+44 (0)1234 48 0123 ashley@excedia.co.uk

CLUB EVENTS 2019


These are just some of the live and recorded masterclasses that are available to members of The Accountants Millionaires’ Club

All recordings and transcriptions are available to members and their staff to access and listen to whenever they want.

If you can see more than 4 events that you think you or your staff would benefit from attending, why not talk to us about joining as a member to get free access to all future events and all the recordings of past events?

Have a look to see what else is included in your AMC Membership

       Click here to see the events you missed in 2018.

Book a call to discuss if there is a good fit between what you want to do with your firm and the club.

Pre-recorded

 

Linda Ebsworth

 

How to Run a Performance Review that will Actually Have an Impact on Individual and Business Performance  


Recommended for: Practice owners, senior leadership team members

Why the way you manage performance might not be getting the best out of people

  • How to manage performance to drive your business forward
  • What to discuss (and what not discuss) in the review meeting
  • How recognition boosts motivation and performance
  • Why you need to decouple salary reviews from the performance discussion
  • Linking rewards to performance and how non-financial rewards can have a big impact

Thursday 21st February 2019

10:00 – 11:00 London time

Heather Townsend

Guy Robinson

How to improve the efficiency of your practice


Attendees: Practice owners, senior leadership team members

Part of our new Double Your Practice Efficiency in 6 months series

With Guy Robinson

  • How to calculate your practice efficiency
  • Guy’s journey to triple his practice efficiency
  • Where are the big holes in practice efficiency?
  • Practice efficiency principles
  • How to identify which processes or workflows need to be optimised
  • How to bring your staff along with you
  • How to get your staff to routinely tell you where a process can be improved, either by a better process or a technology advancement
  • How to capture a process map & what are the priorities

Book a call to discuss if there is a good fit between what you want to do with your firm and the club.

Wednesday 14th March 2019

10am – 11am London time

Ashley Leeds

Jessica Pillow

How to optimise your work flows


Attendees: Practice owners, senior leadership team members

Part of the Double Your Practice Efficiency in 6 Months series

 

  • What do we mean by a workflow?
  • What makes a best practice flow? (no manual rekeying, check points for reporting purposes, simplified processes, each part of the process has an owner)
  • Why and how did Pillow May decide to capture all their workflows?
  • Key areas of a practice:
  • “Create it”, “Convert it”, “Deliver it”, “get paid for it”, “cultivate it”
  • Then the: RACI matrix: Responsible, Accountable, Consulted, Informed
  • Then for each key area, what the main processes or workflows, and what is the RACI for each task/process in there
  • The power of checklists

 

Thursday 25th April 2019

10am – 11am London time

Ashley Leeds

Double Your Efficiency Practice by Summer #3

AMC Masterclass – How to use technology to double the efficiency of your practice


Attendees: Practice owners, senior leadership team members

Part of the Double Your Practice Efficiency in 6 Months series

  • Key principles for software selection
  • Doing a software inventory
  • Doing a software map
  • Steps for implementing software
  • Automating your practice
  • Onboarding best practice using technology

Wednesday 15th May 2019

10:00 – 11:00 London time

Heather Townsend

Guy Robinson

AMC Masterclass Interview – How to eliminate your year-end accounts work papers


Attendees: Practice owners, senior leadership team members

Part of our new Double Your Practice Efficiency in 6 months series

With Guy Robinson. 

  • Guy’s philosophy on accounts production/bookkeeping and advisory
  • How to take the inefficiencies out of the year ends accounts process
  • What do clients really want from the year end accounts?

Watch this space for details of our exciting programme of interactive Masterclasses & Workshops for 2019