Schedule an Introductory Workshop
Our workshops bring firm leaders and professionals together to brainstorm. We teach Lean concepts and begin the process of critical evaluation and improvement of internal processes. Our workshops introduce powerful Lean, Project Management, and Workflow concepts that have been proven to deliver value to firms across the country. We give your team an understanding of the principles of Lean and their application to CPA firms, creating the firm wide buy-in necessary to achieve meaningful process improvements.
Workshop options include:
- 1 Day CPE Training Session. We develop buy-in by teaching your management team and rising leaders the process improvement ideas of Lean, Project Management, Personal Time Management, and Workflow. This includes an interactive simulation that makes evident the value in process improvement. Our clients have called this the “best CPE” they’ve ever had!
- Customized 1 day, half-day and/or short webinars.
When’s the right time for a workshop?
Call us to discuss how we can customize a workshop for your firm, or, if you’re not yet ready to talk in person, click below to submit questions and to check on reservation dates.
"Introducing the Lean disciplines into our firm had many benefits. As the IT Director for our firm and the Team Leader of this project , one benefit really stood out because of this initiative – The High Adoption Rate of a New Process."
Director of Information Technology
Katz, Sapper & Miller
(Watch his interview)