Virtual Practice Playbook Series

How to Pivot to the New Normal

The COVID-19 Crisis has resulted in an unprecedented move to a “Virtual Practice”. This move will forever change the CPA Industry and has consequently inspired firms to develop a “virtual” strategy. The client experience, talent management, work production, and marketing and development efforts have all been turned upside down.

Winding River Consulting has assembled and curated a group of consultants to assist you through these changes.

We offer assistance in developing the right strategy for your firm and can follow that strategy up with a focused plan for firm execution.

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Service Offerings

Client Experience

  • CX Readiness Assessment
  • Visioning & Strategy
  • Voice of the Client & Employee
  • CX Aptitudes & Competencies
  • Deployment

Leadership & Management

  • Communication
  • Productivity
  • Project mangement
  • Team Coordination
  • Supervision

Talent Management

  • Onboarding
  • Hiring
  • Staff reviews
  • Communication
  • Culture

Marketing & Development

  • Proposals
  • Verticals
  • Marketing
  • Culture
  • Partner engagement

Approach

Strategy

  • Work with Senior Leadership in developing a blueprint strategy moving forward
  • Assessment of current position and capabilities
  • Prioritization & Organizational Readiness
  • Communication Plan

Execution

  • Real time workshops, presentations, and coaching for all staffing levels
  • Accountability check-ins
  • Re-tool and pivot check-ins

Consultants

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Gary Shamis

His innovation and leadership earned him honors such as E&Y Entrepreneur of the Year; a Top Ten Managing Partner Elite (Accounting Today) where he was called the “very model of the modern managing partner, and this list is more or less unimaginable without him”; Most Admired Peer (INSIDE Public Accounting); more than a dozen appearances on the Most Influential list (Accounting Today); and numerous other industry accolades. He has served his profession within the ranks of the American Institute of Certified Public Accountants, including testifying before the Securities and Exchanges Commission on its behalf, and Ohio Society of CPAs.

He has written and edited for industry journals and is the co-author of How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus (2009), Stratagem: Simple, Effective Strategic Planning for Your Business and Your Life (2013), and Building Blocks (2019).

With more than two dozen nonprofits on his resume and even more awards on his shelves, Shamis has been at the helm of the boards of North Coast Community Homes, Inc., Hillel at Kent State, and the Cleveland Jewish News, to name a few.

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Ilana Katz

As a marketing strategist, Ilana Isakov Katz relishes the opportunity to combine the art and science of marketing to create integrated marketing communications strategies. Drawing on her experience with Fortune 500 company clients, Ilana designs, implements, and measures performance-driven and results-oriented plans and programs to support dynamic objectives.

She is an award-winning marcom professional with extensive involvement in marketing, branding, and advertising. Ilana develops creative and design direction for successful corporate identity and brand building campaigns. She is a speechwriter, ghostwriter, business writer, and copywriter.

With comprehensive experience in community, employee, media, and public relations, she collaborates with CEOs to compose messaging platforms and content that supports corporate positions. Ilana has served as national media spokesperson for purposes of general corporate representation and in times of crisis.

Ilana spent more than a decade as director of marketing for SS&G, Inc. (now BDO USA, LLP), one of the largest and fastest growing independently owned accounting and business advisory services firms in the country. There, she oversaw advertising, PR, website and social media, and events, as well as CRM management, business development engagement, and client service delivery.

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Evan Ishida

With a passion to help organizations grow thriving team cultures where people learn, collaborate, create, and innovate together, Evan Ishida facilitates and designs experiences that help people to make the positive change they desire.

Evan believes in the direct correlation between employees’ happiness and their productivity in and contributions to an organization, profession, and community. As such, he engineers custom approaches to learning, innovation, and collaboration to help people make positive changes within their organizations. He creates dynamic workplace infrastructures that enable people to grow and thrive. Evan has designed successful strategic processes and training programs for companies creating places of purpose for their people and favorably impacting their own bottom lines. His insight and execution have led to effective, measurable outcomes.

