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Feb 6 2020

New KPIs to Drive Results

2020-02-06T09:18:58-06:00February 6th, 2020|Governance/Decision Making, HR/Organizational Development, Inspired Ideas Blog, Leadership, Marketing, Sales|

“That which is measured improves. That which is measured and reported improves exponentially “                                                                                     Karl Pearson, English Mathematician The use of key performance indicators ensures that leaders are on the same page with team members about what is expected for individual performance as well as the performance of the team, service line, industry group, [...]

Jun 27 2019

An Introvert’s Guide To Creating Deeper Client Relationships

2019-11-01T16:43:23-05:00June 27th, 2019|Inspired Ideas, Leadership, Marketing, Personal Development, Sales|

In my work, I get the opportunity to meet many professionals who are working on being more successful business developers – and for good reason. An ability to build a strong network and develop new business yields many benefits. It allows you to provide a tangible contribution to top line revenue for the firm. It [...]

Oct 5 2018

An Introvert’s Guide To Creating Deeper Client Relationships

2018-10-05T12:24:18-05:00October 5th, 2018|Leadership, Marketing, Personal Development, Sales|

In my work, I get the opportunity to meet many professionals who are working on being more successful business developers – and for good reason. An ability to build a strong network and develop new business yields many benefits. It allows you to provide a tangible contribution to top line revenue for the firm. It [...]

Jun 22 2016

Leadership Spotlight: Janice Maiman, CAE, SVP at the AICPA

2016-06-22T09:56:50-05:00June 22nd, 2016|Leadership, Marketing, Personal Development|

Janice Maiman is the Senior Vice President of Communications, Media, News and Professional Pathways at the AICPA. Janice has always impressed us with her tireless pursuit of excellence and her ability to get the best performance from others.  In her role at the Institute, Janice directs brand management, media relations, creative services, AICPA.org and CGMA.org, [...]

Jun 5 2015

Four Activities To Boost Your Personal Brand

2015-06-05T16:13:43-05:00June 5th, 2015|Client Retention, Communication, Leadership, Marketing, Personal Development, Social Networking|

Your personal brand is your “professional reputation.” It’s affected by the way that you present yourself – your skills, knowledge and technical expertise – and how others (colleagues, clients, prospects and even personal connections) perceive you in return. We recently held a web seminar on the topic of “Personal Marketing Strategies for Summer” where we [...]

Jun 11 2014

It’s All About People Again!

2014-06-11T10:57:03-05:00June 11th, 2014|Communication, Current Affairs, Governance/Decision Making, HR/Organizational Development, Leadership, Marketing, Succession|

I’m writing this from the AICPA Practitioners Symposium and TECH+ Conference in Las Vegas. It’s day two and in all of the sessions, all of the discussions, the LOUDEST theme is PEOPLE! If you tune into the Twitter feed at #PSTech, you’ll see what I mean. Topics range from the shortage of experienced staff, the [...]

May 28 2014

Wrangling the Social Media Monster

2014-05-28T14:13:01-05:00May 28th, 2014|Marketing, Social Networking|

Social media is a constantly-evolving marketing medium that keeps us on our toes. We have to monitor our platforms regularly and ensure we’re aware of who is interacting with our posts and who is posting great content that we should share with our followers. We have to stay on top of trends that emerge within [...]

Apr 23 2014

Marketing Versus Selling Versus Business Development

2014-04-23T12:55:57-05:00April 23rd, 2014|Marketing, Sales|

In public accounting, we often use “mixed” terms when describing marketing and selling activities and now the combination of marketing and sales activities is referred to as “business development.” The challenge is that these terms are used interchangeably; often causing confusion and disappointment because they are not defined properly. This causes firm leaders – and [...]

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