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June 30, 2021

Are Your Processes Just Beachy?

Sitting on the balcony of an 18th-floor condo overlooking the beach, it’s a great time to reflect, recharge and THINK. We are on our annual Havens Beach Retreat with almost 40 family members including kids and grandkids. Mom and Pop Joe are the headliners and run the nightly domino games. What a blessing with a mixture of fun and chaos!

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Topics: Anticipatory, Forward Thinking

June 16, 2021

Can We See the Light?

Opening our condo door in Oxford, MS (home of my Ole Miss Rebels), I hear this fluttering noise and quickly look around. What is that? Quiet now. It’s about 9 p.m., dark, and I have had a long day on the lake fishing so I’m really excited about getting upstairs and hitting the bed early.    

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Topics: Anticipatory, Vision, Forward Thinking

May 26, 2021

The Biggest Non-Event in Our Firm’s History

There’s an old saying, “When you see a turtle on top of a fence post, chances are he did not get there on his own.” In my case, truer words have never been spoken.

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Topics: Perspective, Wise Firm, Forward Thinking

April 14, 2021

What Are We Dressing For?

My mother-in-law, Happy, loves to come over and visit in the late afternoons and sit by the fireplace outside, weather permitting. She can be quite funny and we so enjoy her visits. This afternoon she is really on a roll and sharing story after story.

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Topics: Forward Thinking, Future View, Leadership, Growth Mindset

March 17, 2021

Efficiency Can Destroy Effectiveness

As I listen to the team go over the new plan on process improvement, I’ve heard the word “efficient” several times. It’s obvious that we have certainly made an old manual process more automated and more efficient. Efficiency is not a bad thing — unless we let it destroy being effective. First, let me own that this is a pet peeve of mine. Being efficient is NOT the same as being effective.

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Topics: Focus, Forward Thinking, Leadership

March 03, 2021

Dead Weight Slows Us Down

One morning, I was fishing in the front of my boat on Ross Barnett Reservoir in Mississippi. I had an odd feeling that morning that things weren't just right; however, I wasn't able to put my finger on it. I became engrossed in a conversation with another fisherman about our LiveScopes. When I turned around to grab another color bait, I saw that my boat was full of water! I was literally on the verge of sinking.

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Topics: Anticipatory, Forward Thinking, transformation

July 22, 2020

Are You Eager to Seize New Opportunities?

“I would take a 7:30 a.m. hair appointment. I mean it, I would not hesitate.” I listen in shock as I look into CeCe’s eyes to make sure I heard her correctly. This one statement says so much about how eager we are to get our lives back. CeCe hates to get up early! However, after weeks of sheltering at home, she will do just about anything for some semblance of normalcy.

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Topics: Anticipatory, Opportunity, Forward Thinking

July 01, 2020

I Knew You Could Do It!

I can hear CeCe in the gym upstairs as she’s obviously in the middle of her daily iPad workout. Since the shelter in place orders took effect, CeCe has religiously worked out with these online routines. Today, I heard something that stopped me in my tracks.

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Topics: Forward Thinking, Digital Transformation

April 01, 2020

A Sign of Panic

Entering the restroom, my eyes are immediately locked on this image and I can’t stop staring at it. This visual is cemented in my mind, and I walk out of the restroom with a new realization: we are officially in panic mode. It is showing up in different ways, but it is showing up in everything we are doing and experiencing.

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Topics: Anticipatory, Forward Thinking, Leadership, COVID-19

November 13, 2019

Will Our Present Business Model Survive Exponential Change by New Competitors?

For the last few weeks, we have been discussing the technology-fueled disruption headed our way as part of the blog series, 5 Questions that Might Make Us #beEvenBetter. The rapid and radical transformation from this gathering storm inspired me to seek advice from some of the top leaders in our profession and, in the process, develop a routine of considering key questions regarding the future I’m charged with leading.

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Topics: Anticipatory, Forward Thinking

October 23, 2019

Being a Day 1 Firm, Every Day

Jeff Bezos and Amazon have been extremely successful in driving disruption in numerous markets. He has defined the key to that success as being a “Day 1” company — not resting on present or past success but treating each day as Day 1. This is exactly the concept we need as a partner mindset throughout our profession.

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Topics: Forward Thinking, Leadership

October 16, 2019

Does Our Pricing Reflect the Impact or Worth of Our Services and Advice?

A few weeks ago, we kicked off the blog series 5 Questions that Might Make Us #beEvenBetter to address the challenges facing accounting firms today. A supercell of technology-fueled disruption is headed our way, and we must figure out how to plot safe passage through what promises to be rapid and radical transformation. 

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Topics: Anticipatory, Forward Thinking

October 02, 2019

Confessions of a Hoarder

CeCe and I are unloading several packages into our closet fresh off one of my two trips a year shopping for new clothes. I hate to shop, but I do like having new things.

Just as I set the packages down, CeCe looks at my side of the closet and says, “You’re going to have to get rid of some things! Some of this is stained, you never wear this, and that doesn’t fit. Do you want me to go through it for you?” “Heck no, I will do it, I promise.” If CeCe went through it, I wouldn’t have a stitch left!

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Topics: Forward Thinking, Leadership

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