Accountants

Change Management – Heads, Hearts and Hands

At this week’s change management for professional practices workshop, I welcomed delegates from legal, accountancy and property firms. Their roles included managing partner, head of HR, operations manager, lawyer and property management team leader. Their change challenges included new technology adoption, shifting from dedicated to centralised services, succession, team performance Read More

2023-07-07T09:34:28+01:00July 7, 2023|Accountants, Kim's Blog, Lawyers, Management Skills, Strategy|

Campaigns, thought leadership and project management – Early engagement, scoping and risk management

At the recent PM Forum  online workshop on campaigns, thought leadership and project management there were 17 delegates from legal, accountancy and insolvency firms located in London, Belfast, Sutton Coldfield, Manchester, Newcastle, Cambridge and Dubai. In the 2023 Annual International Marketing Benchmark - PM Forum and Meridian West (kimtasso.com) client Read More

2023-06-27T10:19:23+01:00June 27, 2023|Accountants, Kim's Blog, Lawyers, Marketing|

Being more strategic – Case studies and insights (Ireland May 2023)

I was delighted to return to Dublin to lead an in person training workshop for PM Forum Ireland  on “Being more strategic” with delegates from law, accountancy and consultancy firms. We considered strategic thinking, business strategy and marketing and business development strategy. So there should be something for everyone – Read More

Pitching, differentiation and competitor analysis

In May we welcomed delegates from legal, accounting and consulting firms at manager and executive levels to a PM Forum workshop on pitching. Some delegates were highly experienced in pitching (and their roles focused on pitching and tenders), whereas others were at the start of their journey and/or had only Read More

2023-06-01T11:28:30+01:00June 1, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Selling, Strategy|
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