With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.
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Generational expert Jason Dorsey recommends ways employers can recruit (and keep) members of the often-misunderstood Millennial generation.
Recruiting a diverse workforce can be a challenge. This article discusses how the challenge can be overcome with a commitment to building relationships.
It takes special skills and practice to manage these global virtual interactions successfully. This blog post offers several tips to manage far-flung employees.
Companies are looking at ways to recruit and retain Millennial employees and focusing on a number of criteria their employees are requesting. This article explores...
This article shares a few general guidelines to follow when trying to make your business more diverse and inclusive.
This article provides information on the value of "stay" interviews and provides pointers to keep these interviews on track so your organisation can retain valued...
Trust within an organization is essential to its success, but trust isn't a given. This article discusses a recent research report and provides tips to build trust.
Accounting recruiters can learn from college coaches, who build relationships with, and are identifying talent early. Learn more in this article.
This article discusses six key traits that business leaders need to embody to convert diversity into insights that drive financial performance: