DCPA22101. Preconference: Creative Capacity Strategies from a 360 Degree View

Clients need more from us than ever before. Yet leaders and staff alike are feeling exhausted, overcommitted, and unsure how to care for their team, and selves, while also meeting the needs of their clients. Innovation is required to address the workforce shortages and bountiful opportunities facing us. In this highly interactive pre-conference session, we’ll explore creative strategies for developing on-demand capacity that include building the pipeline of future talent, broadening our client service teams to include considerable non-CPA team members, exploring non-traditional staffing options, right-sizing the work to match firm capacity, implementing technology, and tethering talent to the firm.

Leave this session with concrete strategies to create dynamic capacity and bring hope to the talent in your firm.

Learning Objectives:

• Identifying trends in talent recruiting, retention, and development
• Listing methods to analyze the firm’s service commitments and identifying which clients to cull to right-size the workload
• Listing borderless recruiting strategies and benefit considerations
• Recognizing opportunities to use more plentiful non-traditional talent in revenue-producing, client-facing roles inside your service lines and admin team including outsourcing, off-shoring, fractional and operational options
• Identifying technology to increase productivity