“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 [...]
As I come off of the holiday weekend and prepare to attend my first workshop as a TLP participant, finalize details for engagements, respond to emails, organize calendars, prepare to orient a new hire on Dec. 3, and continue to develop personally and professionally… I find myself clinging to my imaginary flag pole to raise [...]
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, [...]
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 [...]
“The world as we have created it is a process of our thinking. It cannot be changed without changing our thinking.” ― Albert Einstein Some of the things I say about myself are true. I’m a mother, a wife, a daughter and a sister. I’m 5’4”, right-handed, and have naturally curly hair. I’m a yogi [...]
Mark your calendars! We've got a summer packed with webinars on topics to take your firm to the next level, from business model shifts, succession planning, and strategies to improve delegation! Check out our full line up here.
Join us on May 31st from 10:00-11:40am CT to Building a Truly Progressive, Talent Forward Firm for ideas to shift your firm's culture and identify new strategic priorities to inspire, empower, and retain your top talent. Register for the webinar here.
