Archive
Addressing Partner Conflict and Communication Issues Handout.PDF
Posted: April 9, 2020 at 4:56 pm
Addressing Partner Conflict and Communication Issues Handout.PDF
554.96 KBAddressing Partner Conflict and Communication Issues Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/partner-conflict-communication/ <Handout...
Practice Improvement Ideas-Practical Steps You Can Take Today Handout.PDF
Posted: January 23, 2020 at 9:17 pm
Practice Improvement Ideas-Practical Steps You Can Take Today Handout.PDF
348.26 KBPractice Improvement Ideas-Practical Steps You Can Take Today Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/practice-improvement-ideas-practical-steps/ <Handout...
Getting Real Traction for Your Leadership Development Investment Handout.PDF
Posted: January 23, 2020 at 9:04 pm
Getting Real Traction for Your Leadership Development Investment Handout.PDF
619.17 KBGetting Real Traction for Your Leadership Development Investment Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/traction-leadership-investment/ <Handout...
The Job of the Managing Partner – Part 4
Posted: March 22, 2018 at 8:24 pm
The Job of the Managing Partner - Part 4
315.50 KBIn our first three columns focused on the managing partner, we covered: Managing Partner (MP) definition, considerations and Roles and Responsibilities Roles and Responsibilities of the Board of Partners...
Management and Leadership in a CPA Firm – Part 6
Posted: April 8, 2015 at 2:56 pm
Management and Leadership in a CPA Firm - Part 6
168.88 KBIn our last column, we took a pretty deep dive into what you might include in a competency model for your firm. Now it is time to talk a little about how you use something like this to develop your people....
Management and Leadership in a CPA Firm – Part 5
Posted: April 8, 2015 at 2:56 pm
Management and Leadership in a CPA Firm - Part 5
226.51 KBIn our last column, we talked about some high level competency areas we focus on when evaluating people within a firm and we introduced the “relative importance” concept as a way to differentiate expectations...
Management and Leadership in a CPA Firm – Part 4
Posted: April 8, 2015 at 2:54 pm
Management and Leadership in a CPA Firm - Part 4
245.87 KBOur fourth column picks up with our discussion about how to become a more effective people manager and developer. In our first three columns on this topic, we have covered 1) various styles of leadership/managers,...
Management and Leadership in a CPA Firm – Part 3
Posted: April 8, 2015 at 2:54 pm
Management and Leadership in a CPA Firm - Part 3
147.37 KBThis third column picks up where we left off after the last two. An excerpt from the final page of column two was: Developing others is a real talent and one that can be exceptionally rewarding to both...
Management and Leadership in a CPA Firm – Part 2
Posted: April 8, 2015 at 2:53 pm
Management and Leadership in a CPA Firm - Part 2
202.94 KBThis column picks up where I left off in my last column, covering how attitudes, misconceptions and bad habits get in the way of our learning to be better managers. Here is a recap of some of these attitudes...
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