My story: The move to modern — Darren Root
It’s not enough to simply want to be modern. You must first understand why being modern matters. During his session, Darren will provide deep insight into the challenges firms continue to face in our ever-changing profession. He will also offer insight into the new mindset and the new set of skills required to build and sustain a Modern Firm.
Your vision: Getting clarity — John Mitchell
Your vision is the starting point in the journey to building a Modern Firm—helping you understand where you are now and where you want to end up. In this working session, Ben will guide you through three exercises:
Your business model: Productizing changes the game — Darren Root
Darren will explain the importance of productizing your services into easy-to-manage and easy-to-understand product bundles. He offers a simplified product model that brings much-needed clarity to staff and clients...as well as allows your firm to increase efficiency and profitability. He will also step you through the tools required—including Client View (Rootworks’ client tracking solution), sales presentations, proposals, education materials and deliverables—for each of the following products:
Delivering payroll the modern way — Darren Root
Leveraging the right technology makes processing payroll easier and more profitable than ever before. Darren will discuss the process and effectiveness of using a modern cloud-based payroll tool like Run Wholesale Powered by ADP®. You will learn about the ease of the back-office component as well as the value of the mobile app, which clients and their employees greatly appreciate.
Part I: Cloud technologies that power the Modern Firm — Darren Root
Learn how adopting cloud technologies (like CCH Axcess) can drive efficient and effective back-office operations, with special attention on centralized client data and document management in the cloud.
Part II: Cloud-based tools that power the Modern Firm — Darren Root
Continued session that covers other cloud-based firm operations tools including tax, practice management and workflow.
Culture eats strategy for lunch — John Mitchell
Culture is everything in a Modern Firm! Without a healthy human culture, you can’t attract and retain the right team members. Without the right technology culture, you won’t attract and retain the right clients. And without the right security culture, you risk losing it all to cybercriminals. In this must-attend session, you will learn about the 4 Cs of a healthy culture—Clarity, Candor, Connection and Consistency—and why every C is critical to the Modern Firm.
Cocktails and hors d'oeuvres | Dinner Sponsored by ADP
Better Every Day — Darren Root
Darren will outline the Rootworks plan to help firms get Better Every Day!
The modern experience: Client expectations have changed — Darren Root
Your clients only know what they see and experience. In order to be a Modern Firm, you must deliver a modern experience. From your website to mobile, client expectations have changed, and firms must adapt. Darren will walk you through the components of a modern experience, hitting on each of the following topics:
The right clients drive everything — Darren Root
In this session, you will learn how to move your existing clients into your new, modern business model. We’ll hit home on why it’s all about getting the right clients who are using the right tools and are purchasing the right products from your firm.
Loving your business — John Mitchell
At the end of the day (no pun intended), it’s about building a business or working in a business that supports the life you want to live. No one should ever feel handcuffed to their work. Rest assured that as you leave this retreat, John will have instilled a new mindset that will inspire you to love your business!