Your Part-Time Controller, LLC (YPTC)’s staff reunited in-person once again–this time not only for learning, but for celebration too! 

March marked thirty years since the firm’s founding. Because of this, YPTC paired its series of spring trainings with a birthday bash aptly themed, ‘#YPTCTurns30’.  

The festivities kicked off on March 27th and continued throughout the week in seven different cities—Philadelphia, Nashville, D.C., Jersey City, Boston, Phoenix, and Houston—to accommodate YPTC’s growing number of staff and regions.  When designing the look and feel of the events, the company’s major milestone was top of mind.  Preparations began immediately after last October’s ‘Fall into Learning’ series, and was helmed by Operations Manager Haley Willis, Events Coordinator Jill Reese, and YPTC’s marketing and training departments. 

On the planning process, Operations Manager Haley Willis remarked, “There are so many moving pieces that involve the help of many different people and departments, and each location is unique with a different set of challenges. While our planning sets the foundation, the support and team culture of our staff help these meetings to be such a success. Maybe it’s cliché, but it truly does take a village, which included over 50 staff volunteers. It is amazing to feel the energy and excitement from all our staff coming together for these meetings. It makes all the hard work so worth it!” 

“We wanted to make everything a celebration of not only YPTC’s 30th year, but everything we’ve accomplished within that timeframe. Most importantly, we wanted to give staff several opportunities to connect and have fun, while still learning and growing professionally,” added Marketing Director Ericka Blair. 

Training and discussion content emphasized reflection, connection, and future growth. For the birthday celebration, all gatherings featured a virtual photobooth, YPTC-themed cupcakes and other treats, party hats, and of course, a surprise gift.  

First up on the schedule was a Town Hall led by President and Founder Eric Fraint or Managing Partner Jennifer Alleva—both of whom splitting attendance of the events with other members of the leadership team.  

“The dialogue created between staff and leadership in the Town Hall is of paramount importance to me. Looking at our accomplishments and opportunities openly and transparently, and then talking about how we can tackle future goals together, really embodies YPTC’s culture,” stated Jennifer Alleva.  

Everyone then attended the “Planning for the Next 30 Years” session, which focused on client services, technology, and accounting trends. This inclusive presentation also welcomed staff to the stage for “Stories from the Front,” where they shared various client success stories and how YPTC contributed to the success of each organization’s mission. 

During Friday’s meeting in Philadelphia, YPTC’s Support Staff moved to a specialized panel discussion titled, “Who’s Who in YPTC Support”. Moderated by Marketing Director Ericka Blair, this session highlighted members from several support departments, and sought to strengthen relationships and encourage further collaboration.  

All client-serving staff participated in a new training session, which was delivered by YPTC’s DVG (Data Visualization Group) team. Featuring content spearheaded by YPTC’s Training department, this presentation introduced enhanced reporting techniques to improve efficiency and client deliverables.  

“It is extremely important that we consistently present staff with better, more efficient ways to serve our clients. We knew that the in-person meetings were the perfect opportunity to energize our staff, and thus, this new presentation was born,” said Mitch Roshong, YPTC’s National Director of Training and Development. “The Data Visualization Group did a great job condensing the information into a highly consumable, easy-to-understand format. And we’re not done yet—there will be more exciting information for staff coming soon!” 

With that, the “#YPTCTurns30” events concluded, leaving everyone in attendance with fresh knowledge, new friends, and lasting memories.  

Thank you to all volunteers, content creators, presenters, and leadership, for making these events possible!