Complimentary for Members

November 21, 2024

Live Webcast

NASBA 1

Transforming CPA Firms: Embracing Change for Growth and Sustainability Tech Session Webinar

Participants will gain insights into optimizing talent management by addressing current workforce challenges, including recruitment and retention, and the importance of creating a supportive and flexible work environment.

November 21, 2024
Live Webcast
NASBA 1
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    Instructor

    Orumé
    Hays

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    Ms. Orumé Hays, CPA

    Bio
    • Orumé Hays, CPA, CGMA. Founder, HAYS CPA LLC, is a CPA in the State of New York and the Commonwealth of Virginia. She is also a Chartered Global Management Accountant (CGMA). Her extensive finance and accounting experience includes working with small, medium, local, national, and international businesses. She has over a decade of business operations and financial expertise in various business sectors, including architecture, design, entertainment, event productions, food & beverage, healthcare, and hospitality. Orumé is a active member of the AICPA and the NYSSCPA. She is a member of the Financial Accounting Standards, Small Firms Practice Management (past-chair), Personal Financial Planning, and Not-for-Profit Organizations NYSSCPA Committees. She is an NYSSCPA Director-at-Large, and the immediate past president of the Manhattan/Bronx Chapter. Hays is also an executive committee member of AICPA’s
    • Private Companies Practice Section (PCPS). She is a past two-term Treasurer of the University of Benin Alumni Association North America. She is a Certified QuickBooks Pro Advisor and also an adjunct lecturer at the Lucille and Jay Chazanoff School of Business, College of Staten Island (CSI) of the City University of New York (CUNY).
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    Instructor

    Erin
    Hartman

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    Erin Hartman

    Bio
    Erin joined the AICPA & CIMA's Firm Services Team in July 2021 with 15+ years of experience in both public and private accounting. She began her career as an auditor with EY and has Big 4, regional, and small firm experience. She has served as the Controller at both a regional advertising agency and K-12 private school and most recently was a Tax Manager with RSM prior to joining the Association. Erin currently manages G400, PCPS networking groups, pipeline initiatives, the business model transformation project, benchmarking surveys, and relationships with state societies and firm associations. Erin graduated from Meredith College and North Carolina State University’s Master of Accountancy program. She works out of the Durham, NC office and calls Eastern NC home.
Participants will gain insights into optimizing talent management by addressing current workforce challenges, including recruitment and retention, and the importance of creating a supportive and flexible work environment.

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Recognize the imperative to adapt to changing client expectations, technological advancements, and staffing challenges
  • Explore actionable frameworks for business transformation, focusing on strategy development, governance structures, service offerings, and the integration of technology to enhance efficiency and client satisfaction
  • Gain understanding on how to leverage available AICPA's Private Companies Practice Section (PCPS) resources.

Major Topics

  • The imperative to adapt to changing client expectations, technological advancements, and staffing challenges
  • Actionable frameworks for business transformation, focusing on strategy development, governance structures, service offerings, and the integration of technology to enhance efficiency and client satisfaction
  • Leverage available AICPA's Private Companies Practice Section (PCPS) resources.

CPE Credits Available

NASBA 1
1
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Administrators and Partners of Small CPA Firms

Provider

Foundation for Accounting Education

This event has ended.