Change & Transformation’s Post

📢 Leaders and Mentors to Rising Leaders 📢 Quarterly planning for personal finances is a game-changer. When your team members and mentees prioritize their financial health, they gain peace, clarity, and confidence. This strength at home translates directly into the workplace, empowering them to take on bigger challenges, embrace bold opportunities, and contribute more effectively to your organization's success. While we are in the final quarter of the year, it’s the perfect time to reflect and set the tone for the future. In our latest post, Rachel C. Ybarra, CPA, CGMA outlines how a Quarterly Planning Retreat can help individuals celebrate their financial wins, map out goals, and create momentum for continued growth. A Quarterly Planning Retreat is a powerful habit—it’s not just about personal finances; it’s about building the foundation for thriving in life and at work. ➡️  Read the full post here: https://lnkd.in/gFHiNYyf #FinancialStrength #QuarterlyPlanning #RisingLeaders #PersonalFinance #GoalSetting #LeadershipDevelopment #CelebrateSuccess

My final set of takeaways from the most recent Best Companies Live event were provided by ‘red chair alumni’ ie previous panellists. Which idea might work at your organisation?   believe housing bill fullen OBE, former CEO of the largest housing association in the North East, aired three initiatives: 1.  Little Book of Balance A printed item, now in its third edition, the book is given to all staff and curated by many of them too. Whilst many of believe’s tenants are dealing with some very challenging situations, so are believe colleagues. The company needed to invest more in their wellbeing too. In addition to expert advice in the book, colleagues contribute their own tips on areas such as finance, mental health, keeping fit, menopause management and eating healthily on a budget. 2.   Free entry to local tourist attractions Recognising the importance of time off for their people, believe have also negotiated with local tourist attractions and obtained free entry for colleagues with their families. 3.   Flash mentoring Sometimes people just need to talk to an expert briefly - a short and sharp spot of mentoring from a colleague. Within believe’s workforce there are 5 generations, from school leavers to pre-retirement. Each has different learning styles and needs so believe is modernising its L&D approach to reflect this, making it far more personalised.   Enfuse Group Changed job titles from line managers to career coaches. Subtle tweak yet so impactful.   Co-founder & CEO Graeme Curwen of the digital transformation consultancy feels the term ‘manage’ has connotations of control vs ‘coach’ which is more about supporting. The only management we can do is of ourselves. So it reset the conversation from “I’ll tell you how you’re performing” to “I’m going to help you develop”. The company also aligned cohorts in different areas eg Academy for junior coaches, creating communities within which they learn from each other.   Curo A vast range of skills is required across the Bath-based housing association and house-building company. Jane Smith, Chief People Officer, explained how they’d created a comprehensive portfolio of management, leadership and technical training all in one place. They’ve forged partnerships with local universities for accredited professional qualifications too. Another fan of the business strategy on one page, Curo refer to the 'Golden Thread' – ensures colleagues understand all the skills needed to build the organisation of today and for tomorrow and how Curo are there to help them do so. And that's a wrap! So many gems from leaders of Best Companies within one day. Big THANK EWE to all who shared so openly and to all involved in the production of this event. #bestcompanieslive #leadership #organisationalhealth  

In the final Quarterly Renewal of the year in 2023 my team reminded me that we need to pause and celebrate big moments. In a hyper growth, super entrepreneurial company sometimes we fly right past the big accomplishments and into the next cool and strategic project. This time, we paused for a morning champagne toast, and mimosas of course, to celebrate a huge moment for Team Exit Planning Institute, our community, and our profession. Last week we completed a near 12 month long project by launching the results of the 2023 National State of Owner Readiness Survey during our State of the Institute Address. A milestone moment for Team EPI, for our EPI Community, and our profession overall. A wildly impactful and meaningful moment. Cheers! To my team, to our CEPAs who form, evolve, and pioneer our profession, to those CEPAs who invested in the profession 10 years ago when there was only 200 of us, our industry partners and thought leaders, and all advisors within the profession of exit planning. 10 years ago exit planning was barely known. Today, owners indicate they are not only more educated and aware, but putting action behind it. As such they are more preparded and ready than ever before. Check out the results at www.2023ownerreadiness.com A special thanks to those who formed the original readiness survey. My father Christopher Snider, CEPA, and dedicated CEPAs Patrick C. O'Brien, and the author of the original report Chris Cooper. And the organizations who supported it, PNC, Grant Thornton LLP (US), and the Ohio Employee Ownership Center. Cheers to you! #leadership #community #research #exitplanning #exitstrategy #valuecreation #valuegrowth #businessowners #businessadvisors #valuation #accounting #financialplanning #wealthmanagement #familybusiness #successionplanning

