Taking a “Firm” Step into the Future – ISCPA’s 2019 Management of an Accounting Practice (MAP) Conference

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  • Date/Time
    • Aug 22, 2019 - Aug 23, 2019
    • Day 1: 5:00pm - 8:30pm (Mountain Time)
    • Day 2: 7:45am - 4:15pm (Mountain Time)
    • Add to Calendar
  • Location
    • Center of Influence
      805 W Idaho St Suite 400
      Boise, ID 83702
    • Map
  • Credits
    • 9.00
  • Credit Type(s)
    • Business Management & Organization (8.00)
    • Specialized Knowledge and Applications (1.00)
  • Prerequisites
    • None

  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • Practice management
  • Message
    • 1 hour lunch provided

Description

Join us for our annual MAP conference ONLY if you are looking for a dynamic, interactive, educational & inspirational session specifically for CPA leadership!

Thursday will kick off the conference with our annual chat over dinner - join Beta Alpha Psi students and local industry experts to gain insight into their worlds and how they can benefit you!

Friday will be presented by Mike Gregory, founder of the Collaboration Effect, who will be sure to energize you and provide you tools to help propel your firm into the future. Mike will share with you how firms can grow faster and more effectively by taking advantage of The Collaboration Effect TM. The Collaboration Effect enhances relationships, resources and revenues. Highlights of this conference include:

  • How to Overcome Conflict with Collaboration
  • How to Hire, Train and Retain the Best People
  • Leading CPA Firms Through Change
  • Making Improvements in Processes with Your People

 

Designed For

  • Firm Partners & Key Decision Makers
  • Objectives

  • Enable accounting firm partners to share experiences & best practices
  • Provide a forum for partners to discuss top five issues facing firms
  • Help partners develop strategies & policies for future growth & success of their firms
  • Highlights

    Thursday, August 22

  • Informal Dinner at Center of Influence (included in registration fee) - 6pm 
    • Dinner with Beta Alpha Psi Students
      • This is your chance to quiz them on what they want and what they can bring to your firm!
    • Changing the benefits game to help partners gain control of their healthcare spend and boost their bottom line
      • Special Guest Speaker- Kirk Pulver, FIG Insurance
    •  HealthCare Accounts - tips for your clients
      • Special Guest Speaker - Adam Berry, Idaho Independent Bank
    • Table Talks
      • Hear what keeps other partners up at night
      • Share your best tips for having fun during tax season
      • Receive table topics assignments

    Friday, August 23

    How to Overcome Conflict with Collaboration

    Conflict can be positive or negative. This session will identify conflict, explore practical information from neuroscience and present how to make use of The Collaboration Effect TM. The Collaboration Effect is all about connecting relationships, actively listening, educating judiciously and negotiating closure. With an interactive exercise and discussions participants will document action items to apply at work, at home and in life.

    Leading CPA Firms Through Change

    During this session participants will learn how to anticipate resistance to change and know how to address it. Participants will be able to explain and take actions focusing on values by promoting trust and understanding. Active listening will be demonstrated with an exercise. Participants will leave with action items to apply immediately to help their workgroups through their ever-changing environment.

    How to Hire, Train and Retain the Best People

    If we do what we have always done why would we expect to see anything differently? This session addresses how to hire smart to attract the best employees, how to orient and mentor new employees considering generational differences, and how to retain the best employees given individual needs, and the firm’s expectations. Participants will leave with action items to apply going forward.

    Making Improvements in Processes with Your People

    In this session process will be defined and the four phases to improving processes will be explored. The first step is to identify and address the process for example with a flow chart. Once the process has been defined the steps of assessing and managing the process, improving the process, and testing and implementing the process can be applied. A humorous example will be employed to help bring these points into focus to allow participants to explore their own processes for improvement using this four-step model.

  • Advanced Prep

  • Pre-conference work as presented
  • Pre-conference dinner on 8.22 included in registration fee
  • Register Now

    Leaders

    Kirk Pulver

    Kirk Pulver

    Kirk Pulver

    25-year Insurance Sales/Service veteran. I love the Insurance business. It is evolving every day and I am in the business of helping people in protecting their most valuable assets (family, business, livelihood, tangible assets).

    We are a full service agency that has specialists in all areas of Insurance for individuals and businesses. Auto, Home, Umbrella, Medical, Dental, Life, Disability, Medicare supplements/advantage, Commercial/Business Property and General Liability, Workers Comp, Commercial Auto, Umbrella

    Group Medical solutions down to 2 members with multiple carriers, including solutions that harness the power of Reference Based Pricing (RBP) which can save companies 35-40% in premium

    I have a high work-rate, a thirst for knowledge and firmly follow my moral compass. Trust is earned not given and I take great pride in gaining this.

    Licensed Life and Disability (Health), Property, Casualty, Senior Market (Medicare products)

    Michael Gregory

    Michael Gregory

    Mike is the founder of Michael Gregory Consulting LLC, a firm that helps organizations overcome conflict and enhance effectiveness business to business, business to government and within businesses, and he is the founder of The Collaboration Effect TM, a firm that promotes Mike as a professional keynote, workshop and executive forum speaker. Mike focuses on developing leaders by exploring and applying theory practically and joining the global movement in developing life-giving organizations.

    He has been a front-line specialist, manager, midlevel manager and executive with up to 1,200 employees. He has been teaching and mentoring in this area for over 20 years. Mike has a BS from Valparaiso University, a MS from the University of Wisconsin – Madison, and an MBA from De Paul University.

    Michael Gregory is an international speaker, author and consultant. Mike is dedicated to making individuals, organizations, thought-leading entrepreneurs and executives more successful. Mike has written over 35 articles, given over 400 presentations, and written eleven books, including "Peaceful Resolutions" (also available as an eBook) and "The Servant Manager" that are available at his web pages.

    On point resources are available at www.mikegreg.com and www.collabeffect.com. Contact Mike directly at mg@mikegreg.com or at (651) 633-5311. [NSA, ASA, CVA, MBA, Qualified Mediator with the Minnesota Supreme Court]

    Adam Berry

    Adam Berry

    Healthcare Accounts Officer at Idaho Independent Bank

    Experienced business development and relationship manager with a demonstrated history of working in the insurance and banking industries. Specializes in the Health Savings Account (HSA) and Idaho Medical Savings Account (Idaho MSA) product niche doing sales, product implementation and relationship management for individuals and employer groups across the State of Idaho. Highly skilled in healthcare account rules/regulations and taxation implications, marketing & maintaining sales pipelines through self-directed and innovative lead generation, cross-sales, in-house team collaboration, presentations and outreach, marketing, branding, customer service/support, employee health benefit plan design and business development.

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