We will review all of the best practices for setting goals and objectives and share some insights of ways to implement the best practices in order to maximize performance. We will talk about the objectives of setting a vision for your firm, how to do that and how to implement.  

Presenter, Larry Bildstein is CEO of The Whetstone Group, Inc. Whetstone's mission is to help CPA firms and professional service firms nationwide find growth and hone their competitive edge. Larry provided strategic leadership as the Regional Managing Partner of a $50 million annual revenue unit within McGladrey. He also was a Client Service Coordinator where he provided business advice, growth consulting, and mergers and acquisitions assistance in addition to tax and financial services to a variety of business owners. Additionally, he has been published in AICPA's The Journal of Accountancy; Partner Advantage Advisory; Guide to Marketing: A Supplement to Accounting Today, Accounting Technology, and Practical Accountant; CPA Leadership Report; RSM McGladrey Network's NetWorks Newsletter; the Institute of Management and Administration, Inc. Partner's Report; CCH CPA Practice Management Forum; and on the Association for Accounting Marketing's website.

Managing partners

Partners in leadership positions

Industry and functional specialty leaders

Niche champions

Those who aspire to any of these positions in their firm.

Understand what effective goal setting really looks like.

Ideas to be able to effectively implement the best practices.

Maximize the value of goal setting by tying it to a vision of what you are trying to achieve.

Recognize how accountability supports goal setting and what that looks like.

Able to hear ideas from a veteran client service, CPA firm leader and industry consultant.

Implementation of best practices using techniques from other firms that have done it effectively.