Tamera Loerzel and Renee Moelders will facilitate a 100-minute webinar eligible for 2 CPE on the following topic hosted by CPA Crossings on October 19th: Four Levers to Drive Partner Unity and Accountability As firms drive growth in the uncertain economy, most have turned their focus to improving partner performance and accountability. In this session, [...]
Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on the following topic hosted by CPA Crossings on November 30th: Developing a Culture of Ownership and Accountability In this course we will explore the foundational leadership attributes that, when applied, will transform your practice. Learn how accountability, integrity, and ownership [...]
We hear firm leaders tout, “We’re one firm.” Yet, when we assess their practice, we find many behaviors, processes, and measures that are counter to one firm. Before we look at those, let’s define what a one-firm business model is – and what it is not. The concept of one firm was devised to alleviate [...]
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 [...]
I woke up a little heartbroken today. I awoke to the gravity of life-altering decisions that I’ve recently made. It’s hard to say whether those choices are right or wrong and I suppose I will never know. What is clear to me now is that I’m starting over, again. I understand that while there are [...]
“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 [...]
Perhaps you’d like to hear a familiar story? Once upon a time following April 15th, I committed to delivering my extended client tax returns this summer rather than enduring another stressful busy season in September and October. I also started a home improvement project and a summer exercise program with whole-hearted enthusiasm. So how am I [...]
Working Through Complacency Perhaps you’d like to hear a familiar story? Once upon a time following April 15th, I committed to delivering my extended client tax returns this summer rather than enduring another stressful busy season in September and October. I also started a home improvement project and a summer exercise program with whole-hearted enthusiasm. [...]
In my blog, Failure is Not Fatal, I explored some strategies to persevere when setbacks and failures rear their ugly head. They include setting a new goal, getting into action, not being a lone ranger and persevering. These strategies are valid and offer good reminders to help us move through setbacks and on to the [...]
