Practice Management - ISCPA's 2022 MAP Conference

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  • Date/Time
    • Aug 18, 2022 - Aug 19, 2022
    • Sign In: 10:30am (MT)
    • Day 1: 11:00am - 5:15pm (MT)
    • Day 2: 8:00am - 4:45pm (MT)
    • Add to Calendar
  • Location
    • PacificSource Health Plans Conference Room
      408 E Parkcenter Blvd #100
      Boise, ID 83706
    • Map
  • Credits
    • 12.00
  • Credit Type(s)
    • Business Management & Organization (8.00)
    • Management (4.00)
  • Prerequisites
    • None

  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • Personnel/Human Resources
    • Practice management
  • Message
    • ATTENDING In Person

Description

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

Most partners in public accounting firms of any size agree that all the specific activities they perform in the course of their day-to-day functions, like talent recruiting, employee development, performance management, business development, client relationships, expertise delivery, corporate giving and brand marketing all require one thing in common - an understanding and demonstration of inclusive leadership skills when it comes to clients, colleagues and community, many of whom may not directly report to them.

Yet, when we ask a question regarding what inclusive leadership means, these decision makers respond differently, capturing some elements of the concept, but not others. This full-day workshop will explore multiple facets of being an inclusive leader as a partner in a public accounting firm and how to improve knowledge and skills in inclusive leadership by focusing on its two primary components, leadership and inclusion.

Get an idea of Day 2 of the Conference Here

 

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 issues facing firms
  • Help partners develop strategies & policies for future growth & success of their firms
  • Highlights

    Day 1 Agenda:

    11:00 am -12:30 pm - Working lunch with Beta Alph Psi

    12:30 - 1:30 pm - Please be Patient We're Short Staffed: Rethinking Recruitment and Retention in Idaho

    • With historically low unemployment combined with an unprecedented demand for workers, companies must rethink their recruitment and retention practices.  By understanding the factors that contributed to the challenging labor market, companies can make strategic changes to ensure they have the talent they need to thrive.

    1:45 - 5:15 pm  - Finding the ROI in Culture and Leadership in Today's Challenging Times

    • Connie Miller will share some insight into some important leadership shifts required to face the challenges of the new business of today.  This session will have some pre-survey and assessment work from the participants that will be used in the session for greater understanding into your challenges and leadership practices.

    As your firms face some big challenges with a changing and limited work force, expanded seasons around tax laws beyond your control, and customer trends that are different today, it is important that you adapt as a leader to capture the essence of leadership shifts and attitudes now required. Connie will share some insight into:

    • Life after 2020 and 2021 in business
    • Adjusting your traditional leadership style to the new trends 
    • Shifting effectively from a traditional recruitment model in how you recruit and communicate your business
    • Keeping focus on culture with remote employees and shortage of staff
    • Showing up as a partner or leader when you are tired and stressed 
    • Creating advocates within your internal customers who have higher demands than in the past
    • Avoiding making 'quick fix' decisions for employee and business trends that require strategic thinking skills for long-term solutions

     

    Day 2 Agenda:

    7:30 – 8:00 AM - Welcome & Networking

    8:00 – 11:45 AM - Session 1: The CTR Factor Leadership Quotient

    8:00 – 9:10 AM - Apprehension
    • Thought Experiment #1 & #2
    • Currencies Of Influence
    • CTR Factor Model
    9:10 - 10:35 AM - Assessment
    • Self Assessment
    • CTR Factor Leadership Profiles
    • Strengths & Opportunities
    10:35 - 11:45 AM - Action
    • Corporate Cultures
    • Constituency-based Cultures
    • CTR Factor Styles 

    11:45 AM – 12:45 PM - Networking Lunch

    12:45 – 4:30 PM - Session 2: Cultural Dexterity

    12:45 – 1:55 PM - Credibility Norms
    • Definitions & Caveats
    • Time Orientation
    • Change Orientation
    • Work Orientation
    • Bridging Techniques
    1:55 - 3:20 PM - Trust Norms
    • Relationship Orientation
    • Communication Orientation
    • Bridging Techniques
    3:20 - 4:30 PM - Respect Norms
    • Hierarchical Orientation
    • Group Orientation
    • Bridging Techniques
    • Cultural Profile Histograms

    4:30 - 4:45 - Wrap Up

    LEADERSHIP – THE CTR FACTOR LEADERSHIP QUOTIENT
    Leadership is an ultimate, magnificent act of free will on the part of those who follow.  The awesome, magical secret of great leaders is that they have figured out how to make that act happen consistently and predictably.  Our findings indicate that they do so by earning three Currencies of Influence - Credibility, Trust & Respect (C-T-R), building three Assets of Impact - Results, Relationships, & Resources, and making three Investments of Intention - Capabilities, Character, & Competencies. Understanding and leveraging this CTR Factor Model will enable CFOs and senior finance leaders to increase their influence and impact with all stakeholders and constituencies, even those that may not report to them. 

    This morning session will cover three modules regarding the CTR Factor Model – Apprehension, Assessment and Action. At the end of the session, participating CFOs and senior finance leaders will be more aware of their Credibility Quotient, Trust Quotient, and Respect Quotient, their CTR Factor Leadership Profiles, as well as the strengths and opportunities in their profiles. They will also be equipped with specific tactics and techniques to advance and enhance their CTR Factor Leadership Quotient. 

