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Solving the Capacity Challenge Webinar


Sept. 23
11:00 a.m. - 1:00 p.m.

CPE Credits



PICPA Member: $79 | Nonmember: $104

 More Information

Course No.
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from with the log-in information.


The capacity challenge has been going on since the dawn of time in public accounting but certainly has been more pronounced recently with graduates in high demand. Firms feel understaffed for the high-volume periods. People feel flattened out when finishing busy seasons, including partners. Firms must stop talking about the capacity problem and start solving it. Leave this session with ideas to resolve your firm's capacity challenge once and for all!

Learning Objectives:

After attending this presentation you will be able to...

  • Utilize non-traditional talent in revenue-producing, client-facing roles inside your service lines
  • Strategically right-size certain areas of your business by culling clients
  • Ensure incentives drive the right behaviors from client leaders
  • Pool or segregate certain types of services into delivery teams to drive efficiency
  • Outsource, offshore and use fractional team members to create an "off/on" source for peak periods


The major topics covered in this class include:

  • Exploring the talent market today and how it is impacting capacity
  • Learning three approaches to right-size the client load
  • Exploring four strategies to leverage technology and create capacity
  • Identifying the role that scheduling can play in creating capacity


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