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Free cpe webinars
The Psychology of Change: Mastering the Art of Adaptability

THE PSYCHOLOGY OF CHANGE: MASTERING THE ART OF ADAPTABILITY

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 8, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Change is inevitable, but it doesn't have to be stressful. Whether you're dealing with tax code changes, client work, technology, or new team members, you can learn how to adapt and thrive in your practice. In this webinar, you'll learn from experts and peers who have successfully navigated change in their CPA firms. They will discuss how to discover the psychology of change and how it affects you and your team. You'll also get practical strategies and tips to stay up-to-date with the latest industry trends, leverage technology to streamline your workflow, and onboard and train new team members effectively. Don't miss this opportunity to gain valuable insights and skills that will help you master the art of change management in your firm. 

Learning Objectives:


  • Identify the common barriers to change and how to overcome them with proven techniques

  • List the principles of change management to your firm's culture, processes, and systems

  • Recognize the signs of change resistance and how to address them constructively

  • Express your communication skills to foster trust and collaboration among your clients and team members 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Mucki Sobania

Thomson Reuters
Solutions Consultant Lead
[email protected]
(800) 968-8900

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Mucki Sobania has been with Thomson Reuters since 2015, most recently serving as Senior Solutions Consultant in the Tax Professionals segment. She previously worked in a consultative capacity, demonstrating the Thomson Reuters suite of products to help in the growth and transformation of tax and accounting firms. In her current role, Sobania looks for opportunities to help firms transition to being “advisory-centric” in their client relationships as they grow their business.

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Christopher C. Papin wears many hats. He is a licensed attorney, a certified public accountant, and a life, accident, and health insurance producer. Chris was born in Edmond, Oklahoma. He received a Bachelor’s degree in accounting from the University of Oklahoma in 2004 and a Master’s degree in accounting from the University of Oklahoma in 2005. Chris became a Certified Public Accountant in 2007 and received his Juris Doctor degree from Oklahoma City University School of Law and was licensed to practice law in Oklahoma in 2008. Chris was admitted to practice before the United States Tax Court in 2010.

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Whitney Kisner

Papin CPA PLLC
Director of Operations

(405) 531-9119

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Whitney has four years of valuable experience in the tax and accounting field. As a dedicated participant in two Practice Forward peer groups, she actively collaborates and shares insights with industry peers. Whitney's expertise extends beyond numbers as she is a change management champion.

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Brittany Casarez

Boulder Valley CPAs
Director of Operations

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Growing a business can be challenging and for a business owner and visionary like Brittany, having a trusted partner who can execute the vision and achieve critical milestones is essential. In her role as the Director of Operations at Boulder Valley CPAs, Brittany takes ownership of the initiative to ensure that the firm possesses the necessary team, technology, and processes to guide their business advisory clients toward achieving their defined success. Brittany’s dedication and passion are evident in her commitment to the firm's vision, her enthusiastic support for the team, her nurturing of a positive workplace culture, and her unwavering dedication to their clients. Boulder Valley CPAs, under Brittany's leadership, has redefined the traditional CPA firm-client relationship, offering proactive advice that empowers business owners to build, refine, expand, and ultimately exit their businesses on their own terms.
 

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.