Succession

Sep 29 2021

Letting Go

2021-09-29T09:23:23-05:00September 29th, 2021|Inspired Ideas Blog, Next Generation, Succession|

This week, my sweet “starter child” Della will marry her high-school sweetheart, Nic, in the church where Brian and I were married nearly 33 years ago. These two “kids” are a perfect match, with complimentary gifts and talents and a powerful commitment to each other. I have every confidence that they can make their union [...]

Feb 12 2020

Lessons Learned Again

2020-02-12T14:16:33-06:00February 12th, 2020|Governance/Decision Making, Inspired Ideas Blog, Leadership, Personal Development, Succession|

Last September, I accepted the role of Director of Men’s Ministry at my church conditioned on a “self-imposed” three-year term limit, during which my strategic focus would be to identify, develop and mentor my replacement; hopefully someone half my age! Almost six months into my new role, it feels like a good time to review [...]

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 [...]

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

2022-03-11T08:45:46-06:00September 25th, 2019|Inspired Ideas, 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?

2019-11-01T17:20:23-05:00May 29th, 2019|Client Retention, Communication, Inspired Ideas, 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?

2019-03-27T11:55:47-05:00March 27th, 2019|Communication, Governance/Decision Making, HR/Organizational Development, Inspired Ideas, 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?

2018-07-18T12:23:51-05:00July 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 [...]

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