Pre-Conference: Sunday, May 1

9:00 AM-2:00 PM
(PT)

HUMAN RESOURCES
Human Resources Leaders Meeting

This session will share best practices with other Human Resources leaders. We will have group discussions on topics that are most pressing to HR professionals.
Lunch will be provided.

2:00 PM-4:00 PM 
(PT)

MAP | EMERGING LEADERS | HUMAN RESOURCES
Diversity, Equity & Inclusion (DEI): Strategies for Impact and Sustainability


Many corporate CEOs and firm leaders have pledged their commitment to DEI, yet some organizations struggle to make real progress. We have experienced a heightened focus recently on creating inclusive and equitable organizations that create a sense of belonging for people representing many cultures, backgrounds and life experiences. Successful DEI initiatives are sustainable with outcomes that include increased employee engagement and retention, higher levels of productivity and innovation, and overall higher employee satisfaction. This session will focus on the shifts we are seeing on a macro level, as well as actions taken and progress made by BDO USA, LLP and Alliance firms.

 

Day 1: Monday, May 2

1:00 PM-2:00 PM
(PT)

HUMAN RESOURCES
Employment Law Issues That Most Frequently Impact Accounting Firms
Laura Friedel, Levenfeld Pearlstein, LLC

Employment law is always changing. During this session, we’ll discuss the employment law issues that most frequently impact accounting firms, as well as the new developing standards that human resources professionals need to be aware of to ensure that their firms’ policies and practices are up to date.

Day 2: Tuesday, May 3

8:00 AM-9:20 AM
(PT)

MAP | HUMAN RESOURCES
Effectively Transitioning Responsibility from One Generation to Another
ConvergenceCoaching, LLC® (BRN Member)

Organizations across the country are preparing for (or are already facilitating) the retirement of thousands of talented Baby Boomer CPAs and consultants. Many elements of succession need attention, but one of the most important areas to address is effective transition of responsibility. Transition affects far more than the retiree – because their transition creates a ripple effect that causes all others in the organization to shed responsibility, too. Your ability to grow depends on your ability to successfully transition. Leave this session armed with the information you need to plan and execute transitions effectively.

8:00 AM-9:20 AM
(PT)

HUMAN RESOURCES
Winning the Great Resignation Game
Sandra Wiley, Boomer Consulting (BRN Firm)

Great change brings about new challenges, and many are saying that the Great Resignation is upon us. What is it? Why is it happening? What can firm leadership do to protect the potential loss of great team members? This session will explore it all and give you actionable steps to take as soon as you get home.

9:30 AM-10:30 AM
(PT)

EMERGING LEADERS | HUMAN RESOURCES
Building a Culture of Trust
Dan Rust, Infopro Learning, Inc. (BRN Member)

When trust levels are high between colleagues, partners and clients, speed of execution increases, and costs decrease. When trust is at risk, the opposite occurs, driving down business profits and relationship sustainability. In this session, we will introduce a Trust Model designed to help leaders leverage trust as a key business asset. You'll learn to objectively assess your organization's current culture of trust and identify opportunities for improvement.

9:30 AM-10:30 AM
(PT)

HUMAN RESOURCES
Controlling Employee Benefit Costs
Ben Dobson, NFP Corporate Services (BRN Firm)

As benefit costs increase, firms start looking at creative ways to control those costs. In this session, you’ll learn how other firms are being innovative in controlling their employee benefit costs.

10:40 AM-11:30 AM
(PT)

MARKETING & BUSINESS DEVELOPMENT | HUMAN RESOURCES
Marketing Strategies for Recruiting and Retention
Amanda Garner, The Growth Partnership (BRN Member)

The challenging recruiting and retention environment of the past few years has only been amplified by the global pandemic, resulting in what the media are referring to as “The Great Resignation.” To compete for top talent, your firm must raise the game on recruiting strategies and focus on retention culture. This session will share industry best practices and outside-the-box thoughts on how to best position your firm to gather and retain talent.

10:40 AM-11:30 AM
(PT)

HUMAN RESOURCES
Virtual Recruiting and Onboarding
BDO USA, LLP

The virtual environment has become part of the expectations for firms today. This session will focus on recruiting in a virtual environment and best practices/tools to create an engaging recruiting process. We will also review onboarding in a virtual environment and the importance of exposing the virtual new employee to your firm’s culture.

1:00 PM – 2:40 PM
(PT)

HUMAN RESOURCES
Exploring New Roles and Positions in the Firm
Sandra Wiley, Boomer Consulting (BRN Firm)

Change in the profession opens the door to new opportunity for accounting professionals and many other professionals to become a part of our firms. What are the potential new positions that can strengthen our practices and bring a higher level of success in the near future? We will challenge and inspire you during this "future is now" session.

3:00 PM – 4:40 PM
(PT)

HUMAN RESOURCES
Avoiding Common Remote and Blended Work Pitfalls
ConvergenceCoaching, LLC® (BRN Member)

Struggling with buy-in to remote? Challenged with firm leaders or team members who aren’t convinced that remote or blended work is a viable long-term option for your firm? Join this interactive, discussion-based session facilitated by remote-work experts from ConvergenceCoaching. Together we’ll prioritize and address the common pitfalls that impede the move to a more-remote environment.

Day 3: Wednesday, May 4

8:00 AM-9:30 AM
(PT)

HUMAN RESOURCES
The Changing Role of HR: What’s Critical for Engagement and Retention in a Remote Workforce
Richa Gupta, Globalization Partners (BRN Member)

When the makeup of the workforce changes, HR must evolve alongside it. Now more than ever, the HR role is a multi-faceted combination of business strategy, compliance, process and employee development. Where should HR professionals focus their attention in the new world of global remote work? We will explore these topics in a discussion around global flexibility, the human connection across time zones, and career development and growth.