From the eLearning Trenches

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to consider what they could to reduce interruptions during their workday. Consider email and phone communication, meetings, office conversations, urgent...

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to review the core virtual CFO services that their firm currently provides. What software platforms and people are used to deliver these services. What...

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to consider how they can more effectively move clients financial reporting to business advice and strategic planning Learner Reflection As part of this...

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a partner in public practice, to review the benchmark data available to their firm. To what extent do they believe this data is used for the purposes of financial analysis and...

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, an administrator in public practice, to consider how staff behaviour reflected the firm’s approach to client relationship management. Learner Reflection We try to be a client centric...

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a young partner in public practice, to identify and consider the key challenges they have with effective delegation. Learner Reflection Key Challenges with delegation for me Lack of...

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners to consider how client managers and partners can effectively incorporate client feedback on service levels as part of client meetings  Learner Reflection We currently do this in end of...

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a client service administrator in public practice, to consider what types of client segmentation their firm undertakes and whether this results in new service opportunities? Learner...

In today’s episode of ‘From the eLearning Trenches,’ we asked one of our learners, a client service administrator in public practice, to consider what needs to happen to change the way the firm deals with clients? Learner Reflection The first potential roadblock that...