Posts Tagged ‘speaking’

Tuesday, July 22nd, 2014

Clear The Hurdles & Win the Race – Winning Is Everything Conference

In January, I will be speaking at the Winning Is Everything Conference in Las Vegas at the beautiful Aria hotel, January 28-30, 2015.

If you are working in the CPA profession, I’m sure (at least hoping) that you are familiar with this premier practice management conference.

Winning is Everything is not just for large firms and only managing partners. The conference welcomes knowledge leaders and forward-thinking professionals who are ready to learn from other attendees and knowledgeable speakers.  Attendees include managing partners, partners, CFOs, COOs, Firm Administrators, Marketing professionals and HR professionals from firms around the globe.

Meets and Events:  Check out the Agenda.

Clearing the Hurdles: Your Coaches (the speakers)

Enter the race: Register here

I like the 2015 theme: Clear The Hurdles… And Win The Race.


  • Finishing races is important, but racing is more important.
  • Dale Earnhardt

Thursday, October 11th, 2012

The Benefit of Having Women As Partners

I’ll be speaking next week at the South Carolina Women in Leadership Conference – Thursday, October 18th in Columbia. You can register here. So, I’ve been thinking, researching and writing a lot about female CPAs and females, in general, in business.

Did you know that women are starting businesses at a rate of 1.5X the national average?

Did you know that research shows venture capital firms with even just one female partner are 70% more likely to invest in business co-founded by women?

Did you know women entrepreneurs begin with 12% of the funding of their male counterparts BUT have 12% higher revenues?

Here’s a neat infographic that highlights and illustrates the growing number of women in the technology field AND the benefits of having women in the important roles in companies. It was shared with me by Sarah Wenger of MBAonline.

The Rise Of Women In Tech

  • The most common way people give up their power is by thinking they don't have any.
  • Alice Walker

Monday, August 6th, 2012

The Accounting Profession Online – iShade

A couple of weeks ago I had the chance to meet-up with Lisa Benson, Executive Director of iShade while I was in St. Louis (iShade’s home) speaking on behalf of the AICPA at the Interchange Conference for state society staff members.

Benson and I have been trying to find a few minutes together for the last couple of months so she could show me all of the new features (and older features) of iShade. Our schedules aligned and we made it happen in person rather than on the phone.

During my travels, I am still finding many CPAs who are not aware of iShade. Simply put, it is like a one-stop resource with unique tools you won’t find anywhere else.

Just a very small list of resources you will find on iShade:

The iShade Bulletin where you can get all of the news of the day.

Referral Tracker – a tool to track all of your important referrals

Tap the iShade Faculty – Over 8,000 people are using this one.

You can’t see any of this unless you sign-up then everything is free! 

Follow this link to sign-up.

  • Flaming enthusiasm, backed up by horse sense and persistence, is the quality that most frequently makes for success.
  • Dale Carnegie

Friday, August 3rd, 2012

Thinking On Your Feet

I bet you have experienced it. You have a training presentation to make at your firm or you are asked to speak at a local service organization meeting or a Chamber meeting and suddenly your mind goes blank or you get those irritating sweaty palms

Many people suffer from glossophobia (speech anxiety) – the fear of public speaking. I have heard it said that fear of public speaking ranks right after death as the thing people fear most.

In public accounting this is something you definitely need to work on. It is one of the best way to attract clients to your firm and attract people to yourself.

I always suggest that all accountants make a presentation at a staff meeting or at a lunch & learn session after they return from a formal CPE course. It’s a great way for your younger accountants to practice and perfect their public speaking skills.

Keep in mind that posture is important. Body language can translate directly to the mind’s willingness to engage in conversation. When people are nervous they tend to step back, fold their arms and avert their eyes. They are actually putting up physical barriers. So, stand tall, with your legs apart, on the balls of your feet, make eye contact – and smile!

Networking events are very important in obtaining new clients. When you enter the room and everyone is standing around in groups chatting, do you hang-back and drift into a corner? The best thing to do is to immediately enter the conversation. The longer you wait, the more frightened you may become.

Molly Bishop Shadel, associate professor at the University of Virginia School of Law says: “I’ve found that in my classes, female students tend to wait to speak up until they have their response just right in their heads, while male students jump in with an idea even if it’s not worded perfectly. Don’t be a shrinking violet. If the guts of your statement are right, that’s good enough.”

The more you do it the better you get – that’s why informal presentations inside the firm are so important.

  • You can speak well if your tongue can deliver the message of your heart.
  • John Ford

Wednesday, April 4th, 2012

Solutions For CPA Firm Leaders – April Newsletter

Did you receive your copy of my monthly newsletter in your inbox today?

If not, I hope you’ll visit my website to sign-up.  If you did, be sure to take just a few minutes – yes, at this busy time – to read it. I try very hard to keep it sort and to the point.

This month’s articles are:

Accounting Profession Rebels (You know who you are.)

Observations on Complacency (You also know who you are.)

Upcoming Speaking Events (Have you registered yet for one or more of them?)

While we are on the READING topic, I hope you will read my article in March/April issue of the Tennessee CPA Journal:

The Social Transformation: Women’s Initiatives in Accounting Firms

I’ll be speaking at the inaugural Tennessee Society Women’s Career Summit on May 8th in Brentwood, TN. I hope to see you there.


  • No matter how busy you may think you are, you must find time for reading, or surrender yourself to self-chosen ignorance.
  • Chinese Proverb

Friday, March 30th, 2012

Come And Let Me Look In Your Eyes

It’s time for my periodic post about where you and I could meet – face-to-face, eye-to-eye.

My title for this post comes from the John Denver song, Come and Let Me Look In Your Eyes. Click, watch and listen – it’s soothing and maybe a good way to spend 4 minutes during this busy time.

I would love to look into your eyes in 2012. It really does energize me and I try very hard to make my personal connection energize my audience as well.

Here’s the current list (and it’s growing continually) of where we could look into each other’s eyes!

May 4 – Texas AAA Chapter & Dallas Area Administrators – Dallas

May 8 – Tennessee Society of CPAs – Women’s Career Summit

May 17 – Indiana AAA Chapter – Indianapolis

May 23 – Massachusetts Society – Engage Your Staff Workshop – Boston

May 24 – Massachusetts Society – The Importance of Professional Management & Administration Workshop – Boston

June 12 – AICPA PracititionersTECH+ Symposium in partnership with the Association for Accounting Marketing Summit – Las Vegas

June 21 – AAA National Practice Management Conference – Las Vegas

September 19-21 – CPAmerica Firm Administrators Meeting – Denver

September 25 – North Dakota Society Annual Convention – Minot, ND

November 8-9 – AICPA PCPS Human Capital Forum – San Antonio

I love traveling, speaking and meeting people in person. If you attend one of these events, please introduce yourself to me and let me know you read this blog.

For more music this Friday morning – click here to hear my theme song.


  • A man of ordinary talent will always be ordinary, whether he travels or not; but a man of superior talent will go to pieces if he remains forever in the same place.
  • Wolfgang Amadeus Mozart