Content Provider
Convergence

Sponsored by
Avalaralogo
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Engagingnextgen avalara

ENGAGING NEXTGEN CLIENTS

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Millennials have surpassed Baby Boomers as the largest living generation in the US. Young buyers are transforming the way we call a taxi, stay in touch with business colleagues and shop for essentials. And their digital expectations are driving changes to the traditional CPA firm client engagement and service delivery models.

Attend this session to:


  • Understand next generation buyers and how they are different from traditional clients

  • Develop effective strategies to market to and attract young buyers

  • Learn to proactively engage the successors of your retirement-age clients and your NextGen talent to ensure client continuity


Leave this session with a roadmap for ensuring your firm stays relevant by engaging with the buyers of today and tomorrow!

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Convergence

Renee Moelders is a consultant with ConvergenceCoaching, LLC. Prior to joining ConvergenceCoaching, Renee was a Firm Administrator for Copeland Buhl & Company, PLLC, a medium-sized public accounting firm in the Minneapolis/St. Paul area. In her role as Firm Administrator, she was responsible for finance, operations, human resources and oversight of the administrative team. Over the course of her 20 year career, Renee has worked for four different accounting firms around the country, exposing her to a variety of challenges in day-to-day operations as well as being instrumental in devising and executing long-term strategy. Renee has managed a variety of firm projects in the past including management and monitoring of the succession process as partners retire; developing and improving firm performance evaluation, career development and goal setting processes; software conversions and improvement in the firm’s utilization of computer systems and software; and development of dashboard financial reporting systems to help the organization focus on key metrics to move the organization forward. Because success in her prior Firm Administrator roles required Renee working closely with the Managing Partner and the partners to manage change, she is perfectly suited to her consulting role working closely with firm leaders within the ConvergenceCoaching client community. For many years Renee has been an active member and leader in the CPA Firm Management Association. She served as the Vice President of the CPAFMA Minnesota Chapter, where she scheduled exciting and meaningful monthly programming for engaged participants. She also serves on the Planning Committee for the BDO Alliance HR Roundtable. Renee is a frequent speaker and writer on topics impacting CPA firm leaders and offers practical strategies for improvement and change. In her free time, she practices vinyasa yoga and enjoys walking, cooking for her husband and two kids, singing baritone in a women’s barbershop chorus, and reading.

Linkedin
Convergence

Brianna Johnson is a consultant with ConvergenceCoaching, LLC, a national consulting firm dedicated to developing leaders and transforming teams through coaching, practice consulting, strategic planning and learning and development. She is a speaker, writer and facilitator within the CPA profession on topics related to practice management, talent, practice growth and business development. Brianna works with individuals and teams to apply new methods for collaborating, communicating and creating pathways for achieving goals. A Millennial, she is passionate about promoting the values, interests and motivators of NextGen talent and clients. Brianna leads the ConvergenceCoaching Rainmaker Development Program® (RDP), working with firms and individuals to elevate their business development strategies. She is also a coach in the firm’s Transformational Leadership Program™ (TLP). When Brianna isn't working with professionals to achieve their goals, she enjoys spending time with her husband and their dog, Finn. She loves to cook, bake, and travel to new places and old favorites, to ski, mountain bike or just explore.

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Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (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: www.nasbaregistry.org.

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About Our Sponsor

Avalaralogo
Avalara helps businesses of all sizes get tax compliance right. We provide prebuilt integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. If you are an accounting practitioner, Avalara has a suite of Avalara for Accountants solutions, purpose-built to help you directly support your clients. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India.