Should your firm eliminate the wasted time and effort of the annual review process? What if you replace it with regular upward and outward progress reporting? Learn how your firm can adopt a new approach to progress reporting that informs everyone – in a way that educates and inspires - of the results and benefits being offered to the firm's clients, all professional staff, and the focus that professionals are applying to their jobs. Create a unified experience of tracking performance and a constant reminder of the firm's living and breathing core values.

Discover a new way of empowering all staff to adopt, integrate, and communicate to each other what their work means: purpose, delivery, and results.

• Managing Partners
• Partners
• CPA Professionals
• Human Resources and Firm Administrators
• Business Development/Marketing Professionals

• Learn how to teach staff how to report – upward and outward – on their true progress and accomplishments.
• Learn to inform and inspire ALL immediately and in an ongoing way.
• Learn to never have to check in on staff or worry about remote employees again.
• Learn how to eliminate review meetings or scoring assessments.
• Learn how to always be in the know on who is doing what, which initiatives are progressing, and which are not.
• Explore ways in which to harness this new mindset with incentive compensation structures.