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Self-Study CPE
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Free cpe webinars
Evaluate and Build/Update Your Organization's Talent Management Plan


Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Most accounting firms (and all businesses in general) have a clear understanding and plan for their operational strategy. However, when asked if they have a clear strategy regarding their human capital more than 80% say they have 'no plan" or "very little of a plan" (e.g., they may have a staffing plan or do some sort of succession planning). Yet, when asked how important their people are to the ongoing, long-term success of their business the overwhelming response is, “critically important.” Thus, there is a large disconnect between the practice of talent management and its idealized state. Accordingly, this session helps organization leaders understand the robust nature of talent management and how they can begin thinking and creating a more strategic approach to the acquisition, engagement, development, and retention of their most valuable asset – their people.

During this session participants will explore a framework that they can use to immediately begin assessing their own organization in terms of talent management without over-engineering the process. Participants will be intellectually stimulated to think about the people-side of their business in a more comprehensive and deeper manner; thus, positioning themselves to identify areas of enhancement that drives their operational strategy.

The final product of this workshop will be a completed audit of your firm's talent management practices and recommended action plan to be presented to your firm's most senior leaders.

Learning Objectives:

  • Discover a Talent Management framework that facilitates a deeper and more comprehensive analysis of your organization’s human capital

  • Explore why, and how, hiring the right person (i.e, talent acquisition) the first time using validated instruments increases productivity and drives employee retention – as well as how bad hires waste money

  • Once the right person is hired, we explore how to get them engaged (i.e., talent engagement) so that they work hard for you, get along with others, and become loyal (which mitigates turnover)

  • Once you hire the right person and then get them engaged, you will explore ways to develop (i.e., talent development) your people so that they can build their talents into strengths and apply them to the job – this is the number one driver of employee retention

  • Explore what it means to leverage talent – this domain of talent management involves career pathing, succession planning, mentoring etc. which allows your organization to maximize its collective talent

  • identify how all of the collective domains of talent management drives talent retention – which not only saves money but headaches as well identify various tools that are readily accessible to support the analysis and practice of all talent management domains


Jeremy Wortman

HRD Initiatives
Talent Management Consultant
(402) 817-4902

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With a strong passion for and a commitment to the positive development of individuals and organizations, Jeremy Wortman is the Owner of HRD Initiatives, which specializes in leadership development, organizational development and talent management solutions. In this capacity, he works with client partners’ executive teams in determining talent management strategies, building leadership talent, implementing solutions and coaching individual leaders.

Wortman has more than twenty years of experience in organization and leadership development with a significant amount of his time, early in his career, at TD Ameritrade where he was the Director of Organizational Effectiveness. There, he was responsible for enterprise-wide talent management initiatives where he partnered with senior executives across the organization to determine business unit and department-level talent management strategies and solutions that drove their performance goals. He was also responsible for building their leadership development programs. He has extensive knowledge of organizational psychology and has had great success in developing strategies and programs that build better individuals and organizations using a strengths-based approach.

Additional Materials
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Cpaofficial offers an easy to use platform for knowledge sharing and idea exchange through the marketing and presenting of the most up-to-date educational content and developments important to the accounting profession. On, members have access to the highest quality webinar presentations by thought leaders in the profession. Members can also take advantage of opportunities to view archived sessions, enjoying the ability to choose between real-time or past events. In addition, members can access information and register for live conferences and seminars through the site.