October 30, 2019

I’m an Accountant, Not a…

It’s raining on Saturday afternoon and I’m really in the mood to do nothing. I’m okay with that as we all need these moments to recharge. Flipping through the channels, I pause on a bass tournament for about ten minutes but start scanning again. There’s nothing on that is drawing my interest.

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Topics: People Development, Anticipatory, Growth Mindset

September 04, 2019

Number Crunchers

“Oh, a meeting with a bunch of number crunchers,” is ringing in my ears as I look into the eyes of this complete stranger who has taken the liberty of labeling our profession.

It’s the AICPA Major Firms Group meeting in Laguna Niguel, California, and we had just finished our afternoon session and I was briskly walking back to my room when I bumped into this beautiful family in the hallway.

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Topics: Growth, People Development, Anticipatory, Leadership

June 05, 2019

Oversharing Is Caring

In a recent collaboration meeting with several leaders from numerous organizations and firms, one of them commented, “I think I may have overshared.”  Actually, her thoughts, insights and feelings were exactly what we needed to hear. She had been very vulnerable with us and her comments were both relevant and insightful. After her comment, the word "overshared" kept ringing in my ears. Why did I love this term so much?

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Topics: Communication, Compassion, People Development, Leadership

April 10, 2019

Golf Again? Please No!

In golf, your ability to play the “short game” is the quickest way to lower your score. You cannot shoot low scores in golf if you can’t chip and putt. Obviously, the pros spend hours refining this aspect of the game. And guess what skills go the quickest if you don’t play regularly? For me at least, it’s chipping and putting. This has never been more evident to me than last month ─ my once a year golf outing at Sage Valley. This year, I shot the worst score of my golfing career (108). That fantastic little score included triple bogeys on four holes. It was ugly, really ugly.

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Topics: People Development, Life-Long Learning, Anticipatory, Client Service, Leadership

March 20, 2019

What Matters Most Right Now?

I’m amazed by how easily I can become consumed with things that aren’t the main focus. I might have a presentation to prepare for, yet I will check Twitter or LinkedIn instead. What matters most  connecting on social media or focusing on giving my best in the presentation? Another example is when my grandchild wants to play at the playground 30 minutes longer than I had planned. What really matters most  my plan or extra time with this precious child?

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Topics: Focus, People Development, Leadership

January 23, 2019

Ripping Down the Curtain on People Development

As Barry Melancon, CEO of AICPA, brought up the slide at the Major Firms Group meeting in Naples this January, I knew my simple strategy of “pulling back the curtain” was over as Barry had just ripped the whole curtain down for the entire profession to see. LEARN, UNLEARN, RELEARN was center in his message and vision that our profession must retool itself and embrace a continuous learning culture. 

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Topics: People Development, Anticipatory

November 07, 2018

Do You Want to Be Average or Outstanding?

The truth is, it’s easy to be average. To be outstanding, however, calls for risks. It means not letting our comfort zones or fears of mistakes, perceptions and the unknown keep us from reaching our full potential. 

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Topics: Empowered People, People Development, Leadership

October 03, 2018

Leadership Starts From Within

First and foremost, we must learn to lead ourselves. It starts with understanding who we are. Do we know ourselves very well? Seems like a crazy question, but it is the starting point for leadership, fulfillment and success. What are our values? What decisions did we make that brought us to this point?

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Topics: Empowered People, People Development, Leadership

September 26, 2018

Role-Playing Creates an Experienced Mindset

Recently, I surprised a team member by requesting that we role-play a difficult situation I had to address the following week. “Joey, why do you want to role-play this? As Executive Partner with tons of experience, why are you wasting time role-playing this discussion?” he asked. Great questions that brought to light how often we don’t gain the benefits of role-playing. 

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Topics: People Development, Anticipatory, Preparation, Proactively Guiding, Leadership

June 27, 2018

Splinters and Frogs Are Good Things

Andy Taggart shared this great story a few weeks ago on Twitter. As I read and reflected on it, it became crystal clear that this is the same collaboration needed in our firms and companies. More Baby Boomers and Gen X sharing their knowledge and experience while working directly with our youngest generation of team members. The fastest leadership development and the best way to close the succession gap is by being “in the room” or “in the meeting.”  

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Topics: People Development, Leadership

May 02, 2018

Practice Makes a Star

I often hear team members refer to a star performer as having the “IT” factor or expressing the desire to be personally known for excellence. What stands between us and excellence or being one of the star players is DELIBERATE PRACTICE.

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Topics: Growth, People Development

April 18, 2018

ENOUGH with the FCC!

When we were growing up, if Mike, Mitzi and I were constantly arguing or fighting, Mom would patiently warn us several times to stop. If we continued to be rowdy, she would finally step back in the room and say, “I’ve had ENOUGH!” which we knew meant our future was not real bright and our backsides were now in jeopardy. As a profession, we need a wake-up call of our own about the disruption and speed of change we are facing. So, today, we will use the term ENOUGH just as Mom did. 

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Topics: Empowered People, People Development, Anticipatory, Leadership

July 26, 2017

The Emotional Journey of Creating Anything Great

A few months ago at HORNE’s State of the Firm, we discovered together that most of us are swimming, wading, tiptoeing or running through the swamp of despair since we took a new direction in response to the transformation we see around us. We reviewed this insightful graphic, “The Emotional Journey of Creating Anything Great,” and each of us identified where we were on our journey. It was not pretty, big change never is.

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Topics: Growth, People Development, Leadership

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