ISCPA's Leadership, Involvement & Personal Growth Conference 4th Annual - Level 1

  • Date/Time
    • Aug 24, 2018
    • Sign In: 7:45am (Mountain Time)
    • Program: 8:00am - 4:30pm (Mountain Time)
    • Add to Calendar
  • Location
    • ISCPA Training Facility- 1st Floor
      1649 W Shoreline Drive
      Boise, ID 83702
    • Map
  • Credits
    • 8.00
  • Credit Type(s)
    • Specialized Knowledge and Applications (8.00)
  • Prerequisites
    • Five or fewer years of experience in the profession

  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • Personal Development
  • Message
    • 1/2 hour lunch included

Description

Why young emerging leadership should attend:

You are the visionary & leader that will address the future challenges of the accounting industry. Your aptitudes, capabilities, talents & skills are exactly what are needed to navigate the ever changing landscape you work in. We want to build upon those attributes with this conference.

Why should firms send their young and emerging leaders:

You need highly skilled leaders to step forward and drive your business into the future! Your company needs to develop and retain its good people! The demand for accountants is expected to rise between 16 and 20 percent by 2020. That, combined with previous shortfalls in the number of new CPAs being created, is causing intense competition for qualified professionals.

A recent presenter said, “You can’t find a good manager with seven to 10 years of experience -- they left the profession. I know this may come as a shock, but this is an aging profession. If you haven’t set up a succession plan by the time you’re 50, don’t worry about it, because it’s not going to happen -- you’re going to be bought or merge.”

Designed For

The ISCPA’s “Leadership, Involvement & Personal Growth Conference” is designed to assist new entrants in the profession, particularly those with less than 5 years of experience, toward long-term leadership success.

For Young Leaders

We believe the developing professional who attends will shore up their own foundation in becoming one of tomorrow’s leaders, become a valuable asset to their company, and add immeasurably to their own personal satisfaction in this exciting profession.

For Firms

This conference is designed to assist firms and companies in developing their professional staff, particularly those with less than 5 years of experience, toward long-term leadership success. We believe the company that sends their staff members to this conference will firm up a foundation for the development and retention of tomorrow’s leaders and provide for the company’s long-term stability.

Objectives

We believe the developing professional who attends will shore up their own foundation in becoming one of tomorrow’s leaders, become a valuable asset to their company, and add immeasurably to their own personal satisfaction in this exciting profession.

The ISCPA’s “Leadership, Involvement & Personal Growth Conference” is designed to assist firms and companies in developing their professional staff, particularly those with less than 5 years of experience, toward long-term leadership success. We believe the company that sends their staff members to this conference will firm up a foundation for the development and retention of tomorrow’s leaders and provide for the firm’s long-term stability.

  • 8 – 10 am – Crossing Communications
    • Mary Kummer - Member Services Manager, ICRMP
  • 10:10 am – 12:10 pm – Information Overload & Setting Boundaries
    • Jerri Mizrahi - Learning & Organizational Development Manager, BSU
  • 12:15 – 1 pm - Lunch with ISCPA Board
  • 1 – 2:30 pm – My Boss Doesn’t Understand Me
    • Dr. Jeremy Graves, Boise State University
  • 2:40 – 4:00 pm – Stomping out Drama in Workplace
    • Connie Miller - President/CEO, Icon Credit Union
  • 4:00 - 4:30 pm - Wrap Up

Highlights

Agenda:

  • 8:00 – 10:00 am – Crossing Communications 
    • 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 am – 12:10 pm – Information Overload & Setting Boundaries 
    • In today’s dynamic workplace, individuals are faced with multiple responsibilities. Since we cannot lengthen the day, we must master time management skills. This session will focus on providing participants with an opportunity to increase efficiency and balance with specific strategies targeted to manage information overload, ability to negotiate priorities, establish boundaries for self and others and allowing yourself to ask for help. Welcome to the  power of personal efficiency:
      • Manage information overload
      • Manage interruptions and demands on time and resources
      • Choose healthy habits in managing time and balance at work
      • Never walk alone - the ability to ask for help 
  • 12:15 - 1:00 pm – Lunch with ISCPA Board
    • Networking skills put to the test
  • 1:00  – 2:30 pm – My Boss Doesn’t Understand Me! 
    • No really! my boss doesn’t understand me and well frankly neither do most of the people in my office.  In this session, we will discuss the mounting tensions of this new multi-generational workplace that we find ourselves engaged with.  How do we respectfully work with people who have very different ways of seeing the world?  How do we engage in generational synchronicity in the todays workplace? We will discuss these and other topics around generations in the workplace. 
      • Topics Include: 
        • Understanding generational differences in the workplace 
        • Exploring the values of Tradionalists, Baby Boomers, Gen Xers, Millennials 
        • How to build a cohesive work environment 
      • Objectives: 
        • Work with and understand multiple generations in the workforce 
        • Manage up when necessary 
        • Lead your teams more effectively 
  • 2:40 – 4:00 pm – Stomping out Drama in the 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. 
  • 4:00 - 4:30 pm - Table Talk
    • Share Insights

