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Jan 15 2020

Staging Your Firm for Your Best Years Yet

2020-01-15T07:34:42-06:00January 15th, 2020|Inspired Ideas Blog, Leadership, Next Generation, Succession|

Happy New Year, and New Decade! We are looking forward to a fresh start and the opportunity to envision what possibilities the next ten years will deliver. We believe this decade will be pivotal in the way that firms operate their practice, manage their talent and serve clients. It’s understandable to have twinges of overwhelm [...]

Dec 9 2019

Inspired Ideas Podcast: Episode 1 – The Change Imperative

2019-12-09T09:34:28-06:00December 9th, 2019|Client Retention, Communication, Current Affairs, Inspired Ideas Podcast, Leadership, Next Generation|

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? [...]

Nov 13 2019

What Will Happen to Your Legacy Without Millennials?

2019-11-13T11:26:42-06:00November 13th, 2019|Leadership, Next Generation|

In my last blog, I’m a Millennial and We’re Begging to be Heard, I shared some stories and frustrations from fellow Millennials about their office culture or their bosses. Boy, oh boy! did that open a flood gate from acquaintances, friends, and family members of varying generations. As the comments and discussions increased, I realized [...]

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 [...]

Sep 13 2019

Solve Your Capacity Challenges with Non-Traditional Hires

2019-11-01T16:14:12-05:00September 13th, 2019|HR/Organizational Development, Leadership, Next Generation, Retention Strategies|

"Everything that can be invented has been invented." This quote is often attributed to Charles H. Duell, the Commissioner of US patent office in 1899. We know this to be far from that truth and that new inventions are happening all the time and at a faster pace than ever. Just look at our cars, [...]

Mar 27 2019

Is Your Firm Leaving Potential Leadership Successors Behind?

2019-03-27T11:55:47-05:00March 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. [...]

Sep 28 2018

Five Fundamentals of Flex Success

2018-09-28T10:13:03-05:00September 28th, 2018|Anytime Anywhere Work™, HR/Organizational Development, Leadership, Next Generation, Retention Strategies|

Our ConvergenceCoaching, LLC® 2018 Anytime, Anywhere Work™ (ATAWW) Survey results are due out October 22, and in them, I’m pretty sure we’ll hear at least a few participants say that flexible, remote work is not for everyone. Often people say that it requires a certain kind of worker, one who is self-motivated and driven. Or [...]

Aug 17 2018

You ARE Better Off Without Them!

2018-08-17T14:03:47-05:00August 17th, 2018|HR/Organizational Development, Leadership, Next Generation, Personal Development, Retention Strategies|

I recently wrote a column for the Journal of Accountancy CPA Insider, talking to employees that are unhappy in their work. In this blog, I am talking to firm leaders about how to deal with partners who may be some of the cause of that unhappiness.  I don’t know how many times I have had Managing [...]

Aug 1 2018

Let’s Stop Paying Lip Service to People Development

2018-08-01T11:58:44-05:00August 1st, 2018|Leadership, Next Generation, Personal Development|

Working with leaders of firms in completely different geographies and of a variety of sizes, I continue to have discussions with them about slightly different yet completely related topics:  a lack of traction in a mentoring program, an inability to get engagement reviews completed by both staff and managers and concerns that a partner group [...]

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