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Virtual Agenda

Date: August 19–20, 2020

DAY 1

8:30–9:40 A.M. General Session

Out of Office Success: Hiring, Managing & Working in a “Post Virus” World

Karl Ahlrichs, CSP, SHRM-SCP, SPHR, Gregory & Appel, Insurance

The new rules must include “working productively” while remaining human. In today’s “new normal” post-COVID environment, a remote or partially remote workforce is part of organizational reality. As organizations move to more of a “distributed workforce” model, what works? What fails? This facilitated discussion covers the topic from multiple viewpoints – from human resources, from the operational side of the Manager’s desk, and from the employee’s point of view.

Human Resources

  • How to hire, onboard and engage from a distance
  • Using valid psychometrics to achieve “job fit” without a face to face meeting
  • Not all positions are able to be done remotely, and not all employees are psychologically suited for a non-traditional work environment. 
  • Staying within the legal lines – Worker’s Compensation, Job Classification, etc.

Operations and Management

  • Technology issues
  • Dealing with accountability
  • Respecting everyone’s time
  • Defining clear roles and tasks
  • Tracking employee performance

The Employee Viewpoint

  • Maintaining cohesion within the team, making everyone feel part of the team
  • Confirming expectations, maintaining professional boundaries
  • Maintaining creativity and innovation
  • Work/life decisions
  • Keeping the “hidden dotted lines” of the informal network that exists in all organizations

This session will identify elements to consider that enable the parties to continue working well in the remote arrangement.

9:40–9:50 A.M. Break

It's time to stretch and get a coffee refill.

9:50–10:50 A.M. General Session

COVID-19 & the Impact on HR

Megan Wagner, Group Management Services

COVID-19 has created a new normalcy within our workplace and it could be difficult to navigate as an employer. Join us as we discuss how to manage your current company standards and policies on hiring, termination and discipline post COVID-19.

10:50–11 A.M. Break

It's time to stretch and get a coffee refill.

11 A.M.–12:10 P.M. General Session

Managing Employee Documentation: What Are the Basics You Need to Know?

Megan Wagner, Group Management Services

In the HR world of handbooks, performance reviews and discipline, employers can get caught in the “weeds” with so many forms of documentation and processes. During this presentation, we will deep dive into best practices for HR documentation and discuss the important key pieces every employer should incorporate within their company structure.

12:10–12:20 P.M. Break

It's time to stretch.

12:20–1:20 P.M. Optional Networking Opportunity (NO CPE)

Attendees have the opportunity to come back from a short break to be split into breakout rooms. To network with each other and talk about what they learned at the conference so far and discuss any burning topics that come to mind as a small firm.

DAY 2

8:30–9:40 A.M. General Session

Cybersecurity 101 for Small Businesses & Individuals in an Always Online World

Chris Werling, Cornerstone Management Advisors

Digital devices are pervasive today, and no longer a supplemental form of communication, but the norm, taking an even greater leap forward this year given the pandemic! What are things that you need to be aware of and keeping in mind when using your devices? We will discuss passwords, 2FA, wireless communication, firewalls, malware, encryption, and phishing, among other things.

9:40–9:50 A.M. Break

It's time to stretch and get a coffee refill.

9:50–11 A.M. General Session

Working at Home: Tools for Remote Work in “The New Normal”

Brian Tankersley, CPA, CGMA, CITP, K2 Enterprises

We had a potent reminder of the importance of remote work with the pandemic closures globally in 2020, and another quarantine may be just around the corner. Rather than just “making do” with workarounds to your existing processes and software, why not make your team more productive every day with tools built for collaboration and remote work? How can we have enough security, speed and productivity in this work environment? Can you provide better service for your clients while delivering better work experiences for your team? Attend this session and learn how you and your firm can adapt successfully to our changing work environment.

11–11:10 A.M. Break

It's time to stretch and get a coffee refill.

11:10 A.M.–12:10 P.M. General Session

Taking the Fear Out of Becoming a Future Ready Firm

Samantha Bowling, CPA, CGMA, Garbelman Winslow CPAs

In this session, Samantha Bowling, CPA, GGMA, will take you on a journey and illustrate how to move a small firm to a future ready firm. Samantha will introduce you to software applications that will help you transform your business from adding machines and paper to the cloud and paperless.

12:10–12:20 P.M. Break

It's time to stretch.

12:20–1:20 P.M Optional Breakout Sessions (NO CPE)
  1. Optional Networking Opportunity

    Attendees have the opportunity to come back from a short break to be split into breakout rooms. To network with each other and talk about what they learned at the conference so far and discuss any burning topics that come to mind as a small firm.

  2. Optional Moderated Technology Q&A session

    Brian Tankersley, CPA, CGMA, CITP, K2 Enterprises

    Attendees have the opportunity to come back from a short break to be split into breakout rooms. To attend a moderated technology Q&A with Brian Tankersley from K2.