How do you keep the positive energy and drive running at optimal levels within your firm? This conference will help reenergize you with exciting content designed to propel your firm into the future.
Firm Partners & Key Decision Makers
To enable accounting firm partners to share experiences & best practices; to provide a forum for partners to discuss top five issues facing firms; to help partners develop strategies & policies for future growth & success of their firms.
- 8 – 10 am – Communication for an Engaged Firm
- Mary Kummer - Member Services Manager, ICRMP
- 10:10 – 11 am – Strategies for Small Firms to Attract and Retain Staff
- Erin Roche, CPA, Team Leader with Elliott CPA Group
- 11:10 am – 12:15 pm – Health Care Concerns - Benefits; Costs; the Future
- PacificSource Health
- 12:15 – 1 pm - Lunch
- 1 – 2 pm - BSU Beta Alpha Psi Student Panel – Are you Hearing Us?
- 2:10 – 2:30 pm– Table Topics
- 2:40 – 4:15 pm - Reducing & Preventing Drama in workplace
- Connie Miller - President/CEO, Icon Credit Union
- 4:15 - 4:20 pm - Wrap Up
Wednesday, August 22
- Informal Dinner on Cottonwood Patio (included in registration fee) - 6pm
- Hear what keeps other partners up at night
- Share your best tips for having fun during tax season (prizes awarded)
- Receive "homework"
- Receive table topics assignments
Thursday, August 23:
8 – 10 am – Communication for an Engaged Firm
- Join us for an interactive experience that simulates an organization - complete with employees/members, bosses, leaders and observers. This hands-on, innovative training exercise will open your eyes and minds to the interworking’s of teams and how important effective communication is.
10:10 – 11 am – Strategies for Small Firms to Attract and Retain Staff
- Staffing continues to be a key issue for CPA firm owners. For the first time, finding qualified staff has emerged as a significant issue for sole practitioners and is the number one concern for all other firm sizes. It echoes the need for firms to maintain a quality talent base to provide high end services and maintain technical quality. Join Erin Roche, CPA, Team Leader with Elliott CPA Group and a member PCPS Networking Groups. Erin readily admits that recruiting and retaining strategies is a hot topic for her and her partner and she is eager to share her intel and promoting tools and resources she’s found to help.
11:10 am – 12:15 pm – Health Care Concerns - Benefits; Costs; the Future
- A group of experienced health care and health system experts will provide information and ideas of what employers should consider when evaluating the benefits offered to employees. During this discussion you will learn how health systems are working together with health insurers towards achieving the triple aim, improving the health of the population, providing better care for individuals, and lowering cost through improvements in care delivery. Ideas on how to compliment the health plan offering and where we see the future of health care delivery in our community.
12:15 – 1 pm - Lunch
1 – 2 pm - Beta Alpha Psi Student Panel – Are you Hearing Us?
- Listen as a group of up-n-coming leaders in our profession tell you what they are looking for in their careers, work environment and life balance. You are in for a very candid conversation with the new generation that is starting to shape the accounting profession!
2:10 – 2:30 pm– Table Topics
2:40 – 4:15 pm - Reducing & Preventing Drama in workplace
- Discover how to utilize some great tools to be effective in your communications and prevent drama from entering a situation or relationship. Also, learn how to get away from drama if it is occurring in your life today. We can innocently get pulled into a dangerous drama zone that causes stress or mental exhaustion, often when we are simply trying to help. This session will provide you some tools to use in your everyday walk with your coworkers, clients, children, spouse, and other important relationships. You’ll leave with a solid quick resource to help the victims in your life switch their thinking and solve their own problems, while freeing yourself from the responsibility. You will learn the effect of unintended consequences when a well-meaning rescuer simply tries to help a victim that turns to enabling, and also the damage created when a victim is uncomfortable having crucial conversations. You will leave this workshop session with practical hands-on tools to use to create a supportive environment of positive communication that will have a huge impact on gaining control in your life. It is possible to live a drama free life of positivity and gain respect as an employee and friend in the process.
