As we continue our series on Change Management for Firms this year, our focus shifts to an essential element: culture.

In this session, discover the pivotal role culture plays in the success of services-based companies, often underestimated by technically inclined firms in accounting, tax, and CAS. While technical expertise is crucial, establishing a robust team culture is equally vital. Join us for a deep dive into workplace culture, including insights on navigating the evolving dynamics between remote and office work settings.

Learning Objectives:

• Define the fundamental principles underlying the cultivation of a strong organizational culture in services-oriented entities


• List four crucial criteria used to evaluate organizational culture, along with accessing an online assessment tool to assess your firm's cultural landscape


• Recognize the foundational importance of fostering a positive cultural environment in driving the growth and competitiveness of a firm