leadership

okorie ramsey: diversity’s about building bigger tables | accounting influencers

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“…not just filling seats.”
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accounting influencers
with rob brown

as past chair of aicpa and cima, okorie ramsey represented nearly 700,000 members worldwide. but in his view, leadership isn’t about wielding power—it’s about partnership, innovation, and service to the public.

in a wide-ranging conversation on the accounting influencers podcast, ramsey reflects on his tenure, the profession’s most significant challenges, and what excites him most about the future.

“it’s a huge role,” ramsey says, “but it’s also a wonderful opportunity.”
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john fenton: unlock leadership gold | accounting influencers

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sought-after coach shares key philosophy and four daily rituals for effective leadership.

sponsored by “max: maximize productivity, profitability and client retention” by august j. aquila  – see today’s special offer

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accounting influencers
with rob brown

leadership is a journey that starts within.

in the latest episode of accounting influencers, john fenton, a former managing partner at bdo usa and a seasoned leadership consultant, discusses what it truly takes to lead in today’s complex professional environment. known as the “ceo sensei,” fenton brings a unique blend of corporate leadership, athletic experience, and martial arts mastery to his philosophy on leadership.

fenton’s insights go far beyond traditional management techniques, diving into the inner game of leadership, mindset, and self-awareness. as he puts it, “everything starts with you as a leader—the mindset you convey shapes your team.”

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sarah elliott: conscious coaching secures independence | gear up for growth

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leaders must empower others, share leadership, and foster an inclusive culture to ensure long-term success.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a rapidly evolving profession where mergers, acquisitions, and private equity investments dominate headlines, many cpa firms face a critical choice: sell, merge, or remain independent. for firms determined to chart their own course, leadership is the key to survival and success.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

sarah elliott, co-founder and principal of intend2lead llc, joins jean caragher on the “gear up for growth” podcast to discuss how conscious leadership can help cpa firms maintain independence, foster innovation, and develop future leaders. her insights underscore a fundamental shift in leadership—one that requires vision, empowerment, and adaptability.

according to elliott, firms that want to remain independent need to cultivate three critical leadership qualities:

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jason blumer: serving your team is the ultimate leadership strategy | gear up for growth

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discover why intentionality and clarity are key traits for successful leaders.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

leadership in accounting firms requires a shift from technical expertise to guiding and empowering teams. jason blumer, founder and ceo of blumer cpas, discusses the journey of embracing leadership roles, overcoming self-doubt, and fostering a service-oriented mindset on gear up for growth,

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

blumer is no stranger to innovation and leadership. recognized as one of accounting today’s 100 most influential people in accounting and a cpa practice advisor. with over two decades of experience leading a thriving cpa firm and coaching accounting entrepreneurs, blumer’s expertise is a beacon for those navigating the challenges of leadership in today’s fast-paced industry.

“effective leadership involves creating future leaders and tackling difficult conversations head-on,” blumer says. “it’s about fostering a culture of accountability and trust while confronting the discomfort that often accompanies leadership responsibilities.” 

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carla mccall: find your authentic leadership style | gear up for growth

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“just having a title or a position doesn’t make you a leader. you have to earn the trust and respect of the team that you’re leading.”
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in the latest episode of gear up for growth, carla mccall, cpa, cgma, managing partner of aaf cpas, and chair of the aicpa, shares valuable insights into leadership transitions within cpa firms. as the industry faces a generational shift—with 75% of current cpas expected to retire in the next 15 years—mccall’s experience highlights the importance of planning for the next wave of firm leadership.
gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here
coming next week mitch reno: client experience advantage goes to small firms, with mitch reno, director of client experience at rehmann
mccall recounts her journey, beginning when she joined aaf in 1995, becoming a partner in 2003 and eventually a co-managing partner in 2011. she emphasizes the importance of having a firm-wide succession mindset, where every leader is responsible for mentoring and developing their potential successor. one key factor in aaf’s smooth transition was a structured managing partner in training program designed to prepare future leaders for the complexities of running a cpa firm.

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leadership for the future: stakeholders, sustainability, and strategic vision | accounting arc

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leadership beyond control means empowering others to succeed and, of course, eating last.

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accounting arc
with byron patrick and donny shimamoto.
center for accounting transformation

the latest episode of accounting arc offers a candid discussion on leadership with byron patrick, ceo and founder of verifyiq, and vice president of client success at the b3 method institute.

more accounting arc: in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

alongside host donny shimamoto, founder of intraprisetechknowlogies and the center for accounting transformation, patrick challenges traditional notions of leading a company.  read more →

scott scarano: first, grow people. then firm growth can follow

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we need the machines to do as much of this as we can.

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the disruptors
with liz farr

when scott scarano lost a few good people at his firm, he had an epiphany that he needed to change things. instead of continuing to grow for the sake of growth, he overhauled his management approach.

more podcasts and videos:  peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go  | accounting nerds, unlock your super powers  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

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“and things are better now at the firm, because we’re not focused on growth,” but instead on “growing everybody,” including himself, scarano said. by building better habits and finding better ways to do things, his team is growing its bottom line, and a few of the people who left earlier have now returned. “that’s the growth i like to see.” read more →

megan genest tarnow: hire for curiosity rather than compliance

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flip the org chart and put staff at the top.

