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The Leadership Forum Report
Wisdom from Thought Leaders in the Accounting Profession
Vol. 1 No. 4, April 2009
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In fulfilling our commitment to continuous improvement in CPA firm management, CPA Leadership Institute has created the Leadership Forum, a panel of the most prominent thought leaders in the profession. Each month we ask them to respond to a question dealing with CPA firm management and leadership.
This month's question is: How can veteran CPA's most effectively prepare the next generation of firm leaders to develop business acumen to serve the business advisory needs of their client organizations?
Two categories of thought leaders have joined the panel:
- Consultants and other prominent observers.
- Firm Leaders.
Consultants and Other Prominent Observers
| Angie Grissom |
The Rainmaker Consulting Group |
www.therainmakeracademy.com
angie@therainmakeracademy.com |
| Share your knowledge and experience with younger CPAs at, say, a panel discussion or a monthly lunch where partners discuss client issues and how the firm assisted the client with those issues… More |
| Rita Keller |
Keller Advisors, LLC |
www.ritakeller.com
rkeller@ritakeller.com |
| Take them along to client meetings and civic events/meetings. Make it exciting for them from the beginning and truly mentor them - not just lip service… More |
| Robert B. Martin |
Martin Martin & Associates |
www.martincmc.com
bob@martincmc.com |
| Require demonstrated ability to provide business advisory services to clients as a prerequisite for admission to partnership for "line" partners. More |
| Jay N. Nisberg |
Jay Nisberg and Associates |
jaynisberg@snet.net |
| Assign highly effective partners to mentor other partners and managers. Be certain they get out on business and client service calls with the most effective partners in the office. More |
| William Pirolli |
Bentley Consulting Group |
www.bentleycg.com
bpirolli@bentleycg.com |
| Actually do what you are asking them to do • Bring them with you on business development and client meetings • Share your experiences, not just your technical skills. More |
| Marc Rosenberg |
Company |
www.rosenbergassoc.com
marc@rosenbergassoc.com |
| Encourage them to develop a specialty. Provide rigorous outside training in practice development. Veterans should identify younger firm members who could succeed them and… More |
| Troy Waugh |
FiveStar3, LLC |
www.waughco.com
twaugh@waughco.com |
| …the veteran and the protege meet weekly for an hour or so and discuss a current business book and its application to the firm and its clients. More |
| Sandra Wiley |
Boomer Consulting, Inc. |
www.boomer.com
Sandra.Wiley@boomer.com |
| Take your “next generation” with you when you visit clients. The best way to learn how to care for, sell services to, and actively listen to your clients is to experience it. More |
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