In my first real career position out of college, I worked for a newly formed community bank in Baton Rouge, Louisiana as their upstart Operations Assistant. I didn’t know much about banking or bank operations, but I was energetic and eager to learn. Right from the beginning, I was tasked with managing IT under the [...]
With this month’s trial of Derek Chauvin for the murder of George Floyd, reflections about the past year’s events involving George Floyd, Ahmaud Arbery, Breonna Taylor, Christian Cooper, and Jacob Blake are stirring new support for racial justice and equality. Organizations and CPA firms have been making public declarations, posting in social media and funding [...]
If your people aren’t winning at home, they will struggle, at best, winning at work. And if they have to choose between the two, they will almost always choose winning at home. You could argue, “It’s not my job to help my team members figure out how to manage childcare or their commute or caring [...]
With the current COVID-19 crisis brewing and firms being encouraged to implement social distancing, organizations around the country are scrambling to shift their employees to work remotely. Your firm may not feel fully ready, but regardless, you may have to also take this step. Your building management may force you to close your office, or [...]
Over the years, I have studied ways to help people work cooperatively with one another. A recent program helping marital partners create healthy ways to relate caught my attention. In his book, Communication Miracles for Couples, Jonathan Robinson identifies three key areas that make the difference. He describes them as “high octane gasoline that makes [...]
The amount of change in our profession can be overwhelming at times but it definitely is the word of the hour. Everything feels like it's changing, and every one of us needs to change in a lot of different ways. Thus, we've named this first episode, The Change Imperative. Why is so much change happening? [...]
“The smart ones ask when they don’t know. And, sometimes, when they do.” –Malcolm Forbes, Entrepreneur and publisher of Forbes Magazine A client, coachee or prospect would like to learn more about our services and we have an hour scheduled with a ton of ground to cover. How can I ensure we touch on the [...]
Whether it is owner disagreements, performance issues, client concerns, or competitive situations, our professional lives are filled with potential conflict. But given the choice, most will shy away or ignore conflict rather than deal with it. Why? Maybe because conflict isn’t fun – or even comfortable – and we’re not very sure we’ll handle it [...]
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 [...]
Mark your calendars! We've got a summer packed with webinars on topics to take your firm to the next level, from business model shifts, succession planning, and strategies to improve delegation! Check out our full line up here.
Join us on May 31st from 10:00-11:40am CT to Building a Truly Progressive, Talent Forward Firm for ideas to shift your firm's culture and identify new strategic priorities to inspire, empower, and retain your top talent. Register for the webinar here.
