Goal Setting and Achieving Success
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This past month, we attended the Beta Alpha Psi (BAP) Annual Meeting in Anaheim, California! Every year we're proud to partner with this fantastic organization that provides accounting students with everything they need to jump start their accounting careers. This year, Roger Philipp, CPA, CGMA, was asked to present a session on how to set goals and achieve success. We had a great turn out and met with many accounting students from different colleges and universities across the nation. It was an honor to be able to present at the BAP Annual Meeting and it was a pleasure meeting everyone. Luckily, if you weren't able to attend or aren't yet a BAP member, we captured Roger's presentation on video! Watch it to see what Roger's best recommendations are to set realistic goals and achieve success. Original article: https://www.rogercpareview.com/blog/goal-setting-and-achieving-success
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Goal Setting and Achieving Success
- 2. We believe the key to success is enjoying what you do. Choice program of the nation’s top firms and universities The profession’s most Efficient, Effective & Enjoyable eLearning Program Embrace the process. Reach the goal. 88% pass with the proven Roger Method™ Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 4. What is important to you in Life and in your Career? • Take a Self Assessment • Be passionate about what you do Setting Goals • Short Term and Long Term Goals • Must address both Personal and Professional goals Self Assessment Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 5. • Long Range Focus • Short Term Action • Basis of Evaluation u Avoid Trap – Only focusing on career Goals Benefits of Setting Goals Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 6. üAreas for Consideration (Goals are not a pyramid) üMust address both Professional and Personal goals (Enjoy entire life) ◦ Career vs. Job ◦ Financial ◦ Physical ◦ Mental ◦ Family ◦ Spiritual Setting Goals Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 12. Roger Philipp, Age 13 SPIRITUAL Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 13. (Life is NOT a beer commercial!) • Reflection (5,10, 20 yrs from now) • Crystallization (ID picture) • Formalization (write them down) • Evaluation (New Years Eve) • Modification (time wasters) Goal Setting Procedures Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 14. • Develop an action plan • Goals without a plan are merely wishes! • Periodically remind yourself of the goals • Progress Report • Evaluate Timetable • Re-read How to Achieve Your Goals Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 15. Setting Goals • Calendars • Workspace (keep clean) • Technology (Smartphone) • Assistance (outsource) • Lists (to-do) Use of Time Savers Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 16. #1 best opportunity to help you accomplish your goals: Networking Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 19. • State Society Participation • Networking events, luncheons • Mentoring • Attend Meet the Firms (MTF) • Firm Tours • Banquets • Give Presentations at local colleges • (careers) • Teaching, VITA Staying Involved Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 20. Increase Career Opportunities • Active involvement in campus organizations • Cultivating an instructor network • Developing a network of members in the profession Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 21. Effective Networking o Make a good first impression o Make eye contact o Make certain to accomplish your goals o Leave a positive feeling with people you meet o Careful with Social Media Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 22. Work on self-starting with your CPA Exam Goals/Career Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 23. • Pass the CPA Exam • Meet education and work requirements • Earn your License • Open the door to promotions, raises, new career opportunities • Job security Getting your CPA License Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 25. • Bring new ideas to the table • Take initiative • Present solutions Get Noticed & Make your Mark Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 26. • Highlight your strengths and work on your weaknesses • Take on new challenges • Become an invaluable asset!! Maximize your Growth Potential Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 27. • Don’t be afraid to ask for merited raises or promotions • Be strategic in planning your approach Claim what is Yours Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 28. • Get honest feedback from colleagues, managers, and subordinates • Use criticisms to your advantage Solicit Feedback Regularly Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 29. Continue Learning & Challenging Yourself • Take on the responsibility of managing others • Stay up on new advances in the field • Take classes to learn new skill sets (CPE) • Be open to change Copyright © 2017 Roger CPA Review. All Rights Reserved.
- 30. • Set Goals and Direction in your life • Network and Follow your Career Choices • Make Your Mark • Get noticed for great work • Believe in yourself (Be selfish) • Don’t Limit yourself!! Your Future is Yours to Create! Copyright © 2017 Roger CPA Review. All Rights Reserved.