Aug 30 2018

Difficult Conversations You Must Have

2018-08-30T08:39:47-05:00August 30th, 2018|Leadership, Personal Development|

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 [...]

Aug 22 2018

Want to Maximize Profits? Consider Highest and Best Use

2018-08-22T09:12:45-05:00August 22nd, 2018|Current Affairs, HR/Organizational Development, Leadership, Personal Development|

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 [...]

Aug 17 2018

You ARE Better Off Without Them!

2018-08-17T14:03:47-05:00August 17th, 2018|HR/Organizational Development, Leadership, Next Generation, Personal Development, Retention Strategies|

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 [...]

Aug 8 2018

I’m Waving My White Flag!

2020-02-12T17:11:38-06:00August 8th, 2018|Leadership, Personal Development|

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 [...]

Aug 1 2018

Let’s Stop Paying Lip Service to People Development

2018-08-01T11:58:44-05:00August 1st, 2018|Leadership, Next Generation, Personal Development|

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 [...]

Jul 26 2018

Personality Dynamics in Coaching

2018-07-26T10:53:33-05:00July 26th, 2018|Communication, Leadership, Personal Development|

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, [...]

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 [...]

Jul 11 2018

Sorting Out My Stories

2018-07-11T13:12:50-05:00July 11th, 2018|Communication, Leadership, Personal Development|

“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 [...]

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