Ready, set and go!  Creating a collaborative work environment using technology in a multi-office environment first starts with asking “what’s possible” and then using an innovative process to work out the details.  Do you have an innovation process?  Is it effective?  While preparing for an Academy facilitation with Project Development Services, we asked “what’s possible”…

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Recently a very dear and smart friend, Dr. Chris Mason (Chairman of Mindshop), introduced me to the book, “Mindset: The New Psychology of Success,” by Carol S. Dweck, Ph.D. The book is about fixed and growth mindsets and gives examples of each through stories about people with which you would immediately connect and recognize. Some…

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PDSI is focused on developing the business skills of its next generation of leaders and is comprised of both client-facing and infrastructure leaders. Each quarter, a different topic is covered based on the company’s needs. Examples include developing a cohesive approach to problem-solving and strategy implementation, coaching skills, change success, and planning. Participants learn by…

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I recently led a workshop for practice administrators and managers in the CPA industry. The content, however, is applicable to business leaders in any industry who want to influence the direction of their companies and help build sustainable organizations. While many organizations already have a published set of core values and/or a stated core purpose,…

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Earlier this past January, CPA firm managing partners got together in San Diego to focus on growth trends in the industry.  This group has been together a long time as members of a top CPA firm industry association – The Leading Edge Alliance.  These members recognize their clients’ needs are constantly changing, so it’s only…

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The Atlanta Chapter of CPA FMA got together in May to learn new skills to manage change.  Firm administrators are constantly challenged with overseeing multiple projects and initiatives.  Sometimes the initiatives they thought had been resolved reappear, signaling more analysis and discussion is necessary.  As Sue shared while conducting this workshop, many times an initiative…

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Changing the way we attract and retain customers and clients is a top concern for business leaders.With the rise of technology and the speed of the internet, we know what makes us special can be replicated quickly. We still can hold on to our uniqueness, we must though sharpen our skills so we can position…

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By William Oncken, Jr. and Donald L. Wass Article originally published in the Harvard Business Review in its November-December 1974 issue and reissued as a Classic in the November-December 1999 issue. Primary question asked: “Why is it that managers are typically running out of time while their subordinates are typically running out of work?” 3…

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An annual study conducted by Mindshop of its global, community of leaders and advisors gathered feedback on emerging trends, training needs, industry opportunities and challenges for the years ahead. The study was conducted in December 2015 and responses were gathered from 128 experienced business leaders and advisors. Where are the 3 biggest gaps in your business?  …

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In a movie that was popular in 2000, a Perfect Storm engulfed the experienced crew of a fishing boat off the New England coast. Well, in 2008, a “Perfect Storm” of events both globally and at home hit the business world. We still are feeling the results, and are likely to for the next few…

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