Roundtable: Practice Excellence and Exchange Roundtables - PEERS

Live virtual idea exchange with guided discussion, breakout groups, and group sharing.

Topic of discussion: Hiring Staff - What's Working, What's Not

Finding and keeping the right people is one of the biggest challenges facing small and mid-sized firms today. This interactive roundtable explores what’s working — and what’s not — when it comes to recruiting, evaluating, onboarding, and retaining staff in the tax and accounting profession.

Participants will share real-world hiring successes and lessons learned, compare onboarding strategies, and discuss how to assess culture fit and long-term potential. Whether you’re building a team from scratch or refining your hiring process, this session offers practical insights and peer-tested approaches to strengthen your staffing strategy. 

Key Topics Include:

• • Recruiting challenges: applicant volume, skill gaps, and expectation mismatches
  • Evaluating candidates beyond credentials: traits, habits, and growth potential
  • Onboarding practices that build confidence and connection
  • Culture fit and retention: policies, flexibility, and development paths
  • Hiring lessons learned: what’s worked, what’s changed, and what’s next