Leading teams inside global Fortune 100 companies, co-founding nonprofit and for-profit start ups, and consulting with diverse clients has given Evan expertise in creating solutions in the areas of leadership development, onboarding, sales, innovation, systems implementation, operations, marketing, finance, and IT. He has contributed to companies in a myriad of industries including healthcare, manufacturing, insurance, professional services, and technology.

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Jack Ricchiuto

Jack Ricchiuto is a coach, designer and writer interested in our relationship with the future. This interest inspires Jack’s work in team performance design and coaching, leadership development, network weaving, community building and realizing personal potential.

Jack’s work began in the late 1970s, inspired by mentors who were leaders in the human potentials movement. Since then Jack has enjoyed a global practice, writing and teaching that has shaped his work across 24 industries with entrepreneurs and Fortune 500s, aboriginal tribal leaders and executive teams, scientists and educators, organic farmers and tech innovators, funders and investors, nonprofits and grass roots groups, government leaders and doctors, designers and innovators.

Authoring 23 books with two in the works, Jack has written for business publications and continues his daily blog launched in 2002. With a graduate degree in psychology from Goddard College in Vermont, Jack has taught in the areas of storytelling at Harvard Kennedy School, research branding at UC Berkeley and executive leadership at Kent State University. Jack is co-founder and partner with Thrive At Work.

Jen Margolis

Jen Margolis

Jen works with teams across industries to build their best future, create real impact and find more meaning and purpose at work. With deep experience in organizational design, strategic planning, leadership development and executive coaching, Jen is a creative thought partner, teacher, consultant and coach to leaders. At a time when change is constant, Jen helps equip leaders and teams to thrive in uncertainty tapping into their uniquely human gifts to grow into the future they most want to see possible.

Over the last fifteen years Jen has built a strong, evidence-based practice as a consultant and coach, while also co-founding both a non-profit and for-profit start-up. Prior to that she developed cross-cultural learning experiences and exchanges for international professionals and practiced clinical social work. Jen's work is supported by graduate degrees in social work and positive organization development from Case Western Reserve University, undergraduate studies from Carleton College and a certificate in Positive Psychology from the Whole Being Institute. Jen lives in Cleveland with her husband and two children who fill up her heart and keep her on her toes.

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Judy Bodenhamer

It has been Judy's honor and privilege to commit her career to inspiring businesses, organizations and individuals to achieve accelerated levels of success. Judy's professional career is proudly split between two successful Fortune 50 organizations and then since 2001 leading two entrepreneurial branding, marketing and organizational development consulting firms. These extraordinarily diverse work experiences have shaped her perspective on business, enabling Judy to channel the discipline and focus on performance expectations from Corporate America with the creativity and ingenuity of a privately-held, women-owned enterprise.

Judy is recognized for her extensive experience in the innovative delivery of business consulting, executive coaching, organizational development consulting, sales and marketing strategy, strategic planning, team and leadership development initiatives. She is certified as a facilitator and coach on many nationally recognized programs including CliftonStrengths, Patrick Lencioni's workshops, Emotional Intelligence, and is an authorized Distributor for Wiley's Everything DiSC platform.

Judy is a lifelong learner and is Adjunct Faculty at the University of Akron, has successfully completed executive education at the University of Virginia Darden School of Business, is a Certified Conflict Coach through Straus Institute-Pepperdine University School of Law, and a Certified Corporate Mediator through the Center for Dispute Resolution.

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Marc Rosen

My professional journey started at a young age working alongside my father at his company. I learned first-hand what it took to make a business run from the bottom up – experiencing every facet of the business. Working in an entrepreneurial environment fueled my interest to spend the majority of my professional career serving in client facing roles.

I received my undergraduate degree in Marketing from University of Missouri and later studied at the Kellogg School of Management in Leadership Development.

Over the past 20+ years, I have been so fortunate to work with some amazing companies who never took for granted their client’s and pushed the boundaries by delighting their respective customers. After having the awesome opportunity to lead a nine-time INC 5000 fastest growing company, decided to focus my efforts on creating an institute that would fundamentally change the way client relationships are viewed.