With three distinct generations in the workplace today, the impacts are phenomenal.  Firm leaders are challenged to balance and blend each generation’s unique historical context, motivators and somewhat differing values systems to create a unified team and a sustainable firm.   To ensure that the generations co-exist and collaborate, it is helpful to understand the…

Read More

As firms wrestle with Baby Boomer succession, the differences in attitudes, thinking and motivators between current and future leaders can sometimes be great. More often than not those differences or gaps are major contributors to the absence of future leaders who are on deck and ready to step into the shoes of the retiring partners.…

Read More

Firms must move – and move now – to support virtual work environments. I’ll admit I’m biased.  For fifteen years, I have run a completely virtual business.  When not on the road speaking, teaching or consulting, each of our team members works from home in cities across the country.  From our inception, the information assets…

Read More

Bob Moritz, the Chairman of PwC, in an article via Harvard Business Review, talks about how the firm has changed and what they must now do to engage (and retain) their young, Millennial workforce. I have been attempting to help CPAs better understand Millennials for almost a decade and I believe that many CPA firm leaders have embraced…

Read More