On-Demand


1 CPE Credit

Retaining Top Talent: Strategies for CPA Firms

On-Demand
1 CPE Credit

Learning Objectives

  • Identify the top factors that drive retention decisions
  • Implement whole-person compensation strategies beyond salary
  • Design flexible work arrangements that balance employee needs with client service
  • Create meaningful career paths for professionals not seeking partnership
  • Evaluate your firm's business model for retention sustainability
  • Apply the "pentagon firm" model to reduce reliance on entry-level staff
  • Develop retention strategies specific to diverse and younger professionals
  • Assess your current scheduling and workload distribution practices
  • Build a strategic retention plan with measurable outcomes

Major Topics

  • The true cost of turnover versus retention investment
  • Research findings on why professionals leave or stay
  • Whole-person retention strategies beyond compensation
  • Work-life balance solutions that maintain productivity
  • Career development paths for non-partner track professionals
  • Business model transformations for sustainable staffing
  • Technology and outsourcing strategies to reduce burnout
  • Retention strategies specific to diverse talent and younger professionals

CPE Credits Available

1 CPE Credit
1
Accounting

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Partners, managing partners, CPA firm HR professionals, managers, senior managers, directors, practice leaders, firm administrators, CPAs in leadership positions, public accountants with management responsibilities

Provider

CPA Crossings

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  • MACPA Non-Member

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