Course ID: CAFFNG1

The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning

How do we create the next generation of “Cherished Advisors” — the highly valued strategic partners whom your business clients rely on — given the lack of interest in a traditional path to leadership? The future growth of firms will depend on using technology to create new staffing and change management models that encourage team collaboration, mentorship and growth.

Learning Objectives
  • Recognize how automation can grow their practices
  • Identify top technologies that can benefit their firms
  • Leverage technology for generational planning and change management in order to recruit the best talent

Major Topics
  • History of accounting
  • Technology and disruption
  • The new way of automation of data
  • Learning soft skills to become a Cherished Advisor
  • Generational differences
  • Creating a generational-friendly culture
  • Move away from time and to value and effort instead
  • Selecting your technology
  • Creating opportunity
  • New service offerings
  • New staffing model
  • Hiring and retaining talent
  • Creating a culture that sticks

Who Should Attend

Senior Level Associate, Management, Partners, Firm Owners

Fields of Study
Personnel/Human Resources


Base understanding of cloud technology

Business Learning Institute

CPE Credits


This course is available for your group as:


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