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What Comes After Technical Expertise?
Technical expertise has been the foundation of the accounting profession. And it should be. It’s the knowledge, accuracy, and judgment CPAs bring to their work that make this profession one of the most trusted. But the world around us is changing. Technology is making...
Would AI Hire You?
Step into an interview with an AI bot who is interviewing a CPA for a position in the AI’s firm. AI: I’m looking for a strategic hire that will allow me to serve clients and build this firm. CPA: Perfect. I’m your person. I have great experience that will be most...
Trust Is Built From the Inside Out
When we talk about trust in our profession, we usually think about our clients or the integrity of the work we do. And that's appropriate. CPAs have long been recognized as one of the most trusted professions, and that's something worth protecting. But lately, I've...
Undervalued Essential Skills
When you hear people talk about the future of the accounting profession, how do you feel? Excited? Uneasy? Anxious? Many believe the future will look much like the past, with a few adjustments along the way. Others expect significant disruption. Whatever the future...
You Can’t Calm the River, But You Can Lead Through It
“The greatest danger in times of turbulence is not the turbulence – it is to act with yesterday’s logic.” – Peter Drucker There’s a temptation for leaders to believe our job is to eliminate uncertainty. If we could just create the perfect plan, answer every question,...
Are You The Right Person?
Many leadership teams look around the leader table for someone to coordinate a strategic initiative, based on capacity, expertise, or experience. But that person may not be the right one to make it happen. Consider an initiative to create a new department to serve an...
As AI Handles More Tasks, Leadership Matters More Than Ever
There's no question AI is changing the accounting profession. Many of the technical and repetitive tasks that once consumed our time are becoming faster, easier, and more automated. That's exciting because it creates something most firms desperately need: capacity....
The Weight of Being Trusted
One of the most respected phrases in our profession is trusted advisor. We all know trust matters. In many ways, it defines the quality of our relationships. But what is trust, really? Think about what happens when someone chooses to trust you. They are making...
How Do You Show Up to a Conference?
Recently, I was coaching a manager who was preparing to attend a multi-day industry conference. Like many professionals, she was feeling a mix of excitement and pressure. She wanted to maximize the opportunity, but she also knew that three full days of networking...
The Most Important List You’ll Make
Everyone has a to-do list. We look at it first thing in the morning and immediately begin organizing our day around it. We prioritize tasks, rearrange responsibilities, and measure progress by what gets checked off. But what about your to-be list? Getting things done...
