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Oct 23 2019

Becoming Replaceable

2019-11-13T12:01:46-06:00October 23rd, 2019|Succession|

In the past three months, I’ve become a grandfather (twice!), celebrated my 61st birthday, and taken on the role of Director of Men’s Ministries at my church.  Taking on this new role was included on my “possibilities” list discussed in my June 2018 blog, Keeping seems easy.  Stopping is hard.  Starting even harder. I accepted [...]

Sep 25 2019

I’m a Millennial and We’re Begging to be Heard

2019-11-13T12:14:49-06:00September 25th, 2019|Next Generation, Recruiting, Retention Strategies, Succession|

At almost every event I attend with friends, the topic of work always seems to creep in. They share their stories and frustrations about their offices or their bosses and all too often I wish there was some discreet way to anonymously send articles about NextGen talent and clients, creating a better culture, or feedback [...]

May 29 2019

Are You Undermining Client Transition?

2019-11-01T17:20:23-06:00May 29th, 2019|Client Retention, Communication, Retention Strategies, Succession|

Transition is top of mind for most CPA firms today. The topic emerges in almost every conversation we have with clients, at conferences and in our everyday interactions with firm leaders. Whether we’re talking to firm leaders or emerging leaders, client loss is one of the biggest fears commonly shared by BOTH transitioners and their [...]

Mar 27 2019

Is Your Firm Leaving Potential Leadership Successors Behind?

2019-03-27T11:55:47-06:00March 27th, 2019|Communication, Governance/Decision Making, HR/Organizational Development, Leadership, Next Generation, Personal Development, Succession|

Firms around the country are struggling to recruit and retain experienced professionals to serve their clients. Partners are nearing retirement, and many don’t have clear successors in place to ensure their firms keep running. Given the need for talent, we should leave no stone unturned in our quest to identify our next generation of leaders. [...]

Jul 18 2018

Asking for Transparency – What Does That Really Mean?

2018-07-18T12:23:51-06:00July 18th, 2018|Leadership, Next Generation, Retention Strategies, Succession|

When facilitating visioning sessions with both current partners and their NextGen leaders, one element consistently emerges as crucial to their becoming a NextGen firm: transparency. Yes, it’s a request of the NextGen leaders, and it is often contrary to Baby Boomers’ and older Gen Xers’ approach of “Just put your head down, don’t ask any [...]

Jun 7 2018

Millennial Strategies For Relating to Baby Boomer Clients

2018-06-07T08:46:40-06:00June 7th, 2018|Communication, Leadership, Next Generation, Personal Development, Retention Strategies, Succession|

In 2019, Millennials will surpass the Baby Boomers as the largest living generation. Congratulations, my fellow Gen Y’ers – we are so close to officially having our reign! All kidding aside, many of us Millennials are at a turning point in our careers as we move into bigger leadership roles and take over longstanding client [...]

Feb 12 2016

What Grade Would Your Clients Earn?

2016-02-12T15:31:19-06:00February 12th, 2016|Client Retention, Communication, Leadership, Succession|

The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is [...]

Nov 5 2015

How Does Your Firm Measure Success?

2015-11-05T14:33:40-06:00November 5th, 2015|Anytime Anywhere Work™, Communication, Current Affairs, Governance/Decision Making, HR/Organizational Development, Leadership, Succession, Web/Tech|

More Results from our 2015 Anytime, Anywhere Survey We are enormous proponents of anytime, anywhere work programs. This past spring, we conducted our 2015 Anytime, Anywhere Work Survey and began publishing the results in an ongoing blog series (read the “big picture” results here and the benefits firms are realizing with flex here). In the [...]

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