 

Advanced Prep

Pre-conference work as presented

What have attendees reported about their experience?
  • “The day flew by! It could have been longer!”
  • “The conference was very informative and useful.”
  • “I really like that the instructor used people’s names a lot. He was good at asking for class participation in a non-threatening way, so I got to know my fellow participants a lot more than I would normally.”
  • “I felt the seminar was very useful. I learned things there that I know I can apply to be able to improve myself both inside and outside the workplace.”
  • “The stories, which illustrated application of the concepts, were very effective and kept things interesting.”

Registration Details

Leaders

Jerri Mizrahi

Jerri is the Learning & Organizational Development Manager at Boise State University, since 2004. She provides coaching, counseling, and organizational development, consultation, and design services.

She also serves as a transformational coach and organizational consultant, mediator and facilitator in a private practice with over 25 years’ experience. She has developed and facilitated multiple programs, specializing in communication, strategic planning, organizational development, change management, team effectiveness, work group consultation and team-intervention.

She is passionate about working with organizations to paint a vision for the organization, create cultural change and strategic alignment, recognize and celebrate diversity, implement tools to attract, develop and retain talent, authentic and empowering communication, and interpersonal skills to build effective working relationships and create possibilities for employees and organizations to succeed. She provides opportunities for people to grow, achieve self-empowerment, continually learn, and celebrate their successes.

Her personal mission is to partner with others to create organizational and personal transformation where individuals and organizations grow and break patterns that no longer serve their best interest.

Some of her clients include: PHRMA (Portland Human Resource Management Association), NWCG (National Wildfire Coordinating Group), NWCG (National Wildfire Coordinating Group), PERSI (Public Employee Retirement System of Idaho, State of Idaho Disability Determinations Services, Keynetics/Clickbank, University of Hawaii – LTAP Program – Manoa, Oahu, Hawaii, Aviation Specialties Unlimited, PKG User Interface Solutions, Inc., State of Idaho Professional Technical Education, Idaho Department of Agriculture, Idaho Department of Environmental Services, St. Alphonsus Regional Medical Center – Breast Care Center, and the Susan G. Komen Breast Cancer Foundation, Interfaith Sanctuary, Local Highway Technical Advisory Council, City of Nampa, City of Boise, Ada County, Industrial Commission, Idaho Department of Lands, Idaho Department of Parks and Recreation, Power Engineers, Piramal Inc., and is also affiliated with the Boise State University Center for Professional Development as a consultant and facilitator.

Professional Activities, Memberships, and Awards ICF – INTERNATIONAL COACH FEDERATION - SINCE 2006 ASTD/ATD -1986 TO PRESENT. Held a variety of positions and recipient of a variety of recognitions. WOMEN MAKING HISTORY – BOISE, IDAHO- RECIPIENT 2010 TWIN (TRIBUTE TO WOMEN IN INDUSTRY) AWARD , RECIPIENT- 2002 For outstanding contributions and leadership in business.

Connie Miller

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

Jeremy Graves

Dr. Jeremy Graves brings seventeen years of non-profit leadership and experience into the classroom. He has developed leaders from all walks of life and has cultivated strategic partnerships both nationally and internationally.

Jeremy’s passion for strong leadership development coupled with his deep understanding of the role of the team in successful leadership has produced emerging leaders. He holds a doctorate degree in transformational leadership and has developed many sustainable community partnerships throughout his career in the non-profit world. He specifically enjoys guiding companies and their employees to think strategically as they enhance their business portfolios, as well as looking for ways for seasoned leaders to recruit, train, and deploy new leaders into the workforce.

Jeremy’s hands-on style of teaching builds community, forges new relationships, furthers productive dialogue, and fosters strategic thinking for leaders from all spheres of the workplace. His research and experience have been in the area of team leadership, and also building and developing teams in the workplace.

Jeremy and his wife, Stephanie, have been married for 20 years. They have two boys; Jordan, a sophomore in high school and Taylor, a sixth grader. They reside in Boise, Idaho, and enjoy spending time with family and friends. Jeremy is also an avid hockey fan and will use just about any excuse to take in a hockey game.

Mary Kummer

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.

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