Tracks:
Advanced Accounting and Auditing
Advanced Estate Planning
Advanced Personal Financial Planning
Practitioners and TECH+
Titles on your LinkedIn profile:
COO, CFO, Director of Administration, Director of Operations
Your professional credentials and affiliations:
CPA, PAFM, SPHR, PHR
Years in the business:
Junior
Mid
Senior
Your ambitions:
- Have my clients think of my accounting firm before anyone else
- Become known for having the busiest table at CPA career fairs
- Build a company culture that thrives on change
In your toolkit:
- HR and talent management
- Succession planning
- Business development
- Communication
- Strategic planning