Event Description

Success is not one-size-fits-all—especially in a demanding profession like accounting. This session helps participants define “success” in a way that is deeply personal, values based, and sustainable. You’ll learn how to translate long-term vision into a clear, practical roadmap; align your time and energy with what matters most; build momentum through consistent routines; and measure progress using the metrics that truly reflect growth. The session also explores how to anticipate common derailers and strengthen decision clarity during periods of uncertainty so you can stay focused, confident, and aligned with what you care about most.

Designed For

•  CPAs, firm leaders, managers, and rising professionals 
•  Anyone seeking greater clarity, prioritization, and alignment between career and personal purpose 
•  Leaders who want to support healthier, values-driven team cultures

Objectives

•  Strengthening Decision Clarity During Uncertainty and Complexity
•  Define “success” in a personal, values based way that aligns with their long term aspirations. 
•  Translate long term vision into a practical roadmap, using structured planning and milestones. 
•  Align time and energy to what matters most, focusing on high impact activities. 
•  Build momentum through consistent routines that reinforce productivity and intentionality. 
•  Measure progress with meaningful metrics, beyond traditional performance indicators. 
•  Anticipate success derailers, including habits, mindset traps, and environmental factors. 
•  Strengthen decision clarity during uncertainty, using tools to reduce noise and focus on guiding values.

Major Subjects

•  Defining “Success” Through Personal Values 
•  Translating Long Term Vision into a Practical, Actionable Roadmap 
•  Aligning Time, Energy & Priorities With What Matters Most 
•  Building Sustainable Momentum Through Consistent Routines 
•  Measuring Progress Using Meaningful, Values Based Metrics 
•  Anticipating Internal & External Success Derailers 
•  Strengthening Decision Clarity During Uncertainty and Complexity