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
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 Quotient8:00 – 9:10 AM - Apprehension
- Thought Experiment #1 & #2
- Currencies Of Influence
- CTR Factor Model
- Self Assessment
- CTR Factor Leadership Profiles
- Strengths & Opportunities
- Corporate Cultures
- Constituency-based Cultures
- CTR Factor Styles
11:45 AM – 12:45 PM - Networking Lunch
12:45 – 4:30 PM - Session 2: Cultural Dexterity12:45 – 1:55 PM - Credibility Norms
- Definitions & Caveats
- Time Orientation
- Change Orientation
- Work Orientation
- Bridging Techniques
- Relationship Orientation
- Communication Orientation
- Bridging Techniques
- 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.
- Finalize pre-conference "homework"
Owner of Credible Advantage, a leadership consulting business
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.
Mr. Surinder is co-Founder & CEO of CTR Factor, the CTR Factor Leadership Institute, QuantumFLY & MyRequest-US. He also serves as Chief Learning Officer of Diversity MBA, Expert at GLG & RSM, senior board member of the CTR Factor Non-Profit Alliance, & strategic partner to Diversity Crew, NeoSeven, ESPTalent, Resiliti, Diverst, Trivie, RLC Diversity & Bold Business, serving a broad US & international footprint, including England, Europe, Africa, Canada, India and the Middle East.
His experience spans 32 years as an executive, consultant, board member, author, entrepreneur & professor. His Linked-in profile has earned 2,775 endorsements in 50 different competencies. His Linked-in posts have garnered 1.5 million global views, & he has about 60,000 Linked-in connections & followers combined.
At CTR Factor, he has served 164 companies in 12 different sectors, including RSM, Crowe Horwath, PwC, Prudential, Voya, Mass Mutual, Pixar, Walmart, & Disney, and has been Chief Learning Officer at Kaleidoscope & ALPFA.
Mr. Surinder has worked in telecom, banking, non-profit, consulting & healthcare at Pfizer, Verizon, McKinsey, Centurylink, Capital One, ALPFA & Barclays in C-level roles running billion dollar business units & large global functional groups:
• CEO of $1.7B regional P&L,5K employees • CEO of $2.7B regional P&L,3K employees • CMO of $1B P&L serving 50M customers • CHRO of $1.8B global P&L • Chief of Staff to COO of $39B P&L • CLO at largest professional non-profit in the US with 75,000 members • Global Head of $350M call center operation • Head of Process Re-engineering of $1.2B unit • Expert in Customer Experience at top. global consulting firm • Head of $3B early stage Collections at leading credit card provider
He has been a member of 4 boards & Adjunct Professor of Strategic Management at Baruch College. He has been recognized as a Top 100 under 50 Senior Executive by Diversity MBA magazine, & been acknowledged by the US Government as a person of extraordinary ability in business. He is the author of the CTR Factor Leadership Series of books, available on Amazon.
He holds a BS-Civil Engineering, MS-Structural Engineering, and an MBA-Marketing, with courses towards a PhD-Marketing.