Announcement: SFW Partners, LLC and Chief Learning Office Join Together to Enhance Talent Development and Retention Strategies

SFW Partners, a respected firm in the accounting and CPA services industry, and Chief Learning Office, an expert in organizational development and employee engagement, are pleased to announce their joint effort to bring talent development, management and retention strategies within the public accounting industry. This collaboration is designed to revolutionize how CPA firms find, attract, and retain top talent.

Unique Capabilities & Strengths

This joint effort brings together the unique strengths of both organizations. SFW Partners long-standing reputation and unwavering commitment to the industry are complemented by Chief Learning Office’s expertise in creating attractive workplace cultures and implementing effective talent retention strategies.

SFW Partners is committed to continuously investing in a challenging industry by prioritizing people first and foremost. Chief Learning Office brings innovative approaches to talent management, helping SFW Partners roll out a series of initiatives aimed at boosting employee engagement and loyalty. This collaboration will not only benefit SFW Partners and Chief Learning Office but also other firms and in the industry and their clients.

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Alignment of Core Objectives

Both SFW Partners and Chief Learning Office prioritize people, focusing on the need to attract and retain top talent. Amidst a shrinking talent pool and a significant shift in attitudes towards work, SFW Partners mission of “achieving more together” aligns perfectly with Chief Learning Office’s expertise in organizational development.

Today's workforce seeks more flexibility and values work-life balance, having a more modern mindset therefore creating new workforce demands. Navigating these new realities, SFW Partners and Chief Learning Office are joining forces to implement cutting-edge strategies that prioritize employee well-being and professional growth.

SFW Partners 55-year legacy is a testament to its commitment to growth while remaining independently owned and upholding its current culture and values. By joining with Chief Learning Office, SFW Partners will remain at the forefront of the accounting and CPA services industry by investing in the organic growth of their talent and ensuring succession that upholds their culture and values.

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Cultural and Client Benefits

SFW Partners and Chief Learning Office both prioritize people, making this joining a natural step. Their missions align seamlessly, as both help organizations attract and retain top talent by putting people first. Chief Learning Office has the tools and experience to give firms an advantage when it comes to caring for their people and creating a culture that’s attractive to today’s workforce.

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Practical Aspects of the Joining

While SFW Partners and Chief Learning Office are joining forces, both maintain their independent operations. They will align their efforts to maximize the benefits of their collaboration while maintaining their unique focus. SFW Partners believes in this so much that they want to support their industry similarly through Chief Learning Office.

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Long-Term Vision and Goals

The long-term vision for this joint effort is clear:

-SFW Partners will continue to provide the highest quality accounting and CPA services without compromising their mission of achieving more together.

-Both companies aspire to strengthen the workforce and working environment in the public accounting industry

The plan to address industry challenges like high turnover and the declining number of CPA candidates by building a legacy of improved industry standards and workforce stability. The goal is to create a stronger workforce and working environment for the public accounting industry, ensuring that talent stays and feels truly valued and appreciated.

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Reason for Choosing Each Other

SFW Partners chose to work with Chief Learning Office due to Nancy Whatley-Blaine’s ability to address industry-specific challenges and her foresight in preparing for future growth. Nancy Whatley-Blaine, the Principle for Chief Learning Office, is an accomplished leader with over 25 years of experience in organizational development, employee engagement, and strategic planning. Nancy is highly respected and her innovative approach has helped countless organizations navigate the complexities of talent management. Nancy is exceptional at building partnerships across organizations and by doing so, she is able to identify and implement internal and external best practices in order to meet the strategic needs of the business.

More people mean more challenges, and SFW Partners wanted to stay ahead of the curve by putting systems and solutions in place that would serve them well now and circumvent challenges as they continue to grow. Nancy’s deep understanding of workforce dynamics and her proven track record in creating impactful learning and development programs make her an invaluable partner in the joint effort.

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Tier 1: Self-Guided Success

Empowering you to implement strategies independently with support and resources.

Buddy Program

Development Check-ins

High Potential Talent Identification

Speakers Academy

Tier II: Assisted Implementation

Partnering with you to execute and implement CLO services effectively.

Assessments

Buddy Program

Competency and Culture Assessments

Consulting

Development Check-ins

Professional Development

High Potential Talent Identification

Leadership Development

Learning Portal

Mentor Program

Onboarding

Speakers Academy

Succession Planning

Talent Pipeline Programs

Team Development

Internship Programs

Tier III: Fully Customized Solutions

Tailoring CLO services to meet all your specific needs and objectives comprehensively.

Buddy Program

Career Pathing

Competency and Culture Assessments

Consulting

Onboarding

Internship Programs

High Potential Talent Identification

Leadership Development

Learning Portal

Mentor Program

Executive Coaching

Succesion Planning

Strategic Planning

Talent Pipeline Programs

Team Development

Development Check-ins

Professional Development