It’s a new day. I love the optimism associated with that. Just like the document where I have begun typing, it is blank, clean, bright and full of optimism and potential. Only we rarely approach each day with this type of optimism. We reserve it for New Year’s Day, new jobs, new beginnings. We almost…

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Cyberbullying. Social Bullying.  Peer Pressure Bullying.  The topic of youth bullying has gained a lot of attention over the past several years.  You have probably read the stories and watched the videos of organizations working to end this epidemic that has been plaguing our school systems.  You have probably talked to your children about bullying-…

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A recent survey of Managing Partners in an international alliance found that 85% of Managing Partners say they need younger leaders to step up, yet 93% of Young Leaders say Managing Partners won’t invest in them. Further, 100% of the Managing Partners say it will cost the firm significantly to replace an Emerging Leader and…

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On behalf of the members of the CPA Consultants’ Alliance, I hope you have enjoyed and benefited from our 2015 blog series focused on the central theme of Bridging the Gap-Strengthening the Connection Between Current and Emerging Leaders. The membership of the CPA Consultants’ Alliance is comprised of many of the top thought leaders in…

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A recent survey conducted by the AICPA showed one of the biggest concerns accounting firms are facing today is employee retention and engagement. This is no surprise and is endemic throughout the entire profession.  As the economy takes a turn for the better, the rate at which team members are leaving their current employment or…

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Can you name the top two key factors to an accounting firm’s success? If you said Employee Satisfaction and Client Satisfaction, then you are exactly right. You have probably thought about it, some of you may have even tried to conduct a survey before, so why the hesitation and procrastination? The topic of surveying comes…

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The CPA Consultants’ Alliance (CPACA), a group of thought leaders working together to further leadership within the CPA profession, recently held its annual meeting to discuss the most pressing leadership challenges facing the CPA profession and identify solutions to address these challenges.  Following the meeting, CPACA members were asked to comment on the single most…

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When New Year’s Eve rolls around every year, I get energized about the new version of me that will emerge in the next year. Yes, I am one of those annoying people who do this. I am always open for a chance at a new beginning. I am just wired that way. I did the…

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I recently facilitated a panel discussion with three managing partners. The topic of discussion was around developing future leaders. They also shared best practices around creating a culture focused on creating value for clients, and not just what we ordinarily think of as value. True value and deep relationships that come from a focus on…

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