AICPA logo
AICPA logo
  • Home
Designing the Future Firm: Next Generation Hiring, Staffing and Succession Planning
Management Accounting

Designing the Future Firm: Next Generation Hiring, Staffing and Succession Planning

Technology can be used to create future-focused staffing and change management models that encourage team collaboration, mentorship and growth. Learn how in this webcast.

$35 - $45
Do you have an AICPA membership? Log in to apply your member discount.




May 24, 2021

NASBA Field of Study

Business Management and Organization



CPE Credits



Amy Vetter


3 months

Product Number


 Business & partner 
Product Details

The journey to become a cherished adviser

How do we create the next generation of influential advisers who are considered highly-valued strategic partners? If the traditional path to leadership is fading, what's the new path?

This webcast explores the soft skills it takes to become a cherished adviser, and the technology that decreases the time and effort expended and increases the value of time and services.

Key Topics

  • Understanding technological advancements and data automation
  • Selecting your technology
  • Exploring new service offerings and creating opportunities
  • Creating a new staffing model
  • Hiring and retaining talent
  • Creating a generational-friendly culture that sticks

Learning Outcomes

  • Recognize how automation can grow your practice
  • Identify technologies that can benefit your firm
  • Identify technology for generational planning and change management in order to recruit the best talent

Who Will Benefit

Accountants and finance professionals, senior-level associates, managers, partners, firm owners

Credit Info
CPE Credits
NASBA Field of Study
Business Management and Organization, Personnel/Human Resources
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Amy Vetter
Amy is the CEO of The B3 Method® Institute and Drishtiq Yoga, a top inspirational keynote speaker, corporate board member, author and host of the podcast Breaking Beliefs. As a CPA and Yogi who specializes in technology innovation, Amy is a motivational and inspiring speaker. She provides a refreshingly new perspective that inspires and guides professionals on how to transform their careers and lives.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Designing the Future Firm: Next Generation Hiring, Staffing and Succession Planning
May 24, 2021
Select from the following options:
May 24, 2021
7pm8pm GMT
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

Related content