CPDStore

12th Sept, 10:00

How to Step Back from the Day to Day of Your Practice

Speaker: Rachel Harris - striveX

During the session, we’ll go through the key steps to stepping out of the day to day running of your practice:

• responsibilities clearly allocated
• franchise the inside
• strong culture
• financial controls
• business reporting dashboard
• strong flow of communications

Course level: Foundation /Intermediate

12th Sept, 11:00

Empowering Personal Growth: Strategies to Increase Confidence in the Workplace

Speaker: Zoe Thompson – Phoenix Life and Wellbeing Coaching Ltd

Join our webinar to unlock your potential and enhance your effectiveness in the workplace. As an accountant, mastering confidence in communication and overcoming Imposter Syndrome is crucial for maintaining professional integrity and fostering strong client relationships. The pressures and expectations within the accounting profession can often lead to self-doubt and hinder personal growth. This webinar addresses these challenges head-on, offering practical strategies to boost your confidence and professional presence. By attending, you'll gain valuable insights that can elevate your practice, improve client interactions, and ultimately enhance the value you bring to your business.

Zoe Thompson will cover the following topics during this webinar:

• Understanding Factors Impacting Confidence: Explore common issues that affect confidence in workplace interactions.
• Personal Growth Recognition: Identify and leverage personal growth opportunities to enhance professional development.
• Identifying and Addressing Imposter Syndrome: Learn to recognise Imposter Syndrome in yourself and your team, and understand its impact.
• Strategies to Combat Imposter Syndrome: Gain practical tips and techniques to overcome Imposter Syndrome effectively.
• Enhancing Workplace Communication: Implement insights to build confidence and improve communication with colleagues and clients.

By attending this session, you will:

• Understand the key factors that impact your confidence in workplace interactions.
• Recognise personal growth opportunities and their significance in professional development.
• Identify Imposter Syndrome within yourself and among your team members.
• Apply practical strategies and tips to combat Imposter Syndrome effectively.
• Enhance your confidence and communication skills in the workplace, leading to improved professional relationships and client interactions.

This session will be of particular interest to all as self-development, mindset and confidence strategies.

Course Level: Foundation

12th Sept, 12:00

Employment Law Changes Under a Labour Government - What Small Businesses Need To Know and Prepare For

Speaker: Kathryn Rogers – face2faceHR

The Labour government has proposed some significant changes to employment law including further increases to the National Minimum Wage, abolition of “worker” status, the right to a contract for self-employed individuals and day 1 protection against unfair dismissal. Help your clients to prepare and manage any associated cost implication by getting ahead of the curve!

Kathryn Rodgers will cover the following topics during this session:

Legal changes in relation to:
• Pay and tax
• Worker status and self-employment
• Dismissals
• Work life balance
• Statutory sick pay reforms

By attending this session, you will understand the likely employment law changes to be made by the Labour government, and their implications for your clients.

This session will be of particular interest to Accountants serving small business owners, business owners.

Course Level: Intermediate

12th Sept, 13:30

How To Begin Your Video Career

Speaker: Ashley Leeds - Full Cup Coaching

"How To Begin Your Video Career: The Complete Guide to Getting Started Creating Videos for Social Media," is designed specifically for accountants looking to leverage video content in their practice.

In today's digital age, video is a powerful tool to enhance client engagement, build brand authority, and streamline communication. This session will explore why creating videos for social media is crucial for accountants and how it can significantly benefit their practice.

Attendees will learn actionable strategies to start their video journey, creating content that resonates with clients and enhances their professional value.

