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Agenda: 8:00 a.m. Registration 8:30 a.m. Top Industry Trends: Increased Profits—Improve Workflow Sandra L. Wiley,
COO and Senior Consultant Boomer
Consulting, Inc., Understanding top technology and management trends can give you all the
tools necessary to perform at the highest level. From technology to management skills to
workflow and the bottom line, you can become indispensable to your
organization! Understand trends such as: ·
Technology: importance of a risk management approach
to protect the firm; from “paperless” to content management; from cost
savings to innovation and more! ·
Management: magnitude of succession planning;
definition of workflow in today’s world; the real story of mergers and
acquisitions—just to name a few! ·
Workflow: shared vision versus shared services; 10
myths about processes; your role as a young professional in improving those
processes and more! 10:40 a.m. Refreshment Break 10:50 a.m. Fishing is Like a Business James T. Lindell, CPA Thorsten Consulting Group, Inc., Join Jim on a humorous trip through the Northwoods. He shares practical lessons from a family
vacation which apply directly to daily business and personal lives. Jim uses easy-to-understand stories that
contain powerful business messages that can change your opinion on strategic
planning, goal setting, risk-taking and many other business processes. This session will: ·
Take day-to-day events and translate them into
practical tools that you can implement into your daily business lives ·
Learn, laugh, grow and take away a greater
appreciation for yourselves, your lives and your jobs ·
Have you saying “Let’s Go Fishing!!!!!” NOTE: This session is for both
non-fisherman and fisherman alike. All
will enjoy the lessons! 12:15 p.m. Luncheon Presentation “If Not You, Who? Fixing the Financial Literacy Crisis in Kate M. Turner,
CPA, MSCPA Board of Directors KV Pharmaceutical
Company, CPAs are in a unique position to help others in their community to
improve their financial skills, thereby promoting debt reduction, wealth, and
asset-building. This session will: ·
Highlight what’s being done through the MSCPA and
other statewide organizations such as Junior Achievement ·
Provide resources to arm you in the fight for
financial freedom for all Missourians 1:15 p.m. Being a Leader Regardless of Your Role Tamera Loerzel, ConvergenceCoaching, LLC No matter what position you hold in your accounting or consulting firm,
your ability to lead will determine the extent of your success. Leadership
skills enable you to guide clients effectively, get team members and firm
leadership to buy in to your ideas, and develop the respect and reputation
you need to get ahead. This session will: ·
Identify key leadership attributes and activities ·
Evaluate who you are as a leader ·
Learn methods for enrolling others in your vision ·
Develop an action plan for strengthening your ability
to lead, regardless of your role! 2:15 p.m. Refreshment Break 2:30 p.m. Effective Upward Communication Sandra L. Wiley,
COO and Senior Consultant Boomer
Consulting, Inc., Communication is, and always has been, the glue that binds an
organization together. Learn how you can become a “360-degree communicator”
in this dynamic session! This session will help you: ·
Pick your battles ·
Listen…more than you talk ·
Know the goals of the firm ·
Carry the message ·
Explore aggressive versus assertive communication ·
Deal with rejection ·
Understand your role as team motivator ·
Effectively package bad news challenges ·
Take bad news and change it to good news 4:40 p.m. Adjournment... but wait, there's more! 5:00 p.m. Young Professionals Happy Hour Relax, unwind and join us for an optional social event at Casa Gallardo
( Meet the Speakers:
Jim Lindell is the president of Thorsten Consulting Group, Inc., a Tamera Loerzel Tamera Loerzel is a member of ConvergenceCoaching,
LLC, in Catherine M.
Turner, CPA Kate Turner, CPA is the director of internal audit at KV Pharmaceutical
Company, where she is responsible for annual SOX compliance serving as
primary liaison to the independent external auditors. Kate is a past MSCPA
St. Louis Chapter president and currently sits on the MSCPA Board of
Directors and the Educational Foundation Board. Sandra Wiley, COO Sandra Wiley is the director of marketing with Boomer Consulting, Inc.
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