Webinar: Elevating the Client Experience by Enhancing Executive Functioning Skillsets

Executive functioning (EF) is a term gaining traction across education, organizational strategy, and leadership conversations, and for good reason. In this session, we’ll explore why executive functioning matters in public accounting specifically, and how marketers can use this lens to improve communication, timing, and effectiveness across the client experience.

We’ll examine how human behavior intersects with the environments and systems we design, and how thoughtful structure and support can improve both individual performance and organizational regulation. In today’s accounting firms, marketers are increasingly called on to act as translators, planners, and problem-solvers. Understanding these dynamics requires a blend of strategy, psychology, and systems thinking to meet the evolving demands of the modern workforce and client base.

What does this look like in practice? Consider the difference between ease, clarity, and shared responsibility versus avoidance, miscommunication, and reactive behavior driven by constant urgency. These patterns are easy to recognize, but far more challenging to shift. That’s where awareness and intentional design come in to build foundational skills and frameworks that are flexible, scalable, and aligned with the expectations of today’s firm leaders and next-generation clients.

This session positions executive functioning not as an HR concept, but as a business lever. When firms reduce friction, improve follow-through, and create more predictable client interactions, they save time, reduce rework, and protect margins while also addressing the very real pressures of stress and burnout that affect teams across the profession.

Ultimately, this is an investment in internal infrastructure that pays dividends externally. By streamlining workflows and strengthening the client experience, firms can increase efficiency and compliance without relying on outdated incentive models. The shift doesn’t happen all at once, but it does start with consistently applying intentional habits, one decision at a time.

Speaker

Brandee El-Attar: Award winning Assistant Professor of Human Services at Goldey Beacom College, Ted X Speaker, Best Selling Author, Executive Functioning Coach, Founder of Luminary Leadership Co. 

Brandee is a dynamic and forward-thinking leader with 25+ years in human services, dedicated to empowering students, parents, and communities. As a keynote speaker, workshop facilitator, and college educator, she brings authenticity, energy, and practical insights to every engagement. Passionate about creating positive cultures and being a change agent for good, Brandee bridges the gap between knowledge and real-life application. With expertise in behavioral principles, motivation, and best practices, she fosters collaboration, inspires growth, and creates lasting impact across industries through her meaningful, high-quality work.

On a personal note, Brandee strives to live a life that is brimming with love, light, and meaningful experiences and she is dedicated to personal growth, continual improvement, and positive change. She routinely bucks the status quo and believes deeply in purposeful parenting. She is an avid lover of books, coffee, chocolate, inspirational quotes, gardening & exploring the great outdoors with her family. She is also a passionate writer about “all things parenting and personal growth”. Brandee lives in Landenberg PA with her husband Karee, her three children (Caleb, Owen & Sophee) and golden retriever (Copper) and ragdoll kitty (Malcolm).