Recently, five HeimLantz team members attended an AICPA EDGE Conference in New Orleans. Zack Greene, one of the attendees wrote about the experience. 

“The AICPA E.D.G.E. conference in New Orleans was a great opportunity to learn from some of the most influential people in the CPA industry. E.D.G.E. stands for Evolve … Distinguish… Grow… Emerge – four key elements to ascend into our career as a CPA. The E.D.G.E. Conference was held August 10-12 in New Orleans. The conference was filled with great energy from the younger generation of CPA’s in our industry. We had a chance to network with people like Paul Stahlin, Chairman of the AICPA, Ernie Almonte, Past Chairman of the AICPA, Tom Hood, CEO of the MACPA and many other leaders in the industry. 

The presentation Brian Kush, Moxie Partners, gave on developing your personal brand was a fresh look at how a CPA can distinguish themselves among all other CPA’s.  Carol Morgan, World Vision U.S., gave a great presentation on Control Risks in the New Normal.  She talked about the risks around the economic downturn and how people are taking on jobs that they are overqualified for which will create a huge amount of turnover when the economy corrects itself.  She also talked about the risks related to social media and the internet and how companies need to protect themselves from people who may try to compromise the company’s brand via blogs, tweets, etc.

Tom Hood’s leadership workshop brought a lot of energy out of the participants and got everyone involved by his MBSN (Management By Sticky Note) brainstorming exercise.  We brainstormed in small groups two questions: How is Leadership Changing and What do we need/want to thrive as a future leader?  The groups summarized three key points on sticky notes and then presented them to the group as they were posted to a large wall. It was a quick and very effective way to the get the thoughts of a large group of people in a very short time frame. 

A huge thank you goes out to the partners at HeimLantz who have never hesitated to invest in the future of their employees. We had a great time and even found time to sample a few of the local restaurants that served some of the best food I have ever had!”