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HR Hiring and Managing People to Achieve Higher Firm Performance

  • CFE
  • CMA
  • CPA (US)
  • HRCI
  • SHRM

Published : February, 2022

Video Image Thumbnail

Free (Only Today)

0.5 Credit

Subject Area

Personnel/Human Resources

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • The kind of processes the firm have
    02 mins
  • How ready is the organization for change?
    07 mins
  • Performance constraints
    10 mins
  • Offshore talent or domestic talent
    17 mins
  • Work environment
    20 mins

Course Description

In this podcast Christopher Rivera, Director Client relations, Entigrity Offshore Staffing, takes a conversation with Laura Bechard, CEO & Business Growth Advisor, Provision Business Advisors on how hiring and managing people can help the accounting firms in achieving higher firm performance. 

They discuss on following subjects:

  • The problems with CPAs face with hiring talented and performance
  • The changes in the profession and approach of staff of CPA Firms
  • Finding the right focus that helps you solve talented staff versus right staff 

The podcast focuses on how your CPA firm in practice can achieve better performance through the right people.

Learning Objectives

  • To explore the core problem for your accounting firm performance challenge
  • To recognize changes in the profession and the required skills
  • To identify the right fit to meet the challenges of today and tomorrow
  • To recognize three problems that can result in the wrong hires
  • To explore how employee development and training can help solve the problem.
  • To find the dots connecting to higher performance

Course Qualification

Webinar Qualifies For

  • 0.5 CPE Credit of Personnel/Human Resources for Certified Public Accountants (CPA-US)
  • 0.5 General Credit of Personnel/Human Resources for Accountant/Bookkeeper/Tax Professionals
  • 0.5 CPD Credit of Personnel/Human Resources for CPA in Canada
  • 0.5 CPE Credit of Personnel/Human Resources for Certified Fraud Examiner (CFE)
  • 0.5 PDC Credit of Talent management for SHRM Professionals (Approval No. 22-9FJKE)

    Valid upto : Dec 31, 2024

  • 0.5 CPE Credit for Certified Management Accountants (CMA)
  • 0.5 RCH Credit for Human Resource Certification Institute (HRCI)
  • 0.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 0.5 CPD Credit for Chartered Accountant - ICAEW
  • 0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 0.5 CPD Credit for Chartered Accountants - Scotland
  • 0.5 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

Expert Speaker

WHAT I DO: I help financial services, law firms, and accounting and bookkeeping firms stand out from the competition, grow their firm, and plan for a successful exit from their business. To get there, we advise on business improvements - a successful practice/firm, a culture of accountability, and an aligned team with a fulfilling personal life.

HOW I DO THIS: By working with firm partners, we provide world-class business advisory services to the firm and to ideal clients by white labeling, co-branding, or sponsorship.

WHY IT WORKS: Firms improve the productivity of teams. Clients become stronger by implementing our recommendations thus making them more loyal to the firm and in need of higher-value services. Keep your top A clients and improve your B’s and C’s.

WHAT OTHERS SAY: "I can’t say enough about the clarity she has brought. We’ve been in business since 2011 but I’ve learned more in the last year than all the prior years combined. Laura is a great advisor, and a successful business owner herself. She has talked me out of panic and into a solution many times."

WHO I WORK WITH: I work with financial services, law firms, and accounting and bookkeeping firms who want to improve organizational performance by removing friction in their people systems and improving compliance with business processes. We provide valuable, scalable business advisory services to their clients while maintaining their role as a trusted advisor.

EXPERTISE:
  1. 30+ years of business experience,
  2. Value Builder Advisor,
  3. Expertise in cash flow, finance, business routines/systems, operational excellence, hiring and performance management, transition management, and strategy (CPA, MBA, Change Management)
  4. Governance (NFP) & grant writing
  5. Exit planning
  6. Acquisition Advisory

About Company

ProVision Business Advisors

provisioncoaching.ca/

Family Business Advising Services in Calgary

ProVision Business Advisors is a Canadian business services firm serving organizations, businesses and individuals in Western Canada.  It is headquartered in Calgary, Alberta.

Founded in 2016, ProVision Business Advisors is unique in the field as it specializes in enhancing the life of business owners by helping them build value, successfully plan for exiting the business (sale or succession) and growing their families and team while contributing to their communities. ProVision Business Advisor’s spectrum of services include business education and training, consulting, coaching and business services.

Host

Christopher Rivera, Chris serves as a Director of Client Relations and Business Development at Entigrity. He is an expert at leading and managing teams actively from the front. 

His expertise in sales, training, coaching, mentoring and influencing combined with his competitive nature makes him a strong leader.  

Chris has traveled through the length and width of the country and has spoken with more than five thousand CPAs, understanding their challenges and limitations. On the grounds of that, he can now easily provide opinions and solutions that can be immensely helpful to professionals. He has also represented Entigrity at a number of major accounting conferences and networking events, voicing his thoughts on various subjects pertaining to the accounting industry, some of which are:

OFFSHORING RELATED TOPICS
  • Integrating offshore and onshore teams.
  • How offshoring can bring Multi-dimensional transformation change in accounting firms.
  • What roles can be shifted offshore.
  • Remote Working & Offshore Hiring for Accounting Firms.
  • Best Practices in Offshoring
  • What tasks to allocate while starting offshoring?
  • Interview Tips for Hiring Offshore Staf
  • How to Onboard an Offshore Staff Member

Entigrity is a global leader in providing outsourcing for accounting firms and one of the preferred outsourcing partners for 30 out of the top 100 US Accounting firms. With a large workforce of over 2000+ accounting experts, we are already assisting over 600 accounting & CPA firms in the United States and Canada.

 

The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that work from our offices in India. Entigrity has helped accounting firms in overcoming staffing challenges and building offshore teams.

 

The Company was recently inducted into the BDO alliance partnership and was the first company in this segment to become a platinum partner with IMA (The Association of Accountants and  Finance Professionals in Business).

 

About Company

Entigrity Solutions LLC

www.entigrity.com/

Entigrity is a leading offshore staffing solutions provider to 600+ accounting and tax firms situated across the US, CA, and the UK). The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that works from our offices in India.

Headquartered in Sugar Land, TX, Entigrity has 7 offshore offices located across India; 3 of them in Ahmedabad and 1 each in Indore, Vadodara, Rajkot & Kochi. They are an ISO 27001:2013 certified organization for information security and ISO 9001:2013 certification for quality management. They exceed the standard compliances for best business practices in terms of information security and quality management. Entigrity has provided consultation/advice to over 3000 accountants and assisted them in converting some of their core challenges into opportunities. 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.2

19 Ratings

Excellent

5

Very Good

11

Average

1

Poor

1

Terrible

0

LG

Leslie Grovesmarino, CPA (US)

Aug 24th, 2023

Nice conversational way to learn something new.

JD

Jennifer Derosa, SHRM - CP

Jun 13th, 2022

This was a good podcast, I enjoyed learning about the 3 buckets, insightful!