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Mar 20 2019

You Set Your Goals, Then Busy Season Happens…

2019-03-20T12:13:55-06:00March 20th, 2019|Leadership, Personal Development, Transformational Leadership|

Accounting and tax professionals call this time of the year the “busy season.”  But since we’re chronically busy year-round, shouldn’t January through April actually be referred to as the “busier season?” One thing I know for sure:  when it comes to working and progressing on our personal and professional goals, busy season is an obstacle that must be overcome. [...]

Sep 19 2018

Leadership Spotlight: Katie Davis, Partner, James Moore & Co.

2018-09-19T10:33:58-06:00September 19th, 2018|Leadership, Personal Development, Transformational Leadership|

This month’s Leadership Spotlight features Katie Davis, Partner at James Moore & Co. Katie recently graduated from our Transformational Leadership Program™ (TLP) and we’ve enjoyed getting to know her over the past year. Katie has a passion for providing value to clients beyond traditional accounting services. In her role, she is actively involved in the [...]

May 22 2018

Ask and You Shall Receive Feedback!

2018-05-22T10:43:29-06:00May 22nd, 2018|HR/Organizational Development, Leadership, Personal Development, Transformational Leadership|

When speaking with participants of our Transformational Leadership Program, or meeting with young leaders at firm retreats, one consistent complaint we hear is that people don’t get enough feedback on the work they’re doing and consequentially, on their individual development. We’re talking a lot these days about improving feedback mechanisms, how firms need to deliver [...]

May 16 2018

Leadership Spotlight: John R. Pace, Partner

2018-05-16T09:26:32-06:00May 16th, 2018|Leadership, Transformational Leadership|

I am happy to introduce John Pace as this month’s leadership spotlight. John is a partner in the outsourced accounting and advisory services department at Gelman, Rosenberg & Freedman CPAs in Bethesda, MD. John is also a graduate of our Transformational Leadership Program™ (TLP) and we’ve enjoyed working with him and his firm on various [...]

Feb 7 2018

You Set Your Goals, Then Busy Season Happens…

2018-02-07T10:56:14-06:00February 7th, 2018|Leadership, Personal Development, Transformational Leadership|

Accounting and tax professionals call this time of the year the “busy season.”  But since we’re chronically busy year round, shouldn’t January through April actually be referred to as the “busier season?”  One thing I know for sure:  when it comes to working and progressing on our personal and professional goals, busy season is an [...]

Jun 28 2017

Convergence Spotlight: Jack G. Lee III, Partner

2017-06-28T11:22:21-06:00June 28th, 2017|Leadership, Personal Development, Transformational Leadership|

We’re excited to feature Jack G. Lee, III as our latest Convergence Spotlight. Jack is a partner at ConvergenceCoaching and plays a significant role as a lead coach in our Transformational Leadership Programs™ (TLP). He’s all about living the “get better” life and if you want proof, just check out one of his many blogs [...]

Mar 22 2017

Moving from Transactional to Transformational Client Service

2017-03-22T09:42:08-06:00March 22nd, 2017|Client Retention, Leadership, Personal Development, Transformational Leadership|

Most of us, if asked, would say that we are committed to delivering exceptional client service. However, when asked what exceptional client service looks like, we hear things like “delivering the engagement on time (or early) and within (or under) budget” and “being available and responsive to client requests and questions.” I assert those represent [...]

Feb 22 2017

Leadership Spotlight: John D. Sensiba, Managing Partner, Sensiba San Filippo LLP

2017-02-22T11:44:43-06:00February 22nd, 2017|Leadership, Personal Development, Transformational Leadership|

This month’s Leadership Spotlight features John D. Sensiba, Managing Partner of Sensiba San Filippo LLP. John directs the firm’s strategic plan and market growth, provides oversight on all executive and operational decisions and leads the firm’s team in the delivery of superior client service. On the technical side, John specializes in providing accounting, business consulting [...]

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