The crisis in talent

Tuesday, June 9, 20202:00 p.m. ET

Hosted by:

The profession and the pandemic, Pt. 2

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The profession and the pandemic, Pt. 2

L. Gary Boomer, CPA, CITP, CGMA, is the visionary and strategist at Boomer Consulting Inc., and a leading authority on technology and firm management. He is the creator of The Boomer Technology Circles and the Boomer CIO Circle, and the author of multiple books.

Allan Koltin is the CEO of Koltin Consulting Group, a consulting firm that specializes in working with professional services firms on practice growth, practice management, human capital, and M&A. A nationally recognized speaker and industry analyst, he is a founding member of The Advisory Board.

Gary Shamis is the principal of Winding River Consulting, as well as co-founder and host of the Winning Is Everything Conference, and the author of "Building Blocks" and "How to Manage Your Accounting Practice." A serial entrepreneur, he built a Top 100 Firm, and co-founded The Advisory Board.

The profession and the pandemic, Pt. 2

What are you seeing firms do in terms of managing the size of their

workforce?

The profession and the pandemic, Pt. 2

Polling Q 1

Do you expect to see changes to your staffing needs after July 16?

--Yes, I expect that we’ll need more staff--No, I expect them to remain the same--Yes, I expect that we’ll need fewer staff

The profession and the pandemic, Pt. 2

How are firms reallocating staff?

Polling Q 2

Did your firm apply for a PPP funds?

--Yes, and we received them--Yes, but we did not receive them--No, but we helped clients apply--No, and we didn’t help clients apply

The profession and the pandemic, Pt. 2

How should firms manage remote workforces?

The profession and the pandemic, Pt. 2

How should firms be approaching career development? What new skills

should staff be learning?

Polling Q 3

Which skill do you think will be most important for accountants going forward?

--Technical skills in auditing, accounting, tax, etc.--Technological skills (data analytics, IT management, etc.)--Advisory skills--Soft skills (communication, leadership)

Q&A

The profession and the pandemic, Pt. 2