Hello, December! 🎄 A new month, a fresh start! December is the perfect time to reflect on the year, set meaningful goals, and approach the season with intention. Whether you're planning for the holidays or looking ahead to the new year, take time to focus on what truly matters to you. What’s one goal or intention you’re setting this month? Share it with us below! 🌟 #WelcomeDecember #GoalSetting #IntentionalLiving #PBSConsulting #FreshStart #SeasonOfReflection #PBSPC #LongIsland #LongIslandBusiness

It was a pleasure helping former CEO David Clark get “Board Ready.” If you’re in the C-Suite and considering board service with public or private companies, as David says, it pays to start early, be patient, put the effort into networking, and work with outside resources who can provide “challenge and new thinking.” Read David’s story in his own words in our latest case study article. https://lnkd.in/dSU-QRKh #NavigateForward #BoardReady #CareerPlanning

Has October come round unusually quickly this year? Or have I simply forgotten how fast that happens? In many ways, this is a great time of year. There's a feeling of pace and momentum, lots of opportunities to connect with each other at events, and a sense of anticipation about new year - which is just around the corner. It's also that time of year when many of us will be working hard to complete this year's deliverables ... and firmly intending to get a head start on the year ahead. There are plenty of ways to do that - small projects that can pack an outsized impact by cutting through the busy work to identify key priorities and opportunities, or by bringing clarity to new developments or issue areas. But protecting the time and headspace, even for small projects, can be hard amidst the pressures of the day-to-day. Particularly at this time of year. This is where I can help. I still have a few days open between now and the end of the year - enough for a small project or two. What can I take off your plate to lighten the load - and help set you up to hit the ground running in 2025? #bizhumanrights #modernslavery #csddd #responsiblebusiness #corporatereporting

Our thanks to David Clark for sharing his Board Readiness journey. He’s a great example of how helpful it is to start board readiness preparation before you retire. David worked with Navigate Forward’s Patti O’Leary to hone his message, target the right boards, and start professional networking. He has since landed two boards (one public, one private) and is actively seeking a third. If you’re curious about the benefits of board service and what it takes to start the process, read this case study and hear from David in his own words. https://lnkd.in/gPpFVRMx #NavigateForward #BoardReady #CorporateBoards

𝐃𝐞𝐜𝐞𝐦𝐛𝐞𝐫: 𝐭𝐡𝐞 𝐦𝐨𝐧𝐭𝐡 𝐨𝐟 𝐫𝐞𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬, 𝐜𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐢𝐨𝐧𝐬, 𝐚𝐧𝐝 𝐲𝐞𝐬.. 𝐛𝐮𝐬𝐲 𝐭𝐢𝐦𝐞𝐬 𝐚𝐧𝐝 𝐝𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬! 😅 The final month of the year is a whirlwind of activities: • Planning for an amazing 2025 • Wrapping up many things (And we’re not only talking about presents) • Finding small moments to recharge But it’s also a time to reflect and appreciate how far you've come. • Wins, big or small ((like landing a dream project or learning something new) • Mistakes made - and lessons learned • Connections built and nurtured As the year wraps up, don’t forget to add a little time to celebrate YOU. Cheers to finishing strong and starting fresh 🎉 𝐖𝐡𝐚𝐭’𝐬 𝐨𝐧𝐞 𝐭𝐡𝐢𝐧𝐠 𝐲𝐨𝐮’𝐫𝐞 𝐩𝐫𝐨𝐮𝐝 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐲𝐞𝐚𝐫—𝐨𝐫 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐲𝐨𝐮’𝐫𝐞 𝐬𝐭𝐢𝐥𝐥 𝐰𝐨𝐫𝐤𝐢𝐧𝐠 𝐨𝐧? Share your thoughts below—we’d love to hear from you! PS: We are proud to be wrapping up an exciting branding project here at FeebeWrites Branding Services. #marketing #worklifebalance #smallbusiness

Small and midsize businesses serve as the cornerstone of healthy communities, driving economic growth, and creating opportunities for individuals to thrive. While National Small Business Week is a great reminder of their impact, Vistage CEO Sam Reese shares five reasons it's essential to champion SMBs year-round. #SmallBusinessWeek #SmallBiz

5 small steps to get your Business Human Rights up to speed for 2025!