Sample Future Forum Agenda
Tools:
This tool is part of the PCPS CPA Horizons 2025 Toolkit. It is a macro agenda that may be used in facilitating a CPA Horizons 2025 Future Forum
Published on March 13, 2013
The CPA Exam and Your Firm
Guidance:
To ensure the future success of your firm, it is imperative that you maintain your pool of qualified staff and encourage new team members to take and pass the CPA exam to ensure...
Published on March 05, 2013
CPA Horizons 2025 Future Forum Facilitators Guide
Guide:
This document is part of the PCPS CPA Horizons 2025 Toolkit. It is a guide written to provide you with everything needed to facilitate a successful CPA Horizons 2025 Future Forum
Published on October 07, 2011
CPA Vision 2011 Feedback Form & Future Forum Evaluation Form
Form:
This form is part of the PCPS CPA Horizons 2025 Toolkit. It can be used to collect participant input in facilitating a CPA Horizons 2025 Future Forum
Published on March 13, 2013
China Economic Development and the Accounting Profession
Presentation:
This presentation highlights China economic development - past, present and future
Published on December 03, 2012
PCPS CPA Horizons 2025 Toolkit
Toolkit:
Take part in the CPA profession’s efforts to anticipate and plan for the future. Conduct a “Future Forum” in your firm using the CPA Horizons 2025 Toolkit provided here. Co-developed by the Business Learning Institute and Sounding Board In, the toolkit includes...
Published on May 21, 2013
Firm Strategy and Planning
Overview:
This section contains tools and articles specially designed to help your firm better analyze your current client base, gain assistance with firm issues and plan for the future objectives of the firm
Published on June 06, 2013
CPA Horizons Workbook Worksheets 1, 2 & 3
Practice Aid:
This document contains the following worksheets to be used in conducting a CPA Horizons 2025 Future Forum: Developing our 360 degree view of the future; Insight: Top Trends to Watch; Insight: CPA Vision 2011 & CPA Horizons 2025
Published on October 07, 2011
Creating a Learning Culture Article- Part One
Article:
Firms that do the best job of imparting knowledge, developing skills, and building capacity for the future will have the best prospects for long-term success and competitive advantage. In this article, Jennifer Wilson, from Convergence Coaching explores ideas to help enhance firms’ learning culture and...
Published on March 18, 2013
Becoming a Next Generation Firm Leader
Tools:
What does it take to lead a firm of the future? Your leadership. This tool can help you learn about characteristics of Next Generation Firm leaders, assess yourself and create a plan to build your organization as a Next Generation...
Published on March 15, 2013
Recruiting and Prospecting
Overview:
In this section, you will learn how to keep the pipeline full through prospecting, while promoting the accounting profession at the same time. You will also gain insight into various recruiting strategies to find candidates, including on campus recruiting, internships, and experienced hire recruiting.
Published on February 20, 2013
National MAP Survey
Survey:
The National Map Survey's rich history makes it the leading benchmarking survey for CPA firms. See how your firm measures up using targeted and relevant practice management benchmarks including billing rates, chargeability ratios, compensation, and other key performance indicators.
Published on June 06, 2013
How Was Your Opportunity Season
Article:
...your busy season? AICPA’s VP of Small Firm Interests, James C. Metzler, recommends that firm owners take the time now to reflect and anticipate clients’ needs for the future
Published on May 11, 2013
Firm Needs Assessment
Overview:
...section of the Human Capital Center will assist firms in assessing their needs as well as answer questions they may have on building a team, team members' skills and future resources needed
Published on December 31, 2012
Reference Check Screening
Guide:
The Reference Check Screening tool is a guide to be used as a script and form for conducting a reference check during the recruiting process of a future team member
Published on March 28, 2013