July 28, 2023


In-Person

the Curtis Hotel Denver
1405 Curtis Street, Denver, Denver County, Colorado 80202-2325


8 CPE

2023 Young Professionals Conference

  • Instructor

    Various


Sponsors

CPE Credits Available

8 CPE
1
Communications and Marketing
1
Finance
4
Personal Development
2
Personnel/Human Resources

the Curtis Hotel Denver

1405 Curtis Street, Denver, Denver County, Colorado 80202-2325

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Things to Know About This Course

Professional Area of Focus

  • Young Professionals

Provider

Colorado

Agenda

July 28

Registration, continental breakfast and headshots

Your Ownership Choice
Speaker:

Jo Erven

View Bio

Regardless of employment status… job/no job, self-employed/working in Corporate America, big company/small company, public sector/private sector, for profit/nonprofit… we all have a perspective of what we do. Is it all about what we can do for ourselves? Or, is it all about what we can do for others (life’s customers)? I call this the “entrepreneurial” part of you. How do you act and make life decisions? What are your current “ownership choices” and are they serving you well? You can choose to have an owner’s mindset; you don’t have to be an owner or an entrepreneur to think and act like one.

Learning Objectives:

  • Identify your “sweet spot;” your professional passion.
  • Recognize everyone is a customer to someone and a supplier to someone.
  • Discover the benefits of having an owner’s mindset, no matter your role.

Understanding Leadership Style Through Predictive Index
Speaker:

Alyson McKinster

A better understanding of you and your strengths to bring to work.

Learning Objectives:

Why behavioral science supports business

How self awareness increases effectiveness in business

Understanding strengths and blindspots you bring to a team


Lunch

10-minute Meditation

A short meditation to get us ready for the afternoon sessions. 


Career Advancement - Ready, Mind-set, Go!
Speakers:

Sarah Flischel

Alexandria Romero

Recall ideas on how to move up in the CPA Profession. Identify who and how when creating your sounding board.

Learning Objectives:

  • Build a trusted network of mentors and peers
  • Align your values and passion to your role and employer
  • Embrace the unknown and take the leap

Life Lessons in Leadership and Navigating Career Advancement Choices
Speaker:

Greg Anton

How to succeed in life and your career

Learning Objectives:

  • Dream big ANYTHING is possible
  • If you are not willing to try and fall, you will never have the opportunity to succeed
  • Your career and life are all about kickball

Questions and Answer Session with Alex, Greg and Sarah
Speakers:

Alexandria Romero

Greg Anton

Sarah Flischel


Break

Are You Ready? Communication and Feedback
Speaker:

Mary-Margaret Henke

View Bio

Learning objectives:

  • Communication and feedback
  • The illusion of transparency
  • Receiving feedback
  • Effective communication and feedback

Behaviorial Finance and How It Impacts Your Clients
Speakers:

Amanda Kinderman

Michael Ferrer

We will be introducing some behavioral finance concepts that we see in our clients and how it relates to their tax planning and investing. We will also be touching on the need and issues we see to educate the participants on the statistics around their clients. Finally, we will be showing some Fintech that we use that can add value to the participant’s practice and clients.

Learning Objectives:

  • Behavioral Finance
  • Thought Leadership and retirement statistics
  • Fintech and your practice

Break

Burnout – how to prevent it and combat it
Speaker:

Michael Maksymiw

This will be an interactive discussion about how burnout “shows up” in your work and life. I’ll bring my examples, but the audience needs to hear yours, too. Someone else feels just like you do. By sharing, you empower them to be comfortable with their feelings.

We’ll also talk about ways to combat the way burnout shows up for you. Again, I’ll share what works for me, what I’ve experimented with, and what has not worked.

Above all, please remember that our session is a safe space for you to be honest and share your questions. Part of the answer for yourself will likely include feeling uncomfortable. Whether it’s discomfort with how bold you may have to be, how vulnerable you are to try something new, or your willingness to question long-standing norms. That’s all ok. You and your happiness are worth it.


Pre-game Tailgating

BASEBALL and NETWORKING!

Break

This event has ended.