Transition

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Nov 14 2022

HR Huddle: Four Ways that HR is Uniquely Suited to Support Transition

2022-11-17T07:54:07-06:00November 14th, 2022|HR/Organizational Development, Inspired Ideas Podcast|

In the November 14, 2022 HR Huddle, Renee Moelders and Samantha Mansfield discuss the four ways that HR professionals can use their people skills to smooth the emotional upsets associated with transition between the successor and the retiree. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management [...]

Nov 20 2019

On Starting Over

2019-11-20T10:38:14-06:00November 20th, 2019|Personal Development|

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 [...]

Aug 16 2019

Strategies for “Giving In” To Change

2019-11-13T12:04:42-06:00August 16th, 2019|Inspired Ideas|

Change is hard.  But it’s all over us!  In our nation’s demographics, succession, mergers, technology and turnover, we’re experiencing change at a faster pace than ever before. As firm leaders, we must keep up to sustain our firms and ensure that they are attractive to NextGen clients and team members.  All too often, we see firms putting off needed changes for a variety of [...]

May 29 2019

Are You Undermining Client Transition?

2019-11-01T17:20:23-05:00May 29th, 2019|Client Retention, Communication, Inspired Ideas, Retention Strategies, Succession|

Transition is top of mind for most CPA firms today. The topic emerges in almost every conversation we have with clients, at conferences and in our everyday interactions with firm leaders. Whether we’re talking to firm leaders or emerging leaders, client loss is one of the biggest fears commonly shared by BOTH transitioners and their [...]

Jul 12 2017

View from the Top

2017-07-12T15:42:22-05:00July 12th, 2017|Leadership, Personal Development|

In the past few months, I have coached two clients, “John” and “Sarah,” who have recently been promoted to high-level executive positions.  John replaced an executive consultant to work within his company on a full-time basis.  Sarah moved into an executive managerial position in a company that is merging with a firm so she will [...]

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