Business Model Shifts to Meet Today's Market and Building a Truly Progressive, Talent Forward Firm

OL558-22  |  On Demand Course  |  Update  |  Self-Study


Demographic shifts and new technology innovations are driving unprecedented change. Today's market presents seemingly unlimited opportunity for serving clients, but increased challenges persist in finding, retaining, and preparing talent to serve them. Leaders who make the necessary business model changes stand the best chance of remaining relevant, competitive, and sustainable. In this session, we'll explore change strategies to ensure your competitive advantage, including:

  • Solving the capacity challenge with creative new strategies to access talent, narrow client focus and leverage technology
  • Managing a remote and blended talent and client management approach to truly achieve borderless reach
  • Elevating pricing, billing, and benchmarking methods to reflect today's market and needs and inspire a higher level of performance
  • Enhancing your value to clients with a broader, advisory approach that leverages the full resources of the firm

With all that's happened in the last few years, the profession is facing unprecedented change. Firms are challenged to now integrate the dreams, goals, and desires of their talent into their core firm strategy. Leaders who drive cultural change stand the best chance of remaining relevant and competitive. Together, we'll explore strategies to engage your talent, including:

Shifting to a leadership culture centered on getting better, letting go, being open to change, and failing forward

  • Engaging and motivating your talent including embracing remote and blended work, flexibility, technology, and new ways of learning to bring future leaders along faster
  • Clarifying expectations to ensure firm and client needs are met, too

Leave this session with a clearer picture of the business model shifts you'll need to make to have talent and clients proud to work at – or with – your firm. Gain ideas to build a culture that inspires, empowers, and retains your talent to sustain your firm.

This course is part of the 2022 Annual Meeting and Convention. Purchase the conference bundle here.


Number of Credits Type of Credits
4.00 Business Management & Organization



We have updated the format of the vidoes in the TSCPA On Demand Video Library to optimize your viewing experience. Please take a quick moment to view the video below and test your system.

Can you play the video above? If not, your network's firewall is likely blocking our on-demand courses. Please have an IT professional whitelist and If you have additional questions, please contact TSCPA at 615/377-3825.

Login and eMaterials: To access TSCPA's On Demand Video Library courses and related eMaterials, click on your My CPE page. All On Demand course purchases will be accessible from this personalized page.

Cancellations, substitutions and transfers are not available for On Demand courses or self-study products. By registering for this On Demand course, you agree to TSCPA's Policies and Procedures.


Member (Early Bird)
Non-Member (Early Bird)
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at


Jennifer Wilson

Jennifer is co-founder and partner of ConvergenceCoaching LLC, a national consulting firm that helps leaders achieve success. Named in the top ten of Accounting Today's 100 Most Influential People in Accounting, INSIDE Public Accounting's Top 10 Most Recommended Consultants, CPA Practice Advisors' Top 25 Thought Leaders and AICPA's Top 25 Most Powerful Women in Accounting, Jennifer is an experienced change agent who has worked in both public accounting and industry.

She is a frequent speaker, writer and thought leader on topics related to leadership, the rise of the next generation and managing change within the CPA profession. She is also an avid runner, hiker, yogi, gardener, wife and mother of 3.

Back to Instructors