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May 22 2014

How High-Functioning is Your Firm?

2014-05-22T13:09:59-05:00May 22nd, 2014|Communication, Governance/Decision Making, Leadership, Personal Development|

I have the privilege of working with CPA firms of various sizes, cultures and geographies. While there is incredible diversity in the firms we serve, there are also a lot of similarities, especially related to challenges. Every once in a while, though, we encounter firms that seem to function at a higher level than the [...]

May 15 2014

Leadership Spotlight: Linda Graham, PHR, Human Resources Director

2019-10-29T10:55:53-05:00May 15th, 2014|Leadership|

Linda Graham has been with Anderson ZurMuehlen, a Montana firm with offices in Billings, Bozeman, Butte, Great Falls, Helena and Missoula for 33 years. As the firm expanded, so did Linda’s responsibilities! When the firm surpassed 100 employees across 5 office locations, she was appointed to the role of HR Director. Linda describes herself as [...]

May 7 2014

Re-Entry: Creating a Soft Landing

2014-05-07T15:17:47-05:00May 7th, 2014|Personal Development|

In the last couple of months, I have been working with several new clients who are re-entering the workplace after having been laid off. Most are near retirement age and some were released just before they could receive the maximum benefits. Many of these layoffs happened as companies merged or down-sized in order to deal [...]

Apr 30 2014

Go Deeper in Your Relationships – Starting Now

2014-04-30T13:48:45-05:00April 30th, 2014|Leadership, Personal Development|

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 [...]

Apr 23 2014

Marketing Versus Selling Versus Business Development

2014-04-23T12:55:57-05:00April 23rd, 2014|Marketing, Sales|

In public accounting, we often use “mixed” terms when describing marketing and selling activities and now the combination of marketing and sales activities is referred to as “business development.” The challenge is that these terms are used interchangeably; often causing confusion and disappointment because they are not defined properly. This causes firm leaders – and [...]

Apr 16 2014

Leadership Spotlight: Janine Zirrith, AAAPM, Firm Administrator

2019-10-29T10:56:10-05:00April 16th, 2014|Communication, HR/Organizational Development, Leadership|

As Firm Administrator of Wilkin & Guttenplan, P.C., Janine manages the day-to-day operations of the firm. In doing so, Janine is committed to maintaining the firm's culture and supporting team members at all levels. Janine’s duties are varied, including implementing the decisions made by the firm's management, coordinating the responsibilities and activities of the accounting [...]

Apr 9 2014

Capture Your Meetings with Recaps

2014-04-09T14:56:27-05:00April 9th, 2014|Communication, Leadership|

Imagine this scenario. You hold a meeting to plan the next 3 months of an important project. You hash out some great discussion, make decisions on important factors and divvy up tasks and responsibilities to various people on the team. One week later, your team is scrambling to meet a particular deadline for the project [...]

Apr 4 2014

Spring Is Here: Start Fresh

2014-04-04T07:04:42-05:00April 4th, 2014|Leadership, Personal Development|

“I want every day to be a fresh start on expanding what is possible.” ― Oprah Winfrey Spring is here, although admittedly, the weather in Nebraska doesn’t much feel like it. Even so, this is the time of year when we begin to think of cleaning up our yards, flower beds, sweeping out our garages, [...]

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