1. Think, Plan, Grow!™ Sandra Wiley COO and Shareholder Boomer Consulting, Inc.

2. Think, Plan, Grow! ™ Partner Manager C-Suite Staff Accountant Administration

3. Think, Plan, Grow! ™ Setting expectations in your firm Developing a process of accountability Correcting today and protecting tomorrow Pulling it all together – TRUST! Your action plan

4. Think, Plan, Grow!™

9. F i r m C u l t u r e PerformancePerformance Low High 1 Easy Decision – Terminate 4 Leader - Star 3 Tough Decision Resist change Arrogant Abuse authority Treat staff poorly Do not develop others 2 Give 2 nd Chance Training Learning Teamwork Focus Culture

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11. Yes No

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13. DESTROY TRUST

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15. Mark Twain

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17. 1.Define it 2.Commit 3.Prepare 4.Share 5.Listen 6.Recommit and Consequences 7.Collaborate 8.Document

18. Think, Plan, Grow! ™ Yes No I am not sure

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25. 1 - poor 2 - weak 3 - neutral 4 - good 5 – excellent

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32. Maintain Confidence

33. Think, Plan, Grow! ™ Self Relationship Organizational Market Societal

34. Think, Plan, Grow! ™ Dividend Tax From The Speed of Trust by Stephen M. R. Covey

35. Think, Plan, Grow! ™ = From The Speed of Trust by Stephen M. R. Covey Low Trust =

36. Think, Plan, Grow! ™ High Trust = = From The Speed of Trust by Stephen M. R. Covey

37. Think, Plan, Grow! ™ Efficient Effective Improving Cutting Copying Different Impossible Management Leadership 1 2 3 4 5 6 7 The 7 Levels of Change

38. Think, Plan, Grow! ™ 1 - Efficient 2 - Effective 3 – Improving 4 - Cutting 5 - Copying 6 - Different 7 - Impossible

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41. 1.Review Your Partner Agreements 2.Look at Your Accountability Process for the partners. 3.Review your governance 4.Make an appointment with someone that is under performing 5.Schedule a meeting to discuss this information as a group

42. Think, Plan, Grow! ™ http://www.lathropgage. com/ Tim McNamara and Nancy Rousch

43. Think, Plan, Grow! ™ Sandra Wiley, Shareholder and Senior Consultant at Boomer Consulting. Expertise in Human Capital, Practice Management, Core Skills, Growth Initiatives Creator of CEO Advantage Program and P3 Leadership Academy Accounting Today Top 100 – 2009, 2010 Professional Speaker, Author, Consultant My Passion – Helping You Succeed!