December 2012 Leadership Forum
Vol. 4 No. 12, December 2012
The Leadership Forum is 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 we presented two questions:
Question #1 - Do you believe that income or non-equity Partners are a valuable career step in firms today?
Question #2 - What new things are you seeing firms do to spice up their partner retreats?
Question #1 - Do you believe that income or non-equity Partners are a valuable career step in firms today?
Consultants and Other Prominent Observers
| Bob Lewis | Visionary Marketing | www.thinkvisionary.com [email protected] |
| ...an income or non-equity partnership enables the next level of potential succession partners to become part of the executive team ... More | ||
| Marc Rosenberg | The Rosenberg Associates | www.rosenbergassoc.com [email protected] |
| ...second type of partner -- those who have the skill and personality to play a leadership role in servicing and retaining clients, but haven't yet attained the "driver" level ... More | ||
| Joe Tarasco | Accountants Advisory Group | www.accountantsadvisory.com [email protected] |
| ...It can be a valuable first progressive "step" to assimilate a professional into the equity partner ranks or as an "equity partner in training" ... More | ||
| Sandra Wiley | Boomer Consulting, Inc. | www.boomer.com [email protected] |
| ...This is an entry platform that allows the income partner to gain perspective on being a partner ... More | ||
| Jennifer Wilson | ConvergenceCoaching LLC | www.convergencecoaching.com [email protected] |
| ...My caution is that the firm does not use it as a "meaningless parking lot" where they promote people who they do not intend to have as equity partners ... More | ||
Firm Leaders
| Richard A. Berkowtiz | Berkowitz Pollack Brant | |
| ...In today's competitive environment, firms must identify their future leadership earlier. One method to do that is to provide non-equity partnerships ... More | ||
| D. Paul Regan | Hemming Morse, CPAs LLP | |
| ...It helps provide another level in the firm "ladder" ...More | ||
Question #2 - What new things are you seeing firms do to spice up their partner retreats?
Consultants and Other Prominent Observers
| Marc Rosenberg | The Rosenberg Associates | www.rosenbergassoc.com [email protected] |
| Here's a strategic planning stimulus...What does this firm have to do to ensure that these high levels of performance when I turn the firm over to you?" ... More | ||
| Joe Tarasco | Accountants Advisory Group | www.accountantsadvisory.com [email protected] |
| ...The retreat environment is a critical factor in spicing up the retreat ... More | ||
| Sandra Wiley | Boomer Consulting, Inc. | www.boomer.com [email protected] |
| Add more people from within the firm ... More | ||
| Jennifer Wilson | ConvergenceCoaching LLC | www.convergencecoaching.com [email protected] |
| ...approach with more honesty and straight talk, bringing in a facilitator... More | ||
Firm Leaders
| Richard A. Berkowtiz | Berkowitz Pollack Brant | |
| ...If anything, I have seen partner retreats become more intense in terms of business focus as opposed to spicing up the retreat from a social standpoint ... More | ||
| D. Paul Regan | Hemming Morse, CPAs LLP | |
| Bonding experiences and outside speakers on key issues where the partners have divergent views. | ||