The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is [...]
More Results from our 2015 Anytime, Anywhere Survey We are enormous proponents of anytime, anywhere work programs. This past spring, we conducted our 2015 Anytime, Anywhere Work Survey and began publishing the results in an ongoing blog series (read the “big picture” results here and the benefits firms are realizing with flex here). In the [...]
Here in Nebraska, it’s easy to see the signs of summer transitioning into fall. It’s a wonderful time of year filled with many sunny crisp days and red, orange and yellow foliage. This time of year signals the transition toward the holidays and the time to usher in a new year is right around the [...]
Firms Continue To Migrate AWAY From Time and Place. In early June, we launched our 2015 Anytime, Anywhere Work Survey to collect information about the adoption of flexible work initiatives within public accounting firms. We asked firms to submit only one response per firm and were amazed to see a 57% increase in participation this [...]
With most firms experiencing the succession of one or more partners or senior leaders over the next ten plus years, developing leaders is a must to ensure the sustainability of your firm. According to the 2012 (and 2008) AICPA’ PCPS Succession Survey, the number one challenge hampering the firm’s succession strategy is that “Senior partners [...]
In this third blog in our series on recruiting, we are going to share best practices for staying on top of your recruiting efforts and tracking your results using an organized, systematic approach. We want you to develop a recruiting process that is ingrained in your firm and happens on a regular basis, even when [...]
In my last post, I shared strategies for developing a culture that embraces and encourages upward feedback. Among the many benefits feedback provides, one is the insight that firm leaders gain about the hopes and dreams of their up-and-coming leaders. In that post, I encouraged people managers to regularly check in and ask questions of [...]
Public accounting is experiencing one of the toughest periods of staffing in our profession’s history, and we believe it is just beginning. 78 million Baby Boomers are planning to retire over the next 10 – 12 years while there are fewer than 50 million Gen Xer’s to succeed them. Millennial accountants (33 and younger – [...]
Happy March! The “new” year is moving quickly and spring brings a lot of great things: relief from an unusually bitter and prolonged winter, the home stretch of another busy season for our CPA firm clients and friends, the start of our traditional ConvergenceCoaching busy season, a renewed sense of urgency to achieve that beach-ready [...]
Our ConvergenceCoaching® Fall 2021-22 Transformational Leadership Program™ (TLP) is now open for enrollment! Take your new and future leaders to their next level of success in leading others and your firm!