Roots of Success - A Gold Mine of Information
I realize there has been a lot of communication about the upcoming “Roots of Success” conference scheduled for June and of course there are lots of moving parts to put together our normal conference. One of this magnitude is exciting to be a part of not only from the planning perspective but I am very much looking forward to attending. This will be one of the most unique and fully integrated conferences you, your managing ...
Read More
Conducting Your Busy Season Symphony
It’s February which means it’s that time of year again. You know, the season that shall not be named for fear of a real-life reenactment of something from the Walking Dead. The truth is busy season is hard. Busy season is hard mentally, physically, and emotionally for your staff who give up their weekends and work extended hours to guarantee client satisfaction. Busy season is also hard for the administrative teams that are ...
Read More
Chapter Chatter Busy Season Edition
Our first Chapter Huddle of my term was a big success with over fourteen Chapter Leaders participating in our 20-minute call on “Partnering”. We discussed how to effectively partner with local and state societies for meetings to develop and foster relationships and worthwhile meetings. The group also discussed ways to partner with each other, especially during busy season. A key take away was to keep the lines of ...
Read More
2015 Communications Findings from Paperless Benchmark Survey
The AAA’s 2015 Paperless Benchmark Survey is targeted towards identifying digital best practices and in that light includes questions on technology trends supporting paperless technologies. This year’s survey pointed to some surprising findings under the communications topic which administrators should be aware of as they could impact decisions in the year ahead. Below we discuss the five communications questions from the survey: 1.
Read More
BDO Alliance USA Announces Leadership Changes
BDO USA LLP's CEO, Wayne Berson recently announced that the future leadership of the BDO Alliance USA is transitioning from retiring partner and Alliance Executive Director Mike O’Hare to Alliance Team Partner Michael Horwitz. Michael will assume the title of Executive Director of the BDO Alliance USA on July 1, and will focus especially in the areas of Alliance program innovation, as well as Alliance Firm recruitment and retention.
Read More