Retaining Top Talent: Strategies for CPA Firms

Retaining Top Talent: Strategies for CPA Firms

CPE Credit:
1

Overview

Description:
In today’s challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like “pay more, expect less” to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways, and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals, and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you’re a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Field of Study:
Accounting (1 CPE)

Instructor

Instructor:
Leeland Rogers, Ph.D.

Additional Details

Who should attend:
Partners, managing partners, CPA firm HR professionals, managers, senior managers, directors, practice leaders, firm administrators, CPAs in leadership positions, public accountants with management responsibilities
Program Level:
Basic
Program Content:

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research.

The major topics that will be covered in this course include:

  • The true cost of turnover versus retention investment
  • Research findings on why professionals leave or stay
  • Whole-person retention strategies beyond compensation
  • Work-life balance solutions that maintain productivity
  • Career development paths for non-partner track professionals
  • Business model transformations for sustainable staffing
  • Technology and outsourcing strategies to reduce burnout
  • Retention strategies specific to diverse talent and younger professionals

 

Learning Objectives:

After attending this presentation, you will be able to…

  • Identify the top factors that drive retention decisions
  • Implement whole-person compensation strategies beyond salary
  • Design flexible work arrangements that balance employee needs with client service
  • Create meaningful career paths for professionals not seeking partnership
  • Evaluate your firm’s business model for retention sustainability
  • Apply the “pentagon firm” model to reduce reliance on entry-level staff
  • Develop retention strategies specific to diverse and younger professionals
  • Assess your current scheduling and workload distribution practices
  • Build a strategic retention plan with measurable outcomes
Prerequisites:
None
Advanced Preparation:
None
Developed By:
CPA Crossings, LLC
Format:
Group-Internet-Based
Course Code:
CXLRRTT1

Registration:

$55.00

Attendee Information

Please select one of the following options to register for this webinar:

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Retaining Top Talent: Strategies for CPA Firms

Course Code:
CXLRRTT1
Program Level:
Basic
Description:
In today’s challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like “pay more, expect less” to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways, and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals, and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you’re a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Content:

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research.

The major topics that will be covered in this course include:

  • The true cost of turnover versus retention investment
  • Research findings on why professionals leave or stay
  • Whole-person retention strategies beyond compensation
  • Work-life balance solutions that maintain productivity
  • Career development paths for non-partner track professionals
  • Business model transformations for sustainable staffing
  • Technology and outsourcing strategies to reduce burnout
  • Retention strategies specific to diverse talent and younger professionals

 

Learning Objectives:

After attending this presentation, you will be able to…

  • Identify the top factors that drive retention decisions
  • Implement whole-person compensation strategies beyond salary
  • Design flexible work arrangements that balance employee needs with client service
  • Create meaningful career paths for professionals not seeking partnership
  • Evaluate your firm’s business model for retention sustainability
  • Apply the “pentagon firm” model to reduce reliance on entry-level staff
  • Develop retention strategies specific to diverse and younger professionals
  • Assess your current scheduling and workload distribution practices
  • Build a strategic retention plan with measurable outcomes
Who should attend:
Partners, managing partners, CPA firm HR professionals, managers, senior managers, directors, practice leaders, firm administrators, CPAs in leadership positions, public accountants with management responsibilities
Developed By:
CPA Crossings, LLC
Instructor:
Leeland Rogers, Ph.D.
CPE Credit:
1
Field of Study:
Accounting (1 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based

Registration:

$55.00

Attendee Information

Please select one of the following options to register for this webinar:

OR

Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register

Price

Single Registration
$55.00

Upcoming Dates

  • 10/7/2025 @ 12:30 PM
  • 10/24/2025 @ 10:00 AM
  • 11/4/2025 @ 1:00 PM
  • 11/18/2025 @ 3:00 PM
  • 12/2/2025 @ 2:30 PM
  • 12/18/2025 @ 3:00 PM
  • 1/8/2026 @ 12:30 PM
  • 1/20/2026 @ 11:00 AM
  • 2/3/2026 @ 3:00 PM
  • 2/19/2026 @ 1:00 PM
  • 3/13/2026 @ 3:00 PM
  • 3/31/2026 @ 10:30 AM
  • 4/8/2026 @ 3:00 PM
  • 4/24/2026 @ 11:00 AM

All times are Eastern Time Zone

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