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the disruptors
with liz farr
for 卡塔尔世界杯常规比赛时间

megan genest tarnow is well-known in accounting circles as the go-to expert in using quickbooks for the fund accounting required by nonprofit entities.  

more: clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go  | accounting nerds, unlock your super powers  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

many of the best accountants she knows have come from non-traditional backgrounds like dance or philosophy. megan herself worked in theater for several years before she was thrust into a finance role. like her, these non-traditional accountants apply their native curiosity to understand how the pieces fit together. by leaning into the work and asking questions, they uncover an unknown aptitude for accounting, suggesting that perhaps we should hire for curiosity rather than compliance knowledge.  

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five ways to put success into succession planning

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a robust mentoring program can be critical.

three climbers helping each other up a hill

by bill penczak

legendary general electric ceo jack welch is reported to have lamented the choice he’d made in his successor, choosing someone based on their personality and ability to navigate the politics of the position instead of someone who could successfully lead the company into a brighter future. welch was correct. today, ge is a shell of its former self because of its leadership choice.

more: o.d. lanier: stepping into advisory | secret to success? a growth and abundance mindset | future firm growth requires a mindshift |the great resignation: five reasons accountants are quitting | five global cpa leaders: four survival strategies | planning for success in 2021 | do you have the guts to beat the covid crisis?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

welch’s one gaping failure as an otherwise stellar executive started me thinking about the current state of baby boomer-led and owned cpa firms, and how many of them are likely to commit the succession errors of ge. or worse, do nothing at all in terms of creating and sustaining a cpa firm into its next iteration.

as firms are giddy with the prospect of a new year and with covid in our rear-view mirrors, here are five considerations for generational succession of a middle market firm:

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secret to success? a growth and abundance mindset

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transformation talks: mike maksymiw, cpa, cgma, says the secret to success and transformation in accounting is to be willing to learn, believe there’s enough work for everyone…and allow yourself to be vulnerable.

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transformation talks
with bill penczak
center for accounting transformation

center for accounting transformation
center for accounting transformation

after 16 years of working in firms, mike maksymiw, cpa, cgma, was done.

he went to his employer with his concerns about wanting to do something else. instead of encouragement to pursue another area in the firm, he was persuaded to remain on the partner track he was on. maksymiw decided he’d rather move on.

more on aprio: why tax work yearns to be free | the fintechflood: accounting will never be the same | top issues for 2022: talent, time and transformation | what’s in a (firm) name?

more: five lead generation mistakes to avoid | five post-tax season growth ideas | five better ways to say no | are you solving your clients’ problems? | five ways to grow: talent new service lines | business development and sales aren’t scary
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“i didn’t have anywhere to go when i left. i just knew i needed to go,” he said. “so, after, you know, a couple pandemic busy seasons, learning about the cares act, being a national leader at the firm at that, like i was toast. so, my family and i just went to hawaii stayed there for two weeks.”

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6 focuses for managing partners

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businessman giving instructions to his colleaguesplus 37 specific traits for evaluation.

by august j. aquila
what makes a great partnership

according to marc rosenberg, managing partners should focus on the following six areas*:

more on great partnerships: 13 points of a good compensation plan | how mps can make a real difference | 5 reasons that leaders fail | 11 things all partners must do | why partners need written goals | the 6-step plan for transitioning clients | fighting restraining forces | chemistry and mutual respect matter | great cpa firm partnerships begin with trust | the 4 best ways to use pre-retirement partners | work together better in 11 steps | drop politics, be accountable | what makes a successful strategic plan?
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  • leadership
  • profitability
  • strategic planning
  • team building
  • learning/training
  • asset protection

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common leadership traps

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businessman writing on paperand how the author led his own firm.

by domenick j. esposito
8 steps to great

being a cpa firm leader requires you to “walk the talk,” make tough decisions and avoid common traps or errors that are attributable to a failure of providing persistent and consistent leadership.

more on strategic planning: leadership must be persistent and consistent | time running out for succession planning | the benefits of a client situation review | capital markets 101 | how to implement industry practice groups | 6 measures of partner performance | is your pyramid upside down?
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in addition to “walking the talk” personally, a ceo must drive action and change.
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10 winning traits of accounting firm leaders

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businesswoman sitting in front of business meetingbonus: 3 partners talk about what they learned on the way up.

by marc rosenberg
on staffing

let’s examine the look and feel of leadership at cpa firms.

more on staffing: what staff mentoring is and isn’t | staff need meaningful recognition | the importance of great bosses | do flexible hours help or hurt us? | why flexibility for staff works (and how) | the 12 reasons your staff hates your firm | 8 keys to keeping staff engaged | how to create a talent management strategy | what happened to the relevancy of the cpa profession? | staffing: what cpa firms are learning the hard way
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i’m probably the millionth person to form a list of important leadership qualities, but i want to share what i have learned from working with cpa firms for over 20 years.
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