CPA - small firm
CPA - medium firm
Other
Your most important asset is your people. The place where you are investing most is your people. Are you stewarding your best investment well? To build a high-performance accounting team, you need to be intentional in the hiring, training, and performance process.
In this webinar, CPAs will learn how to be strategic with hiring and recruiting for soft skills and technical skills to achieve an engaged team culture.
Learning Objectives:
- Identify how to develop employees’ soft skills
- Describe how to get strategic with hiring
- Determine how to develop solid performance/development plans
Jody Grunden
Summit CPA Group
CEO and Co-Founder
[email protected]
(260) 918-8822
Jody Grunden is the CEO and Co-Founder of Summit CPA Group. From Summit CPA's inception in 2002, Jody transitioned the company to a distributed accounting firm in 2013. Since 2002, Summit CPA Group has grown from a team of two people to approximately 50. The company has grown extremely fast, experiencing three-year 150% growth consecutively over the past three years and being recognized by Inc. 5000.
Adam Hale
Summit CPA Group
Co-Founder/COO
[email protected]
(260) 497-9761
Adam Hale is the Co-Founder and COO of Summit CPA Group. He primarily focuses on coaching his team and other accounting firms to deliver successful Virtual CFO Services. Throughout his career, Adam has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.
Zach Montroy
Summit CPA Group
Director of People Ops
[email protected]
(260) 497-9761
Zach serves as the People, Team, and Organizational Strategist at Summit. He began his career in public relations and has since held a variety of executive leadership positions over the last 17 years. As an experienced strategic leader, Zach is passionate about delivering tactical solutions in people strategy, organizational change, strategic planning, and business process improvement.
About Our Presenter
Because of the way technology is utilized, their entire 401K Audits are performed without ever stepping foot in a client's location, which was nearly impossible five years ago. Why do most CPA firms have to spend countless hours interrupting the day-to-day activity of their clients? The answer is simple, they don’t, they're just stuck in the past. With the use of Web Portals, E-mails, and GotoMeetings, audits can be performed anywhere.
By taking a non-traditional approach to accounting, Summit CPA has undergone extreme growth since their humble beginnings. When traditional accounting firms have seen level or declining growth over the past 5 years, they have seen annual growths in excess of 15 percent in each of those years.
Do clients like the non-traditional approach? Summet CPA thinks they do.
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.