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Start Date:7/28/2020
Start Time:2:00 PM CDT
Duration:60 minutes
Abstract:
Are your staff meeting expectations? Does everyone understand your firm's objectives? Are they meeting their personal goals? What issues need to be addressed urgently?
In this webinar, we'll explore management best practices that will ensure you always have the answers to these critical questions. We will outline techniques for managing your team and internal operations, sharing what everyone is working on, and setting a process for constant improvement across your team so you can focus on your most important work: Advising your clients.
Please note that Intuit Practice Management is not yet available for ProSeries customers.
Learning objectives: - Understanding operating mechanisms to manage your team: daily standups, weekly recaps, monthly review, quarterly meetings
- Meeting management: schedule, data capture, and follow-up
- Tracking performance with goal setting, scoring, and review (OKRs)
Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Management Services - Technical Recommended CPE: 1 Recommended CE: This course is not eligible for CE credit class="SnapLinksHighlighter" xmlns="http://www.w3.org/2000/svg"> class="SnapLinksHighlighter" xmlns="http://www.w3.org/2000/svg">
If you're already registered for the Effectively Managing Your Firm's Internal Operations - July 28, 2020 webcast, click below:
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Speakers
Clayton Crouch Sr. Solution Specialist Intuit Clayton received his Master of Business Administration from the University of North Texas. He is a Senior Solution Specialist who supports the sales teams in the professional tax group, while hosting webinars and product demos for Intuit’s professional tax customer base. He is passionate about helping customers implement the right cloud-based solutions which allow them to grow and scale their business and power prosperity for their clients.
Ian Vacin Karbon Co-founder, Chief Customer Officer Karbon With over 25 years of experience in technology and almost 20 years of leadership experience in the accounting industry at firms like Karbon and Intuit, Ian is passionate about helping accounting professionals be as successful as possible in order to positively impact the small businesses that they serve. He was named 'Top 20 under 40' by CPA Practice Advisor (2106) and a 'Marketer That Matters' (2013) by the Wall Street Journal. Ian has MEM and MBA degrees from Northwestern University (Kellogg School of Management).
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Effectively Managing Your Firm's Internal Operations - July 28, 2020
Registration Is Closed
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