Learning that matters to our members
CPB Canada provides industry-specific learning to keep you informed about industry updates, business best practices, accounting practices, and more! Take a look at our upcoming events below.
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Join Dave Kersting for an actionable workshop on creating and optimizing workflow checklists to drive business growth and enhance team collaboration. This session will provide practical strategies to streamline your firm's internal processes, ensuring consistency, efficiency, and accountability while fostering a collaborative team environment.
In this webinar, we will guide you through the process of creating and optimizing workflow checklists for your firm. You'll learn the importance of simplicity and efficiency in documentation. Whether you're looking to delegate more effectively, ensure consistent deliverables, or simply streamline your operations, this workshop will provide you with the tools and knowledge to take your firm to the next level.
Learning Objectives:
- Understand the benefits of using checklists for workflow management and their impact on team dynamics.
- Learn a step-by-step process for quickly documenting and optimizing workflows that enhance team collaboration.
- Gain insights on leveraging technology, like Financial Cents, to streamline workflow management and improve team communication.
Why Take This Lesson:
- Gain practical strategies for creating and optimizing workflow checklists that enhance team performance.
- Learn from industry expert Dave Kersting, who has helped many firms manage and scale their workflows while improving team dynamics.
- Access best-practice templates and AI tools to simplify the process of creating workflow checklists.
Speaker: Dave Kersting - CEO, Capovario
Dave Kersting has been a prominent figure in the bookkeeping industry for over a decade. He began his career as the founder of The Kersting Group, and now leads as the founder and CEO of Capovario. His mission is to reinvigorate the typically mundane business services – such as bookkeeping, accounting, insurance, finance, employee benefits, and marketing – turning them into energizing experiences that business owners genuinely appreciate.
At Capovario, Dave and his team dedicate themselves to managing the essential yet cumbersome tasks so that business owners can focus on what they are passionate about.
Dave is also the co-founder of co-firming along with Tonya Schulte at The Profit Constructors. Co-firming is a strategic collaboration model involving partnering with two or more firms, each with distinct expertise, to offer clients a more robust and comprehensive service. This approach avoids the pitfalls of competition by forming a united front that leverages combined strengths for enhanced client solutions.
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