Governance/Decision Making

A Problem Solving Approach to Making Decisions

Choosing which job offer to take. Deciding to sell your home. Identifying the best candidate for the position. Giving critical feedback to a team member or client. Identifying which initiative to front burner and which to back burner. These and more are decisions that we face every day and often can leave us stressed or […]
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Monkey Mind: Taming the Chatter

Have you ever searched everywhere for your glasses and found them on top of your head? Or driven somewhere and not be able to remember the exact route you took to get there, or worse, ended up somewhere different than where you planned? Do you find yourself changing topics frequently in a conversation and then […]
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Is Your Firm Leaving Potential Leadership Successors Behind?

Firms around the country are struggling to recruit and retain experienced professionals to serve their clients. Partners are nearing retirement, and many don’t have clear successors in place to ensure their firms keep running. Given the need for talent, we should leave no stone unturned in our quest to identify our next generation of leaders. […]
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What Grade Would Your Clients Earn?

The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is that […]
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The Attack on Profitability

The theme of INSIDE Public Accounting’s 2016 Benchmark Report is, “Steady as she goes, but watch the horizon.” Firms are experiencing good times again with an average of 6.1% organic growth and 30.2% net income for all firms nationally, according to IPA. The caveat is that we’re in one of the tightest labor shortages we’ve […]
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What Are Your Business Model Deal-Breakers? Six Non-Negotiables to Consider

There’s a lot of talk these days about the need for a new public accounting business model. In fact, we’re spending a lot of time ourselves driving change to many fundamental business model elements including pushing for not-to-exceed pricing, unlimited paid time off and uber-flexibility, and turning over the reins to younger leaders earlier. And […]
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Progress to an Anytime, Anywhere Work™ Policy; and Reap the Benefits

In June 2015, we launched our 2015 Anytime, Anywhere survey to collect information about the adoption of flexible work initiatives within public accounting firms. In this last installment on our survey analysis, we’d like to share what we learned from the 155 survey participants about the flexible work program documentation and communication processes in their […]
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Getting the Most Out of Your AnyWHERE Work Programs

More Results from Our 2015 Anytime, Anywhere Survey Earlier this year, we launched a survey to collect information about the adoption of flexible work practices within public accounting firms. In this blog in our Anytime, Anywhere Work series we focus on “place” — where employees are working – and we are encouraged to see some […]
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Sage Advice Regarding Anytime, Anywhere Work™ – Just Do It!

This spring, we conducted our 2015 ConvergenceCoaching, LLC Anytime, Anywhere Work Survey and published the “big picture” results in our August 26th blog. In our anytime, anywhere work blog series, we’ve been exploring the feedback from the respondents with the hope that you’ll identify ideas you can implement to further (or begin) your firm’s anytime, […]
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Technology Makes Flexibility Work

More Results from our 2015 Anytime, Anywhere Survey This spring we launched our 2015 Anytime, Anywhere Work Survey to learn more about the adoption of flexible work programs inside CPA firms. We asked a number of new questions this year to learn more about how firms are successfully using technology to support their anytime, anywhere […]
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How Does Your Firm Measure Success?

More Results from our 2015 Anytime, Anywhere Survey We are enormous proponents of anytime, anywhere work programs. This past spring, we conducted our 2015 Anytime, Anywhere Work Survey and began publishing the results in an ongoing blog series (read the “big picture” results here and the benefits firms are realizing with flex here). In the […]
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Transition is All Around Us

Here in Nebraska, it’s easy to see the signs of summer transitioning into fall. It’s a wonderful time of year filled with many sunny crisp days and red, orange and yellow foliage. This time of year signals the transition toward the holidays and the time to usher in a new year is right around the […]
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Why Offer Anytime, Anywhere Work™?

This spring, we conducted our 2015 ConvergenceCoaching, LLC Anytime, Anywhere Work Survey and published the “big picture” results in our August 26th blog. In the survey, we asked firms to share the positive and negative results they experienced as a result of their flexible work programs. In this week’s post, we’ll explore the valuable insights […]
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Our 2015 Anytime, Anywhere Survey Results Are In!

Firms Continue To Migrate AWAY From Time and Place. In early June, we launched our 2015 Anytime, Anywhere Work Survey to collect information about the adoption of flexible work initiatives within public accounting firms. We asked firms to submit only one response per firm and were amazed to see a 57% increase in participation this […]
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What Does Your Firm Expect From Your Anytime, Anywhere Work™ Programs?

In our spring survey on the adoption of flexible work initiatives within public accounting firms, only 47% of respondents indicated that they have a written policy in place for their anytime, anywhere work programs. When we asked for advice that firms with flex programs had for others, or lessons they’d learned, 27 firm respondents related […]
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Is Your Firm Leaving Potential Leadership Successors Behind?

Firms around the country are struggling to recruit and retain experienced professionals to serve their clients. Partners are nearing retirement and many don’t have clear successors in place to ensure their firms keep running. Given the need for talent, we should leave no stone unturned in our quest to identify our next generation of leaders. […]
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Why Do You Care Where I Work? Six Reasons to Go Virtual

If you’ve followed the posts in our Anytime, Anywhere Work (ATAWW) blog miniseries, you’ve read the summarized results from our survey, the benefits firms experience from ATAWW, the performance measures firms are using and the wisdom and advice shared by our respondents. In this post, we’ll share the top reasons why firms must adopt a […]
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Last Night’s Game: Tackling Succession Head-on

If you didn’t watch last night’s College Football Playoff National Championship game, you’re probably not aware of the Ohio State Buckeyes and the unique story of their quarterback, Cardale Jones. Jones started the season as a third-string player, only to find himself as the starting quarterback at the national championship game, up against the Oregon […]
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Anytime, Anywhere Work™: The Wisdom and Best Practices of Others

“What one piece of advice would you give other firms planning to offer any form of anytime, anywhere work program?”   That’s the final question we asked in our spring survey on the adoption of flexible work initiatives within public accounting firms. And, in this fourth blog in a six part series, we’ll explore the […]
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Anytime, Anywhere Work™: Measuring Something Other Than Time

This is the third installment of our blog series on the results of our survey on the adoption of flexible work initiatives within public accounting firms. We heard from 99 distinct firms and, in two prior blogs, we’ve shared the Survey Results and the Benefits of Anytime, Anywhere Work. In this post, we’ll explore respondent […]
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