CPDStore

6th June, 10:00

How To Forge Ahead: A Lived Experience Mental Health Playbook for Accountants

Speaker: Nick Elston – Forging People Ltd

Join us for "How To Forge Ahead: A Lived Experience Mental Health Playbook for Accountants," a compelling webinar designed specifically for accounting professionals. Learn the critical importance of mental health awareness within the finance sector, exploring how effective stress management and mental well-being are key to enhancing productivity and decision-making. This session delves into real-life experiences, offering practical tools and insights that directly improve the value to your practice and client relationships. Discover why prioritising mental health is essential in today's rapidly evolving financial landscape.

In this session Nick Elston will cover the following,

• Discover Nick’s journey from battling mental illness to becoming a professional speaker.
• An in-depth look at mental health versus mental illness within professional environments.
• Strategies to enhance workplace culture by understanding the roots of our actions and beliefs.
• A three-step toolkit for building resilience amidst daily professional pressures.
• Techniques for setting effective boundaries and conducting impactful mental health conversations.

By attending this session, you will gain a deeper understanding of mental health tailored for the accounting profession. You'll be equipped with strategies to manage stress, build resilience, and foster a supportive workplace culture, enhancing both personal well-being and professional performance.

This session is ideal for tax advisers, auditors, business owners, and any accounting professionals interested in integrating mental health strategies into their practice to enhance overall productivity and client service.

Course level: Foundation

6th June, 11:00

Price Rise Opportunities for Accounting Firms

Speaker: Des O'Neill - OmniPro

In 2024 OmniPro conducted a price benchmarking survey for SME Accounting Firms. Almost 400 firms participated in this survey and the results were clear. There is a huge opportunity for the vast majority of Accounting Businesses to raise their prices.

In this energised and fast paced session Des O’Neill looks at the key findings of the 2024 Price Benchmarking Survey. He will explore the opportunity for firms to raise their prices and looks at the practical steps that accounting firms can take to raise their prices without losing clients.

In this session Des O’Neill will cover the following topics:

• The Key Findings of the 2024 Benchmarking Survey
• Benchmarking your Firm and identifying undercharging and price rise opportunities
• The Psychology of Pricing accounting, tax and bookkeeping services
• Raising prices for new clients
• Raising prices for existing clients

By attending this session, you will:

• Understand where your firm’s pricing is in comparison to your peers.
• Identify fee increase opportunities where your prices are too low, the opportunity to provide more services to existing clients and generating the fees you deserve by charging for everything you do.
• Create your firm’s new pricing menu which will create internal clarity for you and your team and your clients.
• Learn how to use pricing discrimination to create space and time to provide better service to your existing best clients and attract better new clients.
• Be able to have structured pricing conversations that strengthen relationships with the clients you want to keep.
• Improve profitability in a way that benefits you, your business, your team and your customers.

This session will be of interest to Firm owners, partner designates, and senior team members involved in face-to-face client interactions and pricing and billing activities for new and existing clients.

Course level: Advanced / Need to know

6th June, 12:00

HR & Employment Law Update - June 2024

Speaker: Kate Shepherd – Kate Shepherd Associates Ltd

This highly interactive workshop will provide learners with a guide to recent changes in HR and employment law, as well as anticipating future changes on the horizon.

This workshop will examine all the topical issues in HR and employment law including:

• Employment law and Brexit
• Contracts of employment
• Ending the employment relationship and redundancy
• Discrimination, Family friendly laws and changes to flexible working
• What’s on the horizon

This session will be of particular interest to tax advisers, auditors, business owners.

Course Level: Need to Know

6th June, 13:30

Get Started with Building Your Personal Brand (Getting People to Know, Like, and Trust you)

Speaker: Ashley Leeds – Full Cup Coaching

Join our exclusive webinar, "Get Started with Building Your Personal Brand" to master the art of leveraging LinkedIn™️ for your accounting or bookkeeping practice.

In an era where digital presence shapes professional success, this webinar is tailored specifically for financial professionals looking to differentiate themselves and attract more clients, grow their brand and improve hiring.

Discover why a strong personal brand on LinkedIn™️ is your most potent tool in building visibility and credibility in your industry. By attending, you'll learn practical strategies to enhance your profile and effectively communicate your expertise, directly benefiting your business and clients.

Ashley Leeds will cover the following topics during this webinar;

• Optimizing Your LinkedIn™️ Profile: Key steps to enhance your visibility and attract the right connections.
• Content Creation: Crafting posts and articles that establish thought leadership and engage your network.
• Networking Strategies: Effective ways to expand your professional network and foster valuable relationships.
• Understand LinkedIn Strategy: An overview of LinkedIn™️ to ensure you do more than just scroll on by.

By attending this session, you will gain the knowledge and skills to:

• Develop and refine your personal brand on LinkedIn™️.
• Increase your visibility and influence within your target market
• Attract and retain clients through strategic networking and content.
• Leverage LinkedIn™️ to enhance your professional presence.

This session is ideal for accountants, bookkeepers, tax advisers, auditors, and business owners within the financial sector who are looking to elevate their professional brand and networking capabilities on LinkedIn™️.

The webinar will highlight the strategy for using LinkedIn with PURPOSE with particular attention to adapting branding strategies so that you stand out.

Course Level: Intermediate

6th June, 14:30

Strategies for Accountants: Branding and Social Media Essentials

Speaker: Bev Flanagan - Bev Flanagan Financial Ltd

Join our webinar on "Branding and Social Media Strategies for Accountants" to gain essential insights for thriving in today's digital marketplace. Learn how to establish a strong brand presence and effectively engage with clients online. In an increasingly virtual world, mastering these strategies is vital for staying competitive and relevant. By attending, you'll discover practical techniques for leveraging social media to attract new clients and enhance relationships with existing ones. Don't miss this chance to elevate your accounting practice and provide better service to your clients.

Bev Flanagan will cover the following topics during this session:

• Establishing a Strong Brand Identity: Learn how to define and communicate your accounting firm's unique brand personality and values.
• Crafting Compelling Content: Discover strategies for creating engaging and relevant content that resonates with your target audience on social media platforms.
• Leveraging Social Media Platforms: Explore best practices for utilizing popular social media platforms such as LinkedIn, Twitter, and Instagram to amplify your brand presence and reach.
• Building Client Relationships: Gain insights into how to effectively engage with clients online, foster meaningful connections, and enhance client loyalty through social media interactions.
• Measuring Success: Understand how to track and analyse the performance of your social media efforts, and identify key metrics to gauge the effectiveness of your branding strategies.

By attending this session, delegates will gain an understanding of branding and social media strategies tailored specifically for accountants, empowering them to effectively establish and enhance their firm's brand identity, engage with clients on digital platforms, leverage social media to attract and retain clients, and measure the success of their branding efforts through actionable metrics and insights.

The session will be of most interest to accountants and bookkeepers.

Course Level: Foundation

6th June, 15:30

In the BLACK - Nine Principles To Make Your Business Profitable

Speaker: Roger Knecht – Universal Accounting Centre

Join Roger Knecht and discover what you need to know about Running the Premier Accounting Firm and get paid what you are worth,

In this session Roger will discuss the following topics;

• Know how to make the three major functions of business - Marketing, Production, and Accounting - work together more effectively
• Understand a process of gaining knowledge - even wisdom - to help you and your clients make better business decisions
• Know how to become a Profit Expert for each of your client’s businesses •
• Improve your understanding of the financial position of your client’s business
• Understand more clearly how accounting information can help you manage their businesses more profitably
• Be able to develop action plans to implement these Nine Principles immediately in each business

Course level: Intermediate