Co-workers who advocate for each other build long-term loyalty that supports firm stability. Cultivating mutual allyship among team members is an essential early leadership skill. Rehmann, a perennial on the Accounting MOVE Project Best CPA Firms lists, integrates strong peer relationships within practices with career pathing and succession planning, ensuring a reliable roster of diverse talent. Leaders from the Accounting & Financial Women’s Alliance offer enhanced peer context for small firms and solo practitioners, opening new venues for growth.
Academic, industry, and prior Accounting MOVE Project analysis all agree: Peer relationships are among the most important and most overlooked dynamics for retaining employees at every level. Now, peer support must adapt in several directions to strengthen retention. Senior women, who were essential for pulling organizations through the early chaos of the COVID-19 pandemic, are the most stressed of all employees. Meanwhile, peer context is invaluable for helping younger professionals envision advancement at their current employers. This session outlines practices and case studies that show how to accelerate the power of peer relationships, through both structured programs and through team culture.
Learning Objectives:
Rehmann
Director of Operations
[email protected]
(517) 316-2430
As the director of operations for Rehmann Financial, Amy represents the wealth management division across the Firm. She is extensively involved in general operational planning, Rehmann Financial strategy, and business combination planning.
Inovautus Consulting
Consultant
[email protected]
Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large before moving into the accounting technology sector, successfully building sales training programs for Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA and the most underserved in terms of skill development and training. Ty’s passion is to provide the tools essential for accountants to be successful and enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.