4:15 - 4:20 pm - Wrap Up
- Pre-conference work as presented
- Pre-conference dinner on 8.22 included in registration fee
Connie Miller President/CEO Icon Credit Union
Connie is currently the President/CEO of Icon Credit Union. Connie was honored as one of Idaho’s six CEO’s of Influence for 2014 by the Idaho Business Review for her leadership, integrity, vision, commitment to excellence, diversity and influence. Connie has led Icon Credit Union to a Top 200 Credit Union from almost 5,700 credit unions in the nation, and was recently named a recipient of the Idaho ICON Awards for being a pioneer and change-maker, and showing proven notable success and demonstration of strong leadership both within and outside of their chosen field.
Connie Miller graduated from Boise State University with a Bachelors of Business Administration Degree in Accountancy. She started her career at the Girl Scouts of Silver Sage Council, working for 12 years as their Accountant. Connie received her graduate level certification from Western CUNA Management School. She has worked for Icon Credit Union for 20 years, and was promoted to President/CEO in 2008. In addition to the Idaho Business Review’s CEO of Influence for 2014, Connie was also awarded the Thanks Badge II in 2014, the highest award in Girl Scouting, for her exemplary service to the Girl Scout organization and has served several years in the past on their board, including as Board Chair.
Connie was recently named the 2017 Idaho Advocate of the Year by the Northwest Credit Union Association and the 2017 Excellence in Finance by the Idaho Business Review. She was appointed to the Twelfth District of the Federal Reserve Bank Community Financial Depository Institution Advisory Council in 2017. In addition, Icon Credit Union was awarded one of the top 10 or runner-up for the Best Places to Work the past several years. Connie is a graduate of Leadership Boise through the Boise Metro Chamber of Commerce.
She has three adult sons and an incredibly supportive husband, Neil, of 35 years. Her passions include building strong leaders, strong cultures in the workplace, strong boards, financial education, and giving back to the community. Connie believes strongly in serving others, serves on several local boards, and volunteers for numerous nonprofits in the Treasure Valley today. Some of these include the State Board for Junior Achievement, Global Women’s Leadership Network, I-WIL, Girl Scouts, Big Brothers Big Sisters, Northwest Credit Union Association, Wyakin Warrior Foundation, and Celebrate Recovery, to name a few. Her most passionate volunteer activities are those that build youth leadership skills and building leaders. Connie’s hobbies include camping, crafts, metal detecting, and playing poker.
Education: BBA Accounting, Boise State University
Strengths: Transformational Leadership, Individual Development, Strategic and Futuristic Thinker and Motivational Mentorship
Weaknesses: Ability to tolerate cold weather, lacks knowledge of useless trivia, television and pop culture references
Mary Kummer is the ICRMP Member Services Manager. She is responsible for coordinating training and marketing efforts with Idaho local government members, maintaining relationships with member associations, supervising internal administrative staff and services, and providing support to the ICRMP Board. Mary began her employment with ICRMP as Risk Management Specialist for the prior 7 years, providing training and risk management services to ICRMP’s 946 local government members.
Mary offers a unique mix of public and private sector relations, development, communication, training and marketing. An award-winning leadership training program manager, Mary has held upper level positions in association management and membership relations for over 25 years.
She has worked with organizations including American Automobile Association and American Express Travel, as well as local government entity associations including: • Association of Idaho Cities • Idaho Association of Highway Districts • Idaho Association of Counties • Association of Minnesota Counties • League of Minnesota Cities • Minnesota School Boards Association
Education: Bachelor of Arts in Journalism: Public Relations, specializing in Marketing and Economics, University of North Dakota.
Erin is a native of Rohnert Park and current resident of Santa Rosa. She attended SRJC before transferring to Sonoma State University where she received her BS degree in Business Administration with an emphasis in Accounting. Erin has worked in public accounting since 2004 and enjoys helping her clients make informed decisions based upon their accounting information. She has had the privilege of working with many local business owners in the greater Sonoma County area to create systems that support the overall success of their business endeavors. Erin previously served as the Treasurer for the Junior League of Napa-Sonoma and is currently a board member with the California Society of CPA’s San Francisco chapter. Erin enjoys spending her free time with her two young daughters and her husband John. They can frequently be found crafting, going for bike rides and taking care of their chickens.