    INCLUSION – CULTURAL DEXTERITY
    While the CTR Factor Leadership Model applies to leaders of all backgrounds and constituencies, different demographic groups based on race/ethnicity, gender and generation earn the CTR factor currencies differently based upon cultural norms that might be deeply held, but often subliminal. A precise knowledge of one's own cultural norms and those of others can help leaders adapt and adjust their style appropriately based upon the diversity in their environment, thereby exhibiting cultural dexterity, and being more inclusive towards those around them.

    This afternoon session will cover three modules regarding Cultural Norms – Credibility Norms like Time Orientation, Change Orientation and Work Orientation, Trust Norms like Relationship Orientation and Communication Orientation, and Respect Norms like Hierarchical Orientation and Group Orientation. At the end of the session, participants will be more aware of their own profiles on these norms and those of others around them, the cultural trends and trajectories exhibited by various diverse constituencies, the cultural norms of their own organizations, and the associated inter-personal and inter-cultural gaps . They will also be equipped with specific tactics and techniques to bridge across these gaps to create a more inclusive environment.

     

    Advanced Prep

    • Finalize pre-conference "homework"

    Register Now

    Leaders

    Connie Miller

    Connie

    Connie Miller is the CEO of Credible Advantage, a leadership and board development consulting business. Prior to Connie's recent retirement, she served as the President/CEO of Icon Credit Union and later Regional President of Horizon Credit Union. Connie was honored as one of Idaho's CEO's of Influence for her leadership, integrity, vision, diversity, and influence. Under Connie's leadership, Icon Credit Union was named the 7th healthiest credit union from more than 5,400 credit unions in the nation. In addition to her many awards, Connie was also awarded the Thanks Badge II, the highest award in Girl Scouting, for her exemplary service to the Girl Scout organization and most recently Meridian Chamber of Commerce's Business Leader of the Year for 2021.

    Connie Miller graduated from Boise State University with a Bachelors of Business Administration Degree in Accountancy. Connie received her graduate level certification from Western Credit Union Management School. She was appointed to the Twelfth District of the Federal Reserve Bank Community Financial Depository Institution Advisory Council. Icon Credit Union was a recipient of the Best Places to Work for several years, just one of the many community recognitions received.

    Connie's passions include building strong leaders and strong cultures in the workplace. Connie has served on many local boards and committees, including her current board positions for Junior Achievement of Idaho and the College of Western Idaho Foundation.

    Connie is a published author, and published a leadership book titled, "Don't Sabotage Your Career," to share her insights on becoming a top professional and avoiding unintentional mistakes that may hold one's career back and hurt their personal brand.

    Suri Surinder

    Suri Surinder

    Surinder is the CEO and Co-founder of the CTR Factor Inc., an advisory services firm in leadership, diversity, and inclusion, serving publicly and privately held corporations, associations and non-profits, universities and foundations.

    In addition to the above role, Mr. Surinder also serves as the CEO of QuantumFly and as CEO of MyRequest US, two startups revolutionizing the talent management and property management spaces.

    Mr. Surinder has developed the techniques and concepts he teaches during a long and successful business career spanning 30 years as an executive, consultant, board member, author, entrepreneur and professor As part of this journey, he has served as Chief Learning Officer of Kaleidoscope Group, a highly respected full service D&I provider with a distinguished history of serving diverse clients for 25 years.
     
    He has also been Chief Learning Officer at ALPFA, the nation's largest Latino professional organization with 72,000 members and 190+ chapters in cities across America. In this role, he led the development of strategic relationships, and design and delivery of learning programs for clients such as Walmart, PwC, Santander, MassMutual, Voya, Disney, New York Life, Kaiser Permanente, P&G, HJ Heinz, JB Hunt, and Accenture. 

    His entrepreneurial experience includes serving as Global Head of Consulting Services at Diversity MBA magazine, and Founder & President at Systems & Statistics Group. His corporate experience spans multiple industries, and  companies like Pfizer, Verizon, McKinsey, Centurylink, Capital One, and Barclays. He has held C-level roles running billion dollar P&Ls and large global functional groups. 

    He is the author of the forthcoming book, The CTR Factor: How high is Your Leadership Quotient, former board member of three boards, and former Adjunct Professor of Strategic Management at the City University of New York. In 2011, he was recognized as one of the Top 100 Senior Executives under 50 by Diversity MBA magazine. 

    Mr. Surinder holds a BS in Civil Engineering, an MS in Structural Engineering and an MBA in Marketing.

    Allison Bruce

    Allison Cunningham is TalentSpark's VP of Executive Recruiting and Partner. She has over 15 years of talent acquisition experience in a variety of industries including several Fortune 500 companies, Private 100 companies and non-profits. She has recruited at all levels from university hires to C-Suite and has successfully managed large-scale hiring projects for several organizations. She has expertise in competitive market research and helping clients find specialized executive talent. She is a Colorado native, former Division 1 track athlete and graduate of the University of Colorado.

    Allison serves on the board of directors for BVEP, is a member of the HR committee for the Idaho Youth Ranch, and an active participant in IACI and the Boise Chamber of Commerce. She is frequently asked to speak on the Treasure Valley job market to
    business groups and media.

    TalentSpark is an professional and executive recruiting firm that supports Idaho companies find the talent they need to thrive.

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