Blog Posts by Jack Lee

CPA Firm Practice Economics – 5 Key Levers

CPA firms are simple and complex at the same time. Simple because they consist primarily of people – the clients and the professionals. Granted, firms also require workspace and technology to operate, grow and succeed, but people are the primary value drivers. CPA firms are also complex for the same reason they are simple:  because […]
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We Don’t Have All the Time In the World

This week I had my six-month dental check-up. Laying in the chair with the light in my eyes and various dental “paraphernalia” in my mouth, I discovered that the dental chair is a good place for reflecting back on the past six months and looking ahead to the next six. “How’s your summer?” asked Kathy, […]
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What’s Going To Stop You From Achieving Your Goals?

Since 2014, seemingly by design, I have been asked to write one of the first blogs of the New Year.  January feels like a time of fresh starts and new beginnings; it is a good time to both reflect back and look forward.  All in all, January is a good month to invest some time […]
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Time Flies: So Don’t Wait To Get Started!

This summer, I had the opportunity to share “words of wisdom” with several high school graduates all of whom had plans to attend college this fall.  I simply said to each one, “Now you understand how fast four years goes by.”  And each graduate gave me a look that confirmed their deep understanding of exactly […]
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Happy Father’s Day – It’s Not Too Late!

When I was young, I knew my dad loved me both by his actions and his words.  He taught me how to throw a ball and tie my shoes. He spent time and played games with me.  He let me help him on his projects even though I wasn’t helpful.  He took me with him […]
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Goal Achieved? So What’s Next?

In my last blog, I examined what is essential to goal setting and achieving, and concluded that “telling others” was the most important and essential action you can take. Yes, it is important and necessary to set big, hairy, “stretch” goals, while also being realistic about your current “as is” state or condition. And it […]
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Want to Achieve Your Goals? Tell Others!

Goal Achieved! This fall, on Saturday, September 26, 2015, I completed my first 13.1 mile half-marathon, running the whole distance, without stopping or walking, in a time of 2.5 hours. My friends and family were amazed and happy for me. I felt proud of myself, as well as THANKFUL. How was I able to accomplish […]
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Visible Leadership

Leadership is more about who you are being than what you are doing. It starts with the recognition that everyone is a leader regardless of their role, title, age or experience. Leadership is about influencing and inspiring others. It begins with you and your attitudes. Then it flows to those coming along behind you, those […]
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If At First You Don’t Succeed…

This past year, I have been blessed to serve as a coach in our Transformational Leadership Program (TLP). Once again, I have experienced the fact that the teacher learns right alongside his or her students, and often learns even more. When our third class of TLP participants started the program June 1, 2014, the “finish […]
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Making the Most of Every Opportunity

Wow! The last time I wrote this blog was August 2014. It certainly doesn’t feel like five months ago. During that five-month span, work was accomplished, travels were completed, holidays were celebrated and goals were achieved. But 2014 is all a blur now and I am amazed to realize it is already the end of […]
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If You Want to Leave a (Positive) Legacy: Get Started Now

We just completed a 2,500 mile round trip to Houston to help our daughter Rachel relocate and begin her new career as a marketing assistant for a CPA firm. Angie and I are so proud of Rachel and happy to see her “moving off our payroll” and on to her own. Even so, we can’t […]
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To Get Better: Coach and Be Coached

When you look at our Transformational Leadership Program (TLP), which is now starting its third year, one of the first things you’ll notice is the extensive practice of coaching. All TLP participants are assigned a TLP coach from ConvergenceCoaching and an in-firm coach from their respective firms. That’s a serious emphasis on coaching! As a […]
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Go Deeper in Your Relationships – Starting Now

At the beginning of March, I attended the memorial service for Dave Morgan. I’ve know Dave for more than 10 years. I knew that he played college football at the University of Kansas. I knew that he was a math teacher at Cedarburg High School. I knew that he had a wonderful wife named Heidi […]
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Are You a Drainer or a Replenisher?

As we come to the end of the year, everyone gets caught up with the wonderful idea of a “new year” in which we can wipe the slate clean, start fresh and get (even more) serious about achieving the goals that eluded us in the “old year” that just ended. And just a few weeks […]
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Keep on Keeping On

I continue to be caught up with the aspiration of getting better, yet still find myself confused and discouraged by how hard it is to move from the “idea” to reality. As Paul wrote in his letter to the Romans, “I have the desire to do what is good but I cannot carry it out.” […]
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A Wedding and Funeral

At the beginning of September, I traveled with my family to Nebraska to celebrate our nephew Zach’s marriage to Tori. On arriving that Thursday evening, we were met with the sad news of the death of a long time family friend, Bud Oltman. So an unplanned Saturday morning funeral was added to a weekend already […]
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Change: Getting Restarted

In my last blog, I focused on the overwhelming and ever present reality of change, and our need to adapt and respond to it, not merely to survive, but to get better and thrive. Most of us exhibit avoidance, dislike and fear when it comes to facing change. I want to continue honestly exploring the […]
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Change: Getting Unstuck

Through life experience in various settings – whether in business, at church, or at home – I have observed that the most difficult challenge we face is change.  Whether it involves changing attitudes or behaviors, most of us don’t like it.  As shown below in Geoffrey Moore’s diagram on change management, over 80% of people […]
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To Live Better: Die a Little

To Live Better:  Die a Little In past blogs, I’ve written on challenging topics such as goal setting, people development, and succession planning, along with resolving conflict, starting an exercise program, and most recently being vulnerable. In each case, I’ve tried to explain “why” these topics matter in our lives, and have offered ideas on […]
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Do You Have The Courage To Be Vulnerable?

Do You Have The Courage To Be Vulnerable? Vulnerability is frequently shown last on any list of leadership attributes, not only alphabetically, but also because most of us believe it’s the least important trait of an effective leader. For many client service providers, rain makers and mentors, vulnerability is equated with weakness, to be shunned […]
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