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Implementing Roles, Responsibilities and a Competency Framework in Your Firm: Step-by-Step Instructions

Posted: October 18, 2018 at 10:38 pm   /   by   /   comments (0)

Description: Finding, developing and retaining top talent is a critical challenge for most small to midsized CPA firms. Given the demographic trends, the stiff competition for talent in the marketplace and the costs of replacing people who don’t work out, it behooves CPA firm owners to improve their people management practices. This video lays out a step-by-step approach to creating the processes you need to more effectively manage your firm, your people and their ongoing development.


  • Why roles, responsibilities and competency expectations are important
  • Some examples of CPA firm roles and responsibilities
  • A competency framework for a CPA firm
  • Using roles, responsibilities and competency definitions to improve your people, your firm and your bottom line:
      • Implementation issues
      • Development issues
      • Evaluation issues

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