8 steps in cpa mentoring

to develop and nurture talent: it’s more than just lunch.

molly sargent
sargent

unfortunately, even the best-intentioned mentoring initiatives can easily fizzle in the early stages, before delivering value to the participants and the organization at large, according to molly sargent of rowayton, conn.-based professional impressions consulting.

sargent has trained and coached thousands of financial professionals and client-facing executives in professional image, presentation skills, business etiquette and sales effectiveness. since 1985, she has helped major accounting firms and fortune 500 companies, including aetna, american express, at&t, citibank, goldman sachs, jpmorgan, key bank, mastercard, pricewaterhousecoopers and prudential achieve breakthrough results.

with so much to gain, how can your firm initiate mentoring in a way that is successful and sustainable? read more →

new survey says: keeping good talent a global issue

like a bead of pearls: when one leaves, a lot follow. join the survey. get the results.

in the 2014 卡塔尔世界杯常规比赛时间 talent management survey we’ve been asking accountants to identify their primary business objective and the most critical factor needed to achieve it.

good staff, many said. perhaps not surprisingly. but we’ve been bowled over by how widespread and universal the sentiment is. read more →

survey: top 10 ways firms tutor top talent

screen shot 2014-05-21 at 12.52.39 am

no. 1 method: ‘give them challenging assignments.”

by 卡塔尔世界杯常规比赛时间 research

it may sound harsh to the uninitiated, but the most common way for firms to turn talented staffers into future managers and leaders is to make their lives a little more difficult, according to a new 卡塔尔世界杯常规比赛时间 multi-year study.

the questionnaire for “talent strategies: how to identify and develop professionals for management and leadership responsibilities” remains online and open as 卡塔尔世界杯常规比赛时间 continues to collect data and refine its analysis.  read more →

cpa talent: how to identify future leaders early

screen shot 2014-05-20 at 6.58.19 amwho gets promoted and why in accounting: join the survey; get the answers.

by 卡塔尔世界杯常规比赛时间 research

tax, accounting and finance professionals don’t agree on everything. but they do seem to agree on the key traits needed to succeed in the profession, according to a new 卡塔尔世界杯常规比赛时间 multi-year study.

the questionnaire for “talent strategies: how to identify and develop professionals for management and leadership responsibilities” remains online and open as 卡塔尔世界杯常规比赛时间 continues to collect data and refine its analysis.  read more →

how to spot top talent

what’s partner material at your firm?
click here to join the survey; get the results.

the 卡塔尔世界杯常规比赛时间 top talent survey 2012
the 卡塔尔世界杯常规比赛时间 top talent survey 2012

by rick telberg
卡塔尔世界杯常规比赛时间

early returns from the new 卡塔尔世界杯常规比赛时间 survey into identifying and managing high-potential professionals suggests that, beyond ability, firms are more intent than ever on finding well-rounded individuals capable of taking initiative and developing new business.

above is a word picture of some of the verbatim responses we’re capturing. what are the traits you look for in new hires? here are a few of the more interesting answers: read more →

ed guttenplan, w&g: every staffer gets a coach

strategy 2012: management development.

what are your critical challenges for 2012, and what can do you about them? a number of the profession’s leading lights have been sharing their thoughts with accounting today. here’s one:

ed guttenplan
wilkin & guttenplan

we see the top challenges as being leadership development and building your “bench,” and practice growth profitability. also, remaining efficient in light of new standards and, of course, preparing for the future.

read more →

dave sibits, cbiz: five new niches

strategy 2012: leadership, pricing, competition

what are your critical challenges for 2012, and what can do you about them? a number of the profession’s leading lights have been sharing their thoughts with accounting today. here’s one:

dave sibits
cbiz financial services

accounting firms are facing: 

  1. an aging of leadership at the partner level.
  2. second, firms are facing a continued erosion of pricing in service areas, which is mostly a result of a challenging business and economic climate.
  3. the last concern is the competition for the best and brightest talent, especially among top firms seeking to add specialty expertise or employees to groom for the future. read more →

larry autry, wp: looking to acquire a practice group

strategy 2012: succession solutions

what are your critical challenges for 2012, and what can do you about them? a number of the profession’s leading lights have been sharing their thoughts with accounting today. here’s one:

larry g. autrey
whitley penn

the aging of partner ranks. older partners want to continue when they’re in good health, while younger staff sees that as preventing their career progression.

read more →

charles postal, sp&co.: investing in people and mergers

strategy 2012: battling for market share

what are your critical challenges for 2012, and what can do you about them? a number of the profession’s leading lights have been sharing their thoughts with accounting today. here’s one:

charles postal
santos postal & co.

we see a shrinking market share of small and medium-sized businesses with the need for premium accounting services caused by increased competition from larger firms with greater resources.

read more →

bill hagaman, withum: metrics for partners

strategy 2012: talent, pricing, accountability

what are your critical challenges for 2012, and what can do you about them? a number of the profession’s leading lights have been sharing their thoughts with accounting today. here’s one:

bill hagaman
withumsmith+brown

we see the top challenges as retaining talent, pricing and partner accountability. we’ve worked hard at creating a culture that our professionals want to work in.

read all the 2012 strategies:

this starts with our philosophy that no jerks are allowed at any level and while we will work with partners and staff to mentor them regarding the proper behavior in the office we will not tolerate any unprofessional conduct toward our staff. read more →