Sam Allred is a qualified CPA and founder of Upstream Academy. He has been regularly recognized as one of the major influencers in the accounting profession and has been listed as one of Accounting Today’s Top 100 Most Influential People in Accounting and as one of IPA’s Most Recommended Consultants. He is one of the most sought-after speakers in the accounting profession and is viewed as one of their top strategic thinkers. Shownotes:Why the accounting profession is in great shape despite the pandemicThe two biggest challenges for accounting firms in these tough times (clue - it's to do with people)The impact of accounting firms realising that they can work remotelyThe major concern for accounting firms who have a remote workforceThe first thing accounting firms must do if they want to maintain a strong cultureWhy hope is not a strategy for survival, growth and recoveryThe difference between rockstars and superstars in a professional firmShout out to Jim Collins and his book Good to Great - get the right people on your team busWhat attracting great people to your accounting firm allows you to doWhat new entrants to accounting need to understand if they want to get excited by their careerA major but underestimated benefits of working as an accountant in practice vz industryWhy failing to clarify to emerging leaders what it takes to make partner is a sign of poor leadership in accounting firmsWhat high performing professional firms do with their talent and succession that other firms don'tThe biggest mistake accountants make in carving out a stellar career for themselvesHow a stellar accounting career is very different to a good careerThe importance of recognising your strengths and unique abilities to forge a standout career in accountancyThe dangers of staying in your comfort zone and what stepping out of it looks like for ambitious accountantsThe challenge of feedback and why most people don't grow/progress because they won't ask for itWhat accountants can learn from the Eisenhower Matrix as promoted by Stephen CoveyThe power of being intentional with your career planning in professional lifeSam and his wife, Marlene, live outside of Park City, Utah. His hobbies include spending time with his family, fly fishing and golf. Sam and Marlene have seven children. Contact him here:Website and blog
David Whitson-Black is Group Head of Talent Development at Azets, an international business and one of the UK's top 10 accountancy firms. Starting his career in people development 18 years ago, David now leads Azets Talent development team across the UK & Europe.David has strong experience in people development and has managed learning and development teams in the financial and professional service sectors. He is passionate about developing the best talent no matter where they are on their journey from early careers right through to senior management. His expertise ranges from leadership development to succession planning, talent strategy, coaching and mentoring, career pathing and performance management. Shownotes:XXXWhen not working David likes spending time with his family, records music (singing) and has an interest in graphic design.Contact David on LinkedIn
Mike Crook is the Managing Director of the award-winning marketing agency PracticeWeb which has worked exclusively with accounting firms for more than 20 years. Under his leadership, PracticeWeb has gone from strength to strength, from winning awards for their results focused digital marketing, to entering into powerful partnerships with fintech firms and with the ACCA.Mike has almost two decades of experience under his belt as a digital marketing and business transformation strategist, with clients including HSBC, Zurich Financial, Peugeot and Triumph Motorcycles. He is an expert in every aspect of digital marketing from brand building to website development, with a particular interest in the power of market research, test driven marketing and data to deliver results. Shownotes:How marketing has changed to become more complex and more data driven over the yearsThe downside for buyers in the B2B space who are hit with so many marketing messages from professional firmsWhat marketing actually means for accounting firms and what good marketing should doWhat you need to be the best choice for people looking for your servicesHow much professional firms rate marketing and where it lies as a priority for most accountantsThe biggest excuse accounting firms give for not investing in marketing, and how it doesn't hold up under scrutinyWhy accounting firms who claim to grow by referral might be making a big mistakeWhat accounting firms get wrong when it comes to investing in marketing, and where money gets wastedHow some marketing agencies and experts sell their services and methods as silver bullets but with one important thing missingThe dangers for accounting firms of of starting a marketing campaign or strategy and thinking short term onlyWhat accounting firms are missing out on by not investing in digital marketingHow inhouse marketers in accounting firms struggle to internally sell the benefits of marketingThe steps to turning marketing into tangible targets and activitiesThe advantages of being data driven with digital marketing for accounting firmsWhy the smart accounting firms invest in marketing earlier rather than laterKey considerations for an accounting firm to hire in external marketing resource and expertise to growHow the marketing strategy acts as a roadmap for accounting firms to execute on for growthHow everyone in a professional firm can contribute to the marketing effortsContact Mike here:Website and blogMike on LinkedIn
Gale Crosley was selected one of the 10 Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the fourteenth year, and one of the Top 100 Most Influential People in Accounting by Accounting Today for the thirteenth consecutive year. She consults with mid-market accounting firms, assisting managing partners, partners, and marketing directors, to effectively increase their firm’s revenues.Gale’s 35 plus years of experience features a unique combination as a practicing CPA at Arthur Andersen, PwC, and a local CPA firm. She has also held senior management roles in business development and marketing in the cutting edge technology environment with IBM, MCI and several start-up technology companies. Shownotes:Why the most significant changes in the accounting profession have occurred in the last 5-7 yearsHow growth and technology are connected in the accounting worldHow the cloud really changed the game for accounting firm growthWhat is stopping accounting firms from innovating and adopting new technologyHow the covid world has impacted further the deep changes that were happening in professional firmsHow accountants and CPAs cope with change compared to the rest of the worldHow covid has affected the technology firms rely on to grow revenueWhy accountants no longer have to be face to face with prospects to win new businessWhy the networking and referral approach to winning business is outdatedThe new phase of referral generation for accountants and CPAs in a covid worldHow a growth consultant transforms an accounting firmThe key skills many accountants lack in moving from technicians to consultants and advisorsWho the real competition are for accounting firms who want to growThe areas where accounting firms are losing market share and missing out on growth due to external competitionThe danger signs of complacency with accounting firms behaving like fat catsShout out to Bill Reeb and Tommye Barie of the Success InstituteContact Gale here:Website and blogGale on LinkedIn
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Creator Details

Episode Count
137
Podcast Count
2
Total Airtime
2 days, 5 hours
PCID
Podchaser Creator ID logo 354899