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Be Insightful Webinar Archive

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LEADING FROM WHERE YOU ARE: SMALL ACTIONS THAT CREATE BIG IMPACT thumbnail

LEADING FROM WHERE YOU ARE: SMALL ACTIONS THAT CREATE BIG IMPACT

Human Resources 46 min

Leadership is not about titles. It is about how you show up every day. In this Be Insightful members-only webinar, Michelle LeBlanc, Founder of EvolveHRX, shares a practical, people-first approach to leadership that applies at every level of an organization. Hosted by Gary DeHart of Insightful Accountant, the session focuses on clear communication, trust-building, leading under pressure, and the small actions that create lasting impact. This session is especially relevant for accounting and professional services leaders heading into busy season.

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Measuring What Matters: Performance in Growing Accounting Firms thumbnail

Measuring What Matters: Performance in Growing Accounting Firms

Human Resources 46 min

As small and mid-sized accounting firms grow, leaders quickly discover that the traditional performance review process doesn’t keep up. Annual or quarterly reviews often feel disconnected, overly time-consuming, and fail to provide employees with what they need most: clear expectations, actionable feedback, and pathways for growth. This webinar explores how to move beyond outdated review systems and create a manageable, modern approach to performance management. You’ll learn how to measure what matters, set employees up for success with development plans, and build a system that drives both accountability and retention, all without needing a full HR department.

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Conversations That Drive Success: Managing Stress and Communication in Crunch Time thumbnail

Conversations That Drive Success: Managing Stress and Communication in Crunch Time

Human Resources 58 min

April is peak season in the finance world—between tax preparation, compensation reviews, and budgeting cycles, pressure runs high. Even the most seasoned teams can experience strain that leads to miscommunication, missed expectations, and burnout. This session is designed to help business owners and leaders build essential soft skills to navigate these high-pressure environments with confidence.

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HR Compliance Strategies for High-Regulation Industries thumbnail

HR Compliance Strategies for High-Regulation Industries

Human Resources 48 min

Industries with strict regulatory oversight—such as energy, manufacturing, healthcare, financial services, alcohol and tobacco, and firearms—face unique workforce challenges. From hiring and training requirements to ongoing compliance tracking, HR plays a critical role in ensuring businesses stay compliant and avoid costly fines or penalties. This session will equip accounting and finance professionals with insights into how regulatory frameworks impact HR operations and how they can help businesses or clients structure their workforce to remain compliant.

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Follow Up Session | Holistic Hiring: Bridging the Gaps in Your Recruitment Process thumbnail

Follow Up Session | Holistic Hiring: Bridging the Gaps in Your Recruitment Process

Human Resources 45 min

Finding strong finance and tax professionals keeps getting harder, and most firms still rely on hiring tactics that only address a fraction of what candidates actually care about. This follow-up session takes the conversation further. Instead of treating recruitment as a simple transaction, we look at how firms can build a candidate experience that feels personal, intentional, and aligned with long-term growth. Michelle LeBlanc of Evolved HRX and Keely Pate, a veteran Talent Acquisition Director, break down practical ways to improve how you attract, evaluate, and support new hires so you can build a team that stays and thrives.

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Holistic Hiring: Bridging the Gaps in Your Recruitment Process thumbnail

Holistic Hiring: Bridging the Gaps in Your Recruitment Process

Human Resources 61 min

Recruiting top talent in finance and tax is more competitive than ever. However, many hiring strategies fail to account for the full spectrum of candidate needs and motivations. This webinar explores how to approach hiring holistically—shifting from a transactional mindset to a candidate-centered process. Led by Michelle LeBlanc, founder of Evolved HRX, and Keely Pate, Talent Acquisition Director with over 20 years of experience, this session provides actionable insights into refining your recruitment strategies to attract and retain the best talent.

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ChatGPT for HR operations: Boosting Efficiency for Finance & Tax Professionals thumbnail

ChatGPT for HR operations: Boosting Efficiency for Finance & Tax Professionals

Human Resources 50 min

Discover how AI and automation, especially tools like ChatGPT, are transforming the finance and tax landscape. In this webinar, Michelle LeBlanc, founder of Evolved HRX, will guide you through harnessing the full potential of ChatGPT to optimize HR operations. With a focus on improving efficiency and delivering superior client service, this session will equip you with the knowledge to stay competitive in an evolving industry.

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Human Resources: Your People Your Business thumbnail

Human Resources: Your People Your Business

Human Resources 57 min

Michelle LeBlanc helps you focus on your most important asset, your people, to ensure you're treating them well and covering yourself in the process.

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