Jennifer Wilson will be facilitating the following sessions at the AICPA Emerging Partner Training Forum: Effectively Transitioning Responsibility from one Generation to Another Growing Your Practice through Referral Source Marketing To learn more, or to register for the event, visit www.aicpa.org.
Renee Moelders will be facilitating the session, "First-Hand Look: Findings from our 2018 Anytime, Anywhere Work Survey™ " on CPA Firm Management Association's (CPAFMA) October 31, 2018 MAPCast. To learn more, or to register for this event, visit www.cpafma.org.
“Most workers, many of whom are millennials, approach a role and a company with a highly defined set of expectations. They want their work to have meaning and purpose. They want to use their talents and strengths to do what they do best every day. They want to learn and develop. They want their job to [...]
The world is full of conflict. We are surrounded by it 24/7. Sometimes we see it clearly, while other times it is more “under the surface.” In all human interactions and relationships, there is some level of conflict that drives the ongoing need to have difficult, uncomfortable, sometimes even painful conversations. Here are just a [...]
According to the latest IPA benchmarking survey, CPA firm profits are under pressure. Across the Top 100 firms in that survey, talent costs are increasing faster than billing rates, resulting in a squeeze that’s reducing the bottom line. There are many strategies you can employ to relieve the pressure, and in this blog, we’ll focus [...]
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 [...]
I love being busy. My days go by fast and, when they do, I have the feeling of a successful day AND get the gratification of crossing off tasks from my work-to-do. I love being a “Yes” person to tasks, no matter the size, but it has its ups and downs. You see, there are [...]
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 [...]
In our work with clients, we encourage using the Myers-Briggs Type Indicator® (MBTI) personality assessment to gain a better understanding of a leader’s preferences and how those preferences mirror or are different from others on their team. As a coach, we can use these insights about how they like to interact and communicate with others, [...]