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 – once and for all - eliminate the burdensome exercise and wasted time / effort of the annual review process…?!

And instead replace it with an ongoing process of regular upward and outward progress reporting that informs all – in a way that educates and inspires - of the value (results and benefits) being offered to the firm's clients, all professional staff and the focus that professionals are applying to their jobs, creating a unified experience of tracking performance and a constant reminder of the firm's living and breathing core values?

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

• Learn to teach staff how to report – upward and outward – of 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