Self-Paced

strategic plan icon

CMMC Check-in: What Should your Firm be Doing Today to Prepare for the Spring 2023 Requirements?

The coming requirements that firms will need to comply with in order to do business with the Department of Defense are approaching. Learn what your firm should be doing today…

Read More
Dollar & Euro icon

Capital Markets and Valuation – What’s Happening

The session will focus on recent macroeconomic events and the impacts on capital markets and valuation. 2022 experienced a steadily rising interest rate environment directly impacting capital providers’ risk tolerance…

Read More
strategic plan icon

Building Up Extraordinary Professionals, and the Extraordinary Professional Firm

Something missing in your firm today? Staff hard at it, but not quite all there? Reluctance to return, passive disengagement with the culture, a seemingly out-of-balance search for ‘balance’ in…

Read More
megaphone icon

Building an Effective Collaboration and Conflict Management Culture and Leadership

In today’s changing business landscape companies in order to drive their strategy forward need to be adaptive, resilient and innovative. To make this happen companies need to have leaders and…

Read More
Dollar & Euro icon

Mature ESOP Challenges

As your ESOP matures, it also brings new challenges to maintain the health of your ESOP. This presentation will discuss the internal and external factors impacting ESOP sustainability as well…

Read More
Dollar & Euro icon

5 Steps to RAISE Your Value and Your Fees

No A&E professional wants to become a commodity – viewed as the same as everyone else. When two or more firms appear to be the same, price becomes the key…

Read More
infographic icon

Low-Cost Marketing Ideas

Available on 8/10 Marketing can be overwhelming for a business owner. There are so many different options with traditional and digital. Having a simple marketing plan will help grow your…

Read More
mind icon

Designing Your Recruiting Experience to Win Talent

Today’s firms are report the talent war is their top challenge. There’s work to be won, but not enough staff to deliver. In this workshop we will collaborate to apply…

Read More
mind icon

Pay for Performance Today, so You’re Financially Ready for our Uncertain Tomorrow

Wage War! Recession! New Variant!… Pay for performance today to ensure your firm is financially ready for whatever tomorrow holds. Everything seems easier for profitable firms. This includes recruiting, retention,…

Read More
Dollar & Euro icon

Selling to an ESOP

Most people have the impression that selling stock to an ESOP limits the options for selling stock in other ways. Companies with partial ESOPs allow the non-ESOP shareholders to sell…

Read More