partners, who seek to expand their firms into the digital era while retaining the human touch that defines their success. As modern accounting firms stand at the crossroads of tradition and innovation, this session provides an actionable roadmap to seamlessly fuse the power of digital transformation with the essence of your firm's growth culture.

Do you need access to important information easily? Is centralization a priority for your firm? Do you want to have a line of sight on interactions between your staff and clients? A customer relationship management (CRM) tool will help — and then some! Whether you’re looking to onboard a CRM to your technology stack or want to learn how to better leverage the one you have, this session is for you.