LA Management of an Accounting Practice (MAP): Your 2020 Vision: For Firms and Individuals | G2190120

Instructors

Date :
January 15, 2020 12:00 PM - 2:00 PM
Location :
San Fernando Valley
Facility :
Squar Milner LLP-Encino
Get Directions
Level of Difficulty :
Overview
CPE Credits :
CPE 2.00
Show tabs
This presentation provides straightforward steps to identify the annual goals that are highest priority for you as an individual partner as well as for your firm. You will begin the goal setting process with templates to take back and utilize with your firm, as well as a worksheet suitable for your personal goal setting. Use this process every January and start your year with a clear vision.

Objectives:

  • Recognize the 6 goal categories for Partners and Managers
  • Identify the 7 options for setting goals
  • Determine the 3 types of goals for individual growth

Major Subjects:

2020 HINDSIGHT:  Appraisal of the prior year  
2020 FORESIGHT: What to consider for 2020
FORMING NEW HABITS: How to improve productivity and focus
WRITING EFFECTIVE GOALS: Both SMART and STRETCH Goals

Advanced Prep:

None

Misc. Information:

Registration opens at 11:30 AM
Fees: $100/member, $140/nonmember.
Add $5 for same day and walk in registration.

Address: Courtyard
Level of Difficulty:
Overview
Field of Interest:
Business Management and Organization
Prerequisites:
none
Designed For:
CPAs and other professional staff

Instructors

Sue Zisko
Sue Zisko, MBA, founder of GROW Training + Coaching, has 30+ years of experience serving CPA firms. She specializes in coaching, training and motivating young professionals to become future leaders in their firms. Sue has held positions as a sales trainer for banks nationwide, a Commercial Loan Officer at the Bank of California, and the Director of Practice Growth for NSBN LLP, a California Top 25 CPA firm. DEGREES - MBA, Finance/Accounting, UCLA - BA, Psycholinguistics, UC Berkeley, Graduation with Distinction in General Scholarship, Phi Beta Kappa
No Agenda or Materials posted.