November 2021 Update

Greetings,It is crazy to think we are headed into the last month of the year and instead of slowing down, it seems that things are speeding up. It will be important to be prepared for the upcoming year. This month’s topics focus on the imminent changes to help you prepare, and provides practical things to be thinking about along the…

October 2021 Update

Greetings, Happy fall. I love this time of year, the air is fresh and the trees are beautiful. I know there is a lot going on and many changes coming quickly. However, this is a good month to take a breathe and remind myself of what is coming and what I need to do to prepare. There is still lots…

September 2021 Update

Greetings, Fall is typically a busy time for everyone. It is when we get back into the swing of things after summer and begin planning for upcoming engagements; it is also when many firms and practitioners obtain their verifiable CPD hours. This year is extra busy as there are new standards that we need to get ready for – some…

August 2021 Update

Greetings, My plan over the next few weeks is to stop and take stock of the upcoming fall and the work that comes along with that. I find that if I take the time to plan and get organized it helps me in so many different ways. I can focus on the important but not urgent tasks that are in…

July 2021 Update

Greetings, The theme of this month’s update is change. Whether that be standards, your clients, your firm or the general economic environment, nothing stays the same. Summer is a time to reflect on where you have been but more importantly, where you are headed. Seth Godin said “Change almost never fails because it is too early, it almost fails because…