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Concurrent Session Onsite and Online

ENG2360. The Evolution of the Firm Manager (PRAC, CPAFMA)

Executive Assistant, Office Manager, Firm Administrator, HR Director, CAO, COO; have you ever been addressed by one or more of these titles? I certainly have and many of them on the same day. The administrative role in our firms, especially the smaller ones, can have very blurry lines on who is responsible for what. During this session, I will provide you templates differentiating these roles and titles; a template to constructing accurate job descriptions and the guidance to design your own path for advancement. I will share my story, the wins and the challenges, on my path from staff tax accountant to COO and shareholder of my firm. If you would like to get questions answered, share your own wins and challenges, this is the session for you.

Learning Objectives:

  • Identify guidance on job descriptions and paths to advancement for Firm Managers
CPE Credits
NASBA Field of Study
Personal Development
0-2 years in the Profession
Advanced Preparation
Session Tags