yeti footprint
We know that many of you face the Yetis, i.e., challenges, in the Yeti category of Becoming and Remaining Distinctive. As a result, we created the “Living Your Dream” Path track at this year’s conference to provide you with some valuable tools to use in your face-off with this complicated Yeti.
Here’s the scenario: You start with a dream and courageously begin to build it into a business. But for some, the dream can become a bit of a nightmare: you’re working 70 hours a week and your personal life suffers. You feel guilty about the things you are not getting done – at work and at home. You want it ALL – a fulfilling, successful practice, time to enjoy family and friends, and a chance to make the world a better place through your community service - but is that even possible?
In his books, "The 7 Habits of Highly Effective People" and "First Things First," Dr. Stephen Covey encouraged his readers to define their key roles and the values, mission and purpose related to each role. (You can access his free Mission Statement Builder to help you define these for yourself.)
How many roles do you play? Business Owner? Employer? Parent? Spouse? Friend? Advisor? Teacher? Team Member? Community Volunteer? And how can you harmonize your different roles? Is it possible to own a thriving business and have a healthy home life while – dare I say it – making time for an activity you pursue purely for enjoyment?
Along the “Living Your Dream” path at this year's "Scaling New Heights®," you'll discover tried-and-true methods for setting priorities and harnessing the principles of productivity and task management to re-take control of your dream and get it back on track.
"Building a Profitable Firm You Love" is the initial session along our Living the Dream Path. In this session, a panel of your peers will share the details of how they created and evolved their firms, covering what has worked for them and what has not. Ingrid Edstrom will moderate this panel on Sunday, June 4, at noon.
"Living the Dream: How You Can Have It All" will begin with the cornerstone of setting priorities as your instructor guides you down the path he took to harmonizing his own roles. Stephen King shares his life lessons around owning a business while still having a life at 2 p.m on Sunday, June 4.
"Making Your Dream a Reality: Overcoming the Obstacles" will help you discover what stands in the way of you achieving your dream of a successful, fulfilling practice and help you define a personalized action plan for overcoming the obstacles. Luc Cardinal will present this session on Monday, June 5, at 4:10 p.m.
"Personal Productivity and Task Management" (two-part course) is the kickoff for the Maximizing Personal Productivity series. Your instructor will introduce David Allen’s "Getting Things Done" principles of task management. Barry MacQuarrie covers the principles in Part 1 on Monday, June 5, at 1:30 p.m, followed by Part 2 at 4:10 p.m.This series would not be complete without sessions on the specific tools available to assist you in the Maximizing Personal Productivity process, including:
"Using Microsoft Teams to Maximize Productivity" will give you a grounding in how to use Microsoft Teams to share information and collaborate with your team. Doug Hall will present this session on Tuesday, June 6, at 8 a.m.
"Using Technologies Like Evernote to Maximize Personal Productivity and Task Management" will introduce you to several technologies that will help you apply the principles you learned in Personal Productivity and Task Management. Barry MacQuarrie will present this session on Tuesday, June 6, 1:30 p.m.
"Using OneNote to Maximize Personal Productivity and Task Management" covers the basics of OneNote and the features that can make your work and home life easier to manage. Rob Smith will present this session on Wednesday, June 7, at 1:30 p.m.
"Implementing OneNote in Your Firm" takes the previous session, Using OneNote to Maximize Personal Productivity and Task Management, to the next level by covering the specifics of customizing and sharing OneNote with your team. Rob Smith will present this session on Wednesday, June 7, at 4:10 p.m.
For more on this extremely relevant topic, listen to Joe speak with Stephen King, President & CEO of GrowthForce, as they discuss personal and work-related responsibilities and work-life harmonization on the Scaling New Heights® Podcast, episode 26. (Mike, the url is https://www.woodard.com/podcast)
You can find more details about each of the sessions in a downloadable document located here: Download Course Descriptions
As your ever-faithful Sherpas, we stand ready to guide and encourage you along your chosen path. If you would like to consult with us about your path, please email me at coliver@woodard.com or Liz at ecolley@woodard.com. Be sure to tell us your goals and what you hope to learn so we can recommend appropriate learning paths for your upcoming Scaling New Heights® experience in Orlando Fla.
Carol Oliver Woodard
Carol Oliver is a CPA with an accounting degree from Rollins College in Winter Park, Fla. She is a certified QuickBooks ProAdvisor (QB Online, QB Desktop and QB Enterprise Solutions). Carol has worked in the accounting software consulting and training field for more than 18 years and is a certified trainer for multiple accounting software products including Microsoft, Crystal Reports and F9 (a financial report writer).
For 10 of those 18 years, Carol spent about 75 percent of her time training on accounting and accounting technology, and she developed numerous software user guides, as well as curricula for many different courses. In 2011 she joined Woodard Consulting, providing services that included software integration, financial statement analysis, and customization and development of applications in Method.
In early 2014, Carol accepted a position with Woodard Events as Manager of Accountant Education and Training, allowing her to return to her first love - training accounting professionals.