Succession

Succession is EVERYWHERE – Even in a Disney Movie!

Earlier this summer, I thought I’d take a little break from all my spring travel by enjoying a Disney movie with my son. I thought I would get a reprieve from all the discussions around succession planning, current leaders struggling to let go and future leaders yearning to be empowered to drive new change in […]
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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 […]
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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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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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Three Realms of Leadership

With most firms experiencing the succession of one or more partners or senior leaders over the next ten plus years, developing leaders is a must to ensure the sustainability of your firm. According to the 2012 (and 2008) AICPA’ PCPS Succession Survey, the number one challenge hampering the firm’s succession strategy is that “Senior partners […]
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Relentless Recruiting

In this third blog in our series on recruiting, we are going to share best practices for staying on top of your recruiting efforts and tracking your results using an organized, systematic approach. We want you to develop a recruiting process that is ingrained in your firm and happens on a regular basis, even when […]
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Fellow Millennials: They Call Us Entitled, But Our Future IS In Our Hands

In my last post, I shared strategies for developing a culture that embraces and encourages upward feedback. Among the many benefits feedback provides, one is the insight that firm leaders gain about the hopes and dreams of their up-and-coming leaders. In that post, I encouraged people managers to regularly check in and ask questions of […]
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Finding Success in Recruiting Requires a Change in Philosophy

Public accounting is experiencing one of the toughest periods of staffing in our profession’s history, and we believe it is just beginning. 78 million Baby Boomers are planning to retire over the next 10 – 12 years while there are fewer than 50 million Gen Xer’s to succeed them. Millennial accountants (33 and younger – […]
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Put Me In, Coach! Grooming Your Future Leaders For The Major League

Happy March! The “new” year is moving quickly and spring brings a lot of great things: relief from an unusually bitter and prolonged winter, the home stretch of another busy season for our CPA firm clients and friends, the start of our traditional ConvergenceCoaching busy season, a renewed sense of urgency to achieve that beach-ready […]
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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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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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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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It’s All About People Again!

I’m writing this from the AICPA Practitioners Symposium and TECH+ Conference in Las Vegas. It’s day two and in all of the sessions, all of the discussions, the LOUDEST theme is PEOPLE! If you tune into the Twitter feed at #PSTech, you’ll see what I mean. Topics range from the shortage of experienced staff, the […]
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When Too Much Is Not Enough

I recently counseled a father (let’s call him Mike) who had built a successful small business over a period of several years. He hired his unemployed son, (let’s call him Jerry) because of the strained economy and made him a manager. Recently Mike decided to retire. Sometime after retiring, Mike discovered that the business was […]
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Having It All Isn’t Just a Women’s Initiative

Having It All Isn’t Just a Women’s Initiative I have the privilege of speaking at women’s conferences and working with firms whose leadership teams are committed to further the opportunities for women in the profession. Being a woman, I appreciate the ideas, programs and empathy for women professionals as we balance fulfilling on both personal […]
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Let’s Stop Paying Lip Service to People Development

Yesterday, I had three conversations with leaders of firms in completely different geographies and of a variety of sizes  about slightly different yet completely related topics:  a lack of traction in a mentoring program, an inability to get engagement reviews completed by both staff and managers and concerns that a partner group didn’t have enough […]
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Leadership Spotlight: Alan Hawrylak, CPA, Managing Partner, Hartman Leito & Bolt

Leadership Spotlight: Alan Hawrylak, CPA, Managing Partner, Hartman Leito & Bolt In this month’s Leadership Spotlight, we would like to introduce you to Alan Hawrylak.  Alan has been a friend of ConvergenceCoaching for many years, and in that time we have had the opportunity to witness him step into the role of Managing Partner and […]
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In With the New (Not Out With the Old)

In With the New (Not Out With the Old) There’s something eerie about the sound of wind high in the trees, shaking the last crackling leaves to the ground, mingled with the remaining bird calls, cricket chirps, and wind chimes of summer.  I am struck with the dichotomy of this relationship: the departure of one […]
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Reluctant Leadership?

Reluctant Leadership? Partners often tell me that one of their number one succession concerns is wondering who will ascend to partner.  The perception is that “there is no one interested in becoming a partner these days.”  Yet, when I talk to managers and senior managers (and even staff!), they are interested, but they don’t really […]
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