Accountants- Become The Coach
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in this presentation, we'll walk you through what it means to drive results in an ever-changing world in order to meet challenges of today as well as tomorrow. Leadership is about coping with change. What's the formula then for success? - Hear about the 10 drivers with the greatest impact on the accounting profession - Get an analysis of 8 key impact areas and its associated challenges Watch the recorded presentation here: http://cashflow.bill.com/AC_WBR_022614_Replay_LandingPage.html
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Accountants- Become The Coach
- 1. Sponsored by Get in the Game Use New World Tools and Broaden Your Playbook to Win More Business in the Accounting Profession
- 2. Sponsored by About Doug Sleeter @dougsleeter CPA Practice Advisor Columnist, Successful Small Business Consulting Top 25 Thought Leaders, 2011-‐2014 The Sleeter Group 800-‐member Accounting Consulting Group Author – Textbooks and Reference Guides Consultant to Software Developers Accounting Today Top 100 Most Influential People in Accounting for 2008-‐2013 Small Business Influencer Small Business Influencer Champion 2013
- 3. Sponsored by Agenda Become the Coach Leading Change within Your Firm and With Clients
- 4. Sponsored by Become the Coach Leading Change: Within Your Firm and For Your Clients
- 5. Sponsored by Do You Have What It Takes? Leading Change Do You A. Serve Your Clients? B. Lead Your Clients?
- 6. Sponsored by Coaching the Team Leading Change – Start with Your Own Firm – First – Learn, Then Learn Some More and Keep Learning – Then Teach
- 7. Sponsored by Polling Question #1 7
- 8. Where Is The Profession on Technology Adoption? C P A s Where are YOU on the curve?
- 9. Sponsored by Successful Change Leadership The Coach’s Playbook 1. Set the stage, collaboratively. 2. Plan and communicate. 3. Implement. 4. Follow through.
- 10. Sponsored by Step 1: Set the Stage, Collaboratively – Motivation and Urgency – Openly discuss reasons: – Changes in marketplace – Opportunities, Threats – Increased efficiencies – Threats – Fewer Manufacturing Jobs, More Service Jobs – Automation, Zero-‐Entry
- 11. Sponsored by A Service Based Economy Source: The Economist Jan 2014
- 12. Sponsored by The Cheese is Moving Accountants are 94% likely to Lose Jobs to Automation … within 20 years Source: The Economist Jan 2014
- 13. How SMBs Select an Accountant Bottom
- 14. Why SMBs Leave Their CPA Bottom
- 15. Sponsored by Polling Question #2
- 16. Sponsored by Step 1: Set the Stage, Collaboratively – Form a Change Team – Get buy-‐in – Find Strong leaders – Involve Front-‐line employees
- 17. Sponsored by Create a Clear Vision – Be Succinct – Why Change is Necessary – What Pain You’re Solving? Reinforce the Vision – Specific Workflow Changes – Envision Success Step 2: Plan and Communicate
- 18. Sponsored by Step 3: Get Going Remove Obstacles – Address fears – Online security – “We’ve always done it this way” – Embrace Learning Curve Create Short-‐Term Wins – Small, Clearly-‐Defined Initiatives – Recognize Progress
- 19. Sponsored by Step 4: Follow Through – Measure – BEFORE – DURING – AFTER – Anchor Change – Share/reward success
- 20. Sponsored by Polling Question #3
- 21. Sponsored by Summary Successful Transformational Change – Think Change Leadership, not management – Set clear, aspirational targets – Create a clear structure – Maintain energy and involvement throughout the process – Involve all stakeholders – Measure before and after – Reward success