Lisa Tierney, CLSC, an Executive Life Coach with over 20 years of experience working with CPAs will share with you the lessons learned for best practices in CPA firm leadership.

What would it mean to your firm if you could eliminate the wasted time and effort of the annual review process?

How could your firm benefit if you replaced the annual review with an ongoing process of regular upward and outward progress reporting? The new progress reporting would inform everyone involved – in a way that educates and inspires - of the value the individual brings to the firm's clients and all professional staff. Simultaneously, it would provide a unified experience of tracking performance and a constant reminder of the firm's living and breathing core values. Don't you want to learn more?

• Managing Partners
• Partners
• Human Resources Professionals
• Firm Administrators
• Office Managers

• Learn to teach staff how to report – upward and outward – on their true “progress” and accomplishments.
• Learn how to inform and inspire all - immediately and ongoing.
• Understand the method that allows you to never have to check in on staff or worry about remote employees again.
• Learn how to adopt a culture of no more review meetings or scoring assessments.
• Learn how to always be in the know of 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