Ideas that move leaders and organizations forward.

The accounting profession is shifting from rewarding execution to rewarding judgment, trust, and leadership, and many rising leaders are still operating as if the old rules still apply. This session challenges participants to close that gap, moving from manager thinking to ownership thinking through four critical leadership shifts. Participants leave with a clear picture of what future-ready leadership requires and a personal action plan to build it.

• Who Should Attend: CPA firm leadership development program participants
• Fields of Study: Business Management & Organization
• Prerequisites: None
• Level: Intermediate
• CPE: 8.0

This keynote and workshop are designed to equip current and aspiring leaders with the essential skills and insights needed to thrive in an increasingly technology-driven workplace. This interactive, forward-thinking session challenges participants to harness the power of Generative AI and other new technologies, while emphasizing the irreplaceable value of human leadership.

• Format: Keynote (60 or 75 minutes) or interactive Workshop (2-hour or 4-hour options)
• Delivery: In-person or virtual
• Level: Basic; no prerequisites
• Designed for: Every level of the organization, from individual contributors to the CEO

Trust has always been central to accounting and finance, but in a technology-first world it can no longer be assumed, inherited, or protected by reputation alone. As AI, automation, and intelligent systems reshape how work gets done, stakeholders are asking new questions about judgment, transparency, and accountability. This session introduces the mechanics of trust and explores how trust is built, damaged, and repaired across individuals, teams, organizations, and technology-enabled systems. Drawing on the Rise2040 findings, participants leave with a practical framework for understanding the anatomy of trust and their own role in building it in an AI-enabled profession.

• Fields of Study: Behavioral Ethics
• CGMA Competency: Leadership Skills
• Prerequisites: None
• Level: Basic/Overview
• CPE Hours: 1.0

What if you could tap into your employees' greatest motivations, dramatically improve relationships, and accelerate team results? What if your employees could increase self-awareness, improve teamwork, make conflict more productive, and lead more effectively? DISC unleashes the power of your team by helping them better understand themselves and each other. This offering can include a customized combination of individual assessments and reports, team reports, team workshops, and keynote/training, available as a 1-hour, 2-hour, or 4-hour program.

• Format: Live Webcast or In-Person; 1-hour, 2-hour, or 4-hour program
• Level: Basic
• Who Should Attend: Any person or team wanting to grow in self-awareness, improve communication, and build trust
• Prerequisites: None

A hands-on workshop that challenges senior leaders and upper management to think beyond today and develop leadership continuity into the future. This session focuses on empowering growth through leadership pipeline development, teaching specific tools that shift succession development from a moment to a mindset. Pausing to think beyond today, leaders learn how to carry these conversations back to their own teams to ensure true succession success.

• Format: Workshop
• Who Should Attend: Senior leaders and upper management
• Prerequisites: None

Working parents want to feel like they are winning. This session is both inspirational and practical, connecting attendees to their own core values to design their unique game plan and personal definition of "winning." As a working mom who is in the game daily, Kassi shares stories and examples, including laughter and tears, as she teaches working parents to run new plays. Part of winning the game means learning new plays; if we keep doing what we've always done, nothing will change. No matter the age of your dependents or the phase of your career, it's possible to feel like you're winning at work as a working parent.

• Format: Keynote (75 minutes) or interactive Workshop (best as 90–120 minutes)
• Delivery: In-person or virtual
• Level: Basic; no prerequisites
• Who Should Attend: Working parents (variations of this session are available for broader caregiver definitions)

Whether we realize it or not, we are constantly both giving and receiving feedback. We know feedback is essential to our personal development, but we so often dread or even dismiss it. Feedback can be ill-timed, unfair, and downright mean, but that doesn't have to dictate our ability to use it for our own growth. Drawing on lessons from the best-selling book Thanks for the Feedback by Douglas Stone and Sheila Heen, this session covers the three types of feedback, the barriers to receiving good feedback, and how to be empowered to seek out feedback for your own growth.

• Format: Virtual workshop (2-hour or 4-hour) or in-person workshop (4-hour or 8-hour)
• Level: Basic
• Who Should Attend: Anyone who receives or gives feedback: everyone!
• Prerequisites: None

What's the conversation you've been avoiding? You know, that one. We all avoid them from time to time because difficult conversations are, well, difficult. Influenced by the work of the Harvard Negotiation Project and the book Difficult Conversations, this session provides a road map for having difficult conversations in a healthy way. Whether you need to initiate a hard conversation or you find yourself on the receiving end of "we need to talk," these principles will change how you feel and the road map you follow for dealing with tough topics.

• Format: Live Webcast
• Level: Intermediate
• Who Should Attend: Humans who work with humans
• Prerequisites: Thanks for the Feedback is strongly preferred, but not required

A leader's own self-awareness is a critical component of their ability to lead others. DISC is a powerful tool to help leaders at any level better understand how they're perceived, know their own strengths and how to leverage them, and create insight into weaknesses they must mitigate to be effective. This workshop includes an individual assessment/report for each attendee, followed by an interactive session to help leaders apply what they've learned. Available as a 1-hour, 2-hour, or 4-hour program.

• Format: In-person or Live Webcast; 1-hour, 2-hour, 4-hour, or half-day options
• Level: Basic
• Who Should Attend: Leaders of people at any level, especially those wanting to grow in self-awareness, improve communication and conflict, build trust, strengthen belonging, and drive better results
• Prerequisites: None

Adapted from the original work of Patrick Lencioni, this session flips the script to discover the five behaviors of a high-performing team, with a fresh angle for today's workforce. In a model where some team members are onsite and others are remote, a new set of predictable problems emerge. We get to the heart of why teams, even the best ones, often struggle, and learn to apply Lencioni's powerful model along with actionable steps to overcome these common hurdles and build a cohesive, effective team.

• Format: Live Webcast (customizable)
• Level: Basic
• Who Should Attend: Intact teams or team leaders
• Prerequisites: None