Instructor
Founder, Samantha Mansfield, LLC
Samantha Mansfield firmly believes that technology enables accounting professionals to share their expertise more effectively and deliver higher value. She is passionate about working with accounting professionals to help them transform the services they provide, and reach their goals. Samantha does this through instructing, leadership coaching, facilitation, and planning and building educational events. Over the years she has consulted with firms of all sizes on implementing relevant technology to improve processes and develop future ready services.
Her love of teaching and coaching others is seen throughout her career, and personal hobbies. After 20 years in the tax and accounting industry she started her own consulting and education firm focused on building materials and resources for the profession. There is nothing more inspiring than witnessing the moment when someone learns that new idea that creates a vision for their future.
She has a bachelor of arts in business administration/ marketing from Hillsdale College. She has served on the board of 2 non-profit organizations. In her free time she loves being outdoors with her family and spending time volunteering in the community.
Samantha has been recognized by the profession in multiple ways. In 2016 and 2018 Samantha made Accounting Today's "Top 100 Most Influential People in Accounting" list, 3 consecutive years made CPA Practice Advisor's "40 Under 40", and in 2018 and 2019 was honored with AICPA and CPA Practice Advisor's "Most Powerful Women in Accounting" award.
Instructor
Founder and Lead Consultant, Maven Source International
While Jessica has over 15 years of corporate experience in multiple industries, her greatest skills lie in understanding people. For years she studied groups both in the US and abroad to compile a template for how to create high-functioning teams able to consistently work at their highest and best.
She quickly learned during her career that structures matter and teams need the best structure that fits their style and rhythm. One big piece of that is having a robust project management strategy so she studied and became proficient as a project manager professional (PMP).
Next, while studying for her master's in Intercultural Relations she fell in love with the topic of change management. She vowed to become an expert in helping as many people as possible become comfortable with change and transition, achieving expertise in this subject, not only with her masters, but also by becoming a Change Management specialist.
Her world travels have taken her to four different continents and in each, she has made it a priority to understand not only the cultural differences between the peoples of the Earth but more importantly, what connects us all. This research, plus her earlier studies helped her create her organizational culture program that helps teams better understand each other, themselves and how best they can reach their shared vision.
Change, Culture, and Project management are her favorite topics to talk about - period. In her home life, you can often find her reading, painting, crafting, adventuring, theorizing or playing with her many farm animals.
Learn more about Jessica's history here
After attending this presentation, you will be able to...
The major topics that will be covered in this course include:
Course 1: Project Management: Employ Best Practices & Mindset
CPE: 2
Description: Project Management is not the same as workflow management, and a project manager is more than a task master. Driving change, leading a team and managing client engagements requires a great deal of organization and planning. Successfully launching a new technology, onboarding clients, developing a new service line… all takes more than a checklist of to-do items. You need to monitor risks and opportunities. You need to gain buy-in to drive adoption. Proper scoping and projections help keep projects on course, and not become a costly experiment that gets shoved to the back burner. Project managers are trained in analyzing the data while also managing people. In this session explore basic project management best practices and mindset to more effectively managing change in your firm.
Course 2: Enhancing Ongoing Client Engagements
CPE: 2
Description: The work for clients is not as linear as it used to be with the inclusion of more advisory services, more cross functional teams, and due dates moving. Quality client engagements are not just about a solid workflow, we need project management skills. In this session we will discuss how to apply project management techniques to designing a one firm, team approach to serving clients.