Ashley Leeds will cover the following topics during his presentation:

• Understanding the Power of Video for Accountants:
◦ Importance of video content in today's digital landscape
◦ How video can enhance client communication and engagement

• Getting the Confidence to Create Video:
◦ Why we do not do video
◦ Using Neurpscice to help you

• Getting Started with Video Creation:
◦ Essential equipment and tools needed
◦ Basic video shooting and editing techniques

• Content Planning and Strategy:
◦ Identifying topics that resonate with your audience
◦ Developing a content calendar for consistent posting

• Putting it all Together:
◦ Getting started
◦ Editing and posting
By attending this session, you will:

• Understand the importance of video content in today's digital landscape for accountants.
• Learn how video can enhance client communication and engagement.
• Overcome barriers and gain confidence to start creating video content.
• Use neuroscience principles to help you get comfortable with video creation.
• Acquire knowledge of the essential equipment and tools needed for video creation.
• Master basic video shooting and editing techniques.
• Develop skills to identify topics that resonate with your audience.
• Learn how to create and maintain a content calendar for consistent posting.
• Be equipped to effectively edit and post your videos.
• Gain practical strategies to measure the success and impact of your video efforts

This session will be of most interest to:

• Accountants and financial advisors
• Tax advisers looking to enhance client communication
• Business owners aiming to improve their social media presence
• Marketing professionals within accounting firms

The webinar will touch on the increasing importance of digital transformation in accounting practices, particularly in light of recent trends towards remote work and virtual client interactions. Attendees should pay particular attention to how these trends are shaping the future of client communication and engagement.

Course Level: Foundation

12th Sept, 14:30

Mastering Efficiency In Your Accounting Practice: Strategies For Streamlined Success

Speaker: Bev Flanagan - Bev Flanagan Financial Ltd

In today’s fast paced and ever evolving business environment, efficiency is no longer just a competitive edge but a necessity for survival and growth. This session will delve into actionable strategies to streamline your operations, enhance team productivity, and optimise financial management, ultimately leading to higher profitability and superior client satisfaction. By attending this session, you will gain invaluable insights and practical tools to improve your practice's efficiency, resulting in enhanced business outcomes and elevated client experiences. Don’t miss this opportunity to transform your practice into a well oiled machine that consistently delivers exceptional value to your business and your clients.

Bev Flanagan will cover the following topics during this session:

• Effective Time Management: Understand techniques for better time management, enabling you and your team to prioritise tasks and handle workloads more efficiently.

• Workflow Optimisation: Learn how to assess and streamline your current workflows to eliminate inefficiencies and bottlenecks, ensuring smoother operations and increased productivity.

• Team Productivity Enhancement: Gain strategies for effective task delegation, continuous professional development, and improved communication to foster a highly productive and collaborative team environment.

• Client Management Excellence: Master efficient client onboarding, regular communication practices, and feedback mechanisms to enhance client satisfaction and loyalty, ultimately driving business growth.

• Client Retention Strategies: Discover methods to improve client retention through exceptional service delivery and continuous engagement, ensuring long term business relationships.

By attending this session, you will learn how to optimise workflows, leverage technology and automation, and enhance team productivity. You'll gain insights into effective financial management, innovative pricing strategies, and efficient client management. Additionally, you'll understand time management techniques, performance tracking with KPIs, client retention strategies, and effective change management, enabling you to drive business growth and deliver exceptional value to your clients.

This session will be of particular interest to practice owners.

Course Level: Foundation

12th Sept, 15:30

Powering Up Your Outreach and Prospect Engagement

Speaker: Margaret Bradshaw – Red Button Marketing Training

In this session we will be looking at what influences can impact your communication opportunities and target market. We focus on two of the key pillars of knowledge that support sustainable and connected marketing plans. This gives accountants a time saving way to develop effective communications and keep on track to results. Productivity is essential and for accountants its vital that time invested in marketing is measured in a clear way. Accountants attending this session can see how to build a marketing process that offers long term deliverables and results.

Margaret Bradshaw will cover the following topics during this presentation:

• How to develop a marketing process
• Exploring communications and target market
• Increasing productivity in marketing across the team
• Demonstrating how to add agility to your plan
• How to maximise knowledge to drive results

By attending this session, you will have a good understanding of how to develop and utilise knowledge and insights within the firm to power your firms growth.

This session will be of particular interest to partners and managers.

Course Level:Foundation