Firm Leaders, What's on Your List? - Gary Shamis

Branch Out - A Podcast from Connection Builders

In the evolving landscape of the accounting world, firms need to manage growth and shifts in the right way if they are going to survive. Here on the podcast today, we are joined by Gary Shamis, Principal of Winding River Consulting, who shares the wisdom he has acquired in his long and illustrious career as a leader in this space.

Firm leaders will not want to miss the insights Gary shares as we discuss the key issues that should be on the top of every managing partner's list and best practices for navigating these. Gary shares his thoughts on human capital strategy, the importance of building capacity, and how MPs should be approaching growing in today's market.

Key Points From This Episode:

• Gary's background and his career journey.
• A look at Gary's 'What's on Your List?' framework for managing partners.
• The need for firms to prioritize human capital and build their capacity.
• The biggest and most common mistakes that firms make.
• Gary comments on the power of outsourcing work as an accounting firm.
• Creating a better working environment for the millennial workforce and providing a higher level for them to work at.
• Gary's thoughts on the most significant barriers to the necessary change and progress for firms.
• The need for more conversations about diversity and inclusion in the accounting world.
• Advice for leaders on how to facilitate intentional growth for a firm.
• The trend toward mergers and acquisitions and the influx of private equity into the accounting sector.
• Gary's perspective on using advisory boards to navigate critical initiatives successfully.

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