Extraordinary Client Engagement, Coaching for Performance Improvement, and Conflict Resolution

Learning Objectives

• To expand higher engagement with clients that leads to referral levels, learn the importance of core values and how to incorporate them into your business practices.
• To discuss how to achieve better outcomes, and develop the ability to diagnose and apply effective strategies for resolving conflicts.
• To know how to foster positive relationships across generations and backgrounds, and enhance your skills in relating to and understanding others.
• To reduce conflict and promote a harmonious work environment, understand the significance of effective communication on a consistent basis.
• To elevate performance levels, and acquire the necessary skills to coach and motivate individuals using a coaching style.
• To optimize performance discussions, learn the process for preparing coaching sessions to achieve optimal results.
• To enhance engagement and overall performance, improve your communication skills to convey messages more effectively.
• To review client engagement, and discover the five most effective strategies and techniques.
• To boost client engagement, and gain insights into innovative marketing ideas and practices to implement within your business.

Course Description

In the ever-evolving landscape of the new economy, learn how to foster extraordinary client engagement, enhance team performance through coaching for improvement, and effectively resolve workplace conflicts to create a harmonious and successful business environment.

Disruption in the workplace serves as a catalyst for change, and in this webinar, we explore how to address this change by anchoring your firm's core values and leading by example at all levels within your business and with clients. By understanding each other's roles and duties and fostering effective communication, we create a solid foundation for engagement, allowing us to align our core values with our clients and grow together interdependently, serving them at a deeper level.

Disruption and coaching relate to fostering adaptability, continuous improvement, and organizational development, empowering individuals to navigate challenges, maximize potential, and achieve sustainable success. Whether you are a supervisor, manager, team lead, or aspire to these roles, your role in supporting and guiding development is paramount. In this CPE Business Management webinar, you will learn proven processes and best practices to become an effective coach, advancing staff development and elevating performance levels within your department and organization.

Conflict is inevitable in every workplace, and acquiring the skills to handle disputes effectively is essential both personally and professionally. In this CPE webinar, we will gain insights into different types of conflict, and learn a comprehensive process to diagnose, understand, and resolve conflicts. This invaluable skillset will empower you to navigate conflicts with confidence, promoting harmonious work environments and fostering growth.

Join us for Part 2 of our engaging webinar series, "Blueprint for Sustainable Success in Your CPA Practice", where we delve into essential topics that drive positive change and maximize results in the workplace.

Overview

• Four common core values for client engagement

  8 mins
• Example of core values

  30 mins
• Characteristics of trusted advisors

  55 mins
• What is an effective client engagement strategy?

  80 mins
• Scenarios for coaching

  113 mins
• Benefits to staff with coaching

  139 mins
• What is workplace conflict?

  190 mins
• Other examples of workplace conflict

  225 mins
• Generation types and conflict

  254 mins