Webinar (CPA Crossings): Solving the Capacity Challenge

Description

The capacity challenge has been going on since the dawn of time in public accounting but certainly has been more pronounced recently with graduates in high demand. Firms feel understaffed for the high-volume periods. People feel flattened out when finishing busy seasons, including partners. Firms must stop talking about the capacity problem and start solving it. Leave this session with ideas to resolve your firm’s capacity challenge once and for all!

Learning Objectives

After attending this presentation you will be able to…

  • Utilize non-traditional talent in revenue-producing, client-facing roles inside your service lines
  • Strategically right-size certain areas of your business by culling clients
  • Ensure incentives drive the right behaviors from client leaders
  • Pool or segregate certain types of services into delivery teams to drive efficiency
  • Outsource, offshore and use fractional team members to create an “off/on” source for peak periods
Major Topics

The major topics covered in this class include:

  • Exploring the talent market today and how it is impacting capacity
  • Learning three approaches to right-size the client load
  • Exploring four strategies to leverage technology and create capacity
  • Identifying the role that scheduling can play in creating capacity
Provider
CPA Crossings, LLC
Course Level
Basic
CPE Field of Study
Business Management and Organization
2
Who Should Attend

This course is for managers and up, HR and Operations Leaders, Firm Administrators, Managing Partners, Department Heads and Executive Committee Members

Instructor(s)
Renee Moelders Tamera Loerzel
Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Sep 23, 2021
9:00 am - 11:00 am MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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Webinar (CPA Crossings): Solving the Capacity Challenge


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