Client Engagement Highlights

Point of Action works exclusively with local and regional accounting and financial advisory firms on training and staff development initiatives.  Here are some examples of the type of consulting work we provide for our clients:

 

Training Outsourcing. Berry, Dunn, McNeil & Parker (BDMP), a Top 100 CPA firm with offices in northern New England, BDMP hired Point of Action to roll-out the firm's new core competency model and construct a firm-wide training plan to align with its core competencies. Frustrated by a high-cost, ad hoc approach to CPE, where training programs would be recommended without a clear understanding of their effectiveness and impact on job performance and productivity, BDMP decided to invest in a multi-phase consulting project, including strategic training planning and training outsourcing.

 

Dedicated Trainer.  Vitale, Caturano & Company (VCC), a Top 100 CPA firm based in Boston, works with Point of Action to design and deliver tailored training programs and administer the firm's Upward Feedback Program.

 

Training Consulting . Point of Action works with Braver PC , a large, regional CPA and business advisory firm, to expand the firm's core competency benchmarks and performance review process, implement a firm-wide Mentoring and Career Advising program, and develop and deliver firm-specific training programs linked to competency benchmarks. Point of Action also manages the firm's Upward Feedback Program.

 

Competency Development . Point of Action works with Feeley & Driscoll, P.C., a large, regional CPA and business advisory firm, to enhance the firm's professional competency model and performance appraisal system, as well as to design firm-specific competency curricula.

 

Performance Feedback Training. After developing core competencies and a new performance evaluation process, the California-based regional CPA firm of Ireland San Filippo, LLP engaged Point of Action to design and deliver on-site training programs focused on helping supervisors to deliver effective performance feedback based on the firm's new core competencies.

Change Management. Point of Action works with Litman, Gerson, LLP, a regional CPA firm that has experienced rapid growth and organizational change.  We helped the firm to create and implement a new vision statement and values and construct new employee competency benchmarks and a performance appraisal system.

 

Training . Point of Action works with Tofias PC, a large, multi-office CPA firm, on several training initiatives, including leading Partner retreats focused on achieving client service excellence, workshops on staff development and the performance feedback process, and mentoring training for new firm mentors.  Point of Action has worked with professionals at all levels of the firm, from Staff Accountants to Shareholders. Point of Action also manages the firm's Upward Feedback Program.

 

Management Development. Point of Action provides training workshops for Gray, Gray & Gray, LLP, a large, regional CPA firm.  We design customized supervisory training programs to help managers develop their leadership and staff development skills.

CPE Needs Assessment.  Point of Action works with DiCicco, Gulman & Company to assess CPE needs and create a strategic training plan that is linked to internal competency benchmarks and the firm's performance appraisal system.

 

Supervisory Training.  Point of Action provides supervisory and staff development training for managers at Huron Consulting Group, a national financial and business advisory firm.

 

Client Service Training.  Point of Action tailors training programs on client service and improving client satisfaction for the CPAs at Medical Management Professionals, Inc., a national financial advisory and practice management firm for physician groups. 

Human Resource Consulting.  Point of Action assesses learning and human resource needs and implements policies and tools to help Samet & Company, a growing local CPA firm, to attract, retain and develop its employees. Point of Action also manages the firm's Upward Feedback Program.

Supervisory Training.  Point of Action has provided supervisory training for Kevin P. Martin & Associates, P.C. a local CPA firm.

Supervisory Training.  Point of Action has provided supervisory training for Edelstein & Company LLP, a local CPA firm.

Training.  Point of Action offers training programs for CPAs through the Massachusetts Society of Certified Public Accountants (MSCPA).

Training.  Point of Action provided training for member firms of Accountants Global Network (AGN), an international network of accounting firms.

Training.  Point of Action has taught courses for accounting students at the University of Massachusetts at Amherst's Isenberg School of Management.

Training. Point of Action provided training workshops for Arthur Andersen employees from 1996 until the company’s demise in 2002. Workshops focused on effective public speaking and presentation, conflict management, persuasive communication and supervisory skills.