by
Monette Anderson, CAE
| May 03, 2022
When pondering agility, I tend to have flashbacks to one
of my first nonprofit roles coordinating volunteers for Wags
for Wishes. This multi-day event was a fundraiser aimed at
bringing several canine competitors together for a good cause.
The canine agility competition was the largest event, and our
staff would bemusedly watch the dog handlers weave their
way through jumps, tunnels, weave poles, A-frames, and
seesaws (sans canines) while practicing the commands and
hand positions they’d use to coach their pooch to victory. It’s
difficult to not draw parallels between an obstacle course and
leading through a pandemic, and the tools at our disposal aren’t
all that different in theory: plan a course, stay one step ahead,
build trust, communicate direction, and guide others through
obstacles as quickly as possible.
When thinking of the organizations and companies that have
survived and thrived during COVID, practicing agility is usually
the most common attribute of success. Here, I’ve compiled a
few of my top tips for remaining agile, and how the WSCPA
is providing resources to guide you through obstacles even
when facing a blind cross or a reverse flow pivot (just a little
agility insider lingo).
SET PRIORITIES
Embracing change means reprioritizing work (sometimes
constantly) based on new information and changing
outcomes. These shifts are often a result of market swings,
new technologies, or regulatory changes or requirements. The
last few years, WSCPA has monitored and sifted through a
record number of changes in the legislative landscape to set priorities and disseminate information swiftly to members. Most recently, we’ve been working to keep you updated on the
capital gains and long-term care tax and helping to navigate and
advocate around issues with IRS communication and backlogs.
HAVE CLEAR OBJECTIVES
Agility and planning may seem like an oxymoron, but success lies
in the sweet spot in the middle. Having objectives allows you the
flexibility to prioritize for new tasks, projects, or opportunities. I like
to think of vision like a scaffolding, as opposed to a completed
blueprint. This leaves room for synchronicity and opportunity. It
allows us to better evaluate whether new opportunities (and/or risks) align with long-term objectives. Our biggest objective
year over year is to serve you, our members. Different years may
offer new challenges or opportunities to find the best way to
do that—from updating technology one year to offering more
pop-up CPE programs to address new tax legislation.
HIRE FOR CULTURAL FIT
Having the right people at your firm or organization, especially in
a remote or hybrid environment, remains a top priority for firms,
and has only become more challenging with the staffing crunch.
WSCPA hosted a Meet the Firm Fair last fall to connect employers
to students and new professionals and is planning to continue
holding similar events and more networking opportunities to
engage with new professionals. Also, the WSCPA job board is
online and ready to connect you to candidates.
PREPARE FOR THE UNEXPECTED
Do you operate on just-in-time planning or just-in-case planning?
While this philosophy comes from inventory management
principles, it’s a great analogy to apply to leadership. The
WSCPA aims to help accounting and finance professionals and
offer resources for every stage of your career. Students and
CPA candidates can sign up for mini-mentoring sessions in the
Coffee & Conversations Resource
Group and get advice on passing
the CPA exam with Fireside Chats. Those hitting their golden years can take advantage
of resources and CPE around retirement and continuity and
succession planning. At last year’s WSCPA Annual Meeting,
Patrick Hardy joined us to share disaster preparedness and crisis
communication tips. In the winter issue of The Washington CPA
magazine, you could find a new comprehensive checklist for
dealing with ransomware attacks. Our Coronavirus and Mental
Health Resource Centers are still providing updated information
on managing the pandemic. Through these resources and our
Connect community, the WSCPA is here to help you plan for
the unexpected.
DON’T BE AFRAID TO CHANGE COURSE
A few years ago, at a year-end accounting banquet, a keynote
speaker shared Amazon’s cultural values. One concept
that stuck with me from that presentation is the idea
of “fail fast, fail often.” Amazon launches new ideas
often, but also is quick to shutter initiatives that
have early indications of failure (sorry to those who
were early adopters of Fire Phones). Many companies
quickly learned that the old way of doing business wasn’t
going to cut it in our new pandemic world, and WSCPA
was among them. So that you could still attend events,
WSCPA adapted to a virtual event business model
and is now working on plans to reopen. We look
forward to being back to in-person events and
serving members in a new and improved building
this year! We’re also thrilled to bring back new
professional focused networking events in 2022.
EMBRACE LIFELONG LEARNING
Getting your required CPE credits can feel more
like a chore than an opportunity. Asking questions,
remaining open to feedback, and getting to
why allow us to continue to adapt to a world
that is changing faster than ever. Professional
development continues to be one of our core
objectives to serve you. WSCPA is excited to offer hybrid
conferences this year to enable you to network with other
professionals, while engaging in timely and specialized
educational updates. Although earning the credits you need
to submit to the State Board may be your primary objective in
taking CPE, lifelong learning also brings opportunities to grow
professionally and personally. We’ve also added a few extra
credits to your free Member Exclusive webinar lineup this year
to help you get closer to your annual CPE requirement.
TEAMWORK
In January, you received a one-question survey that asked if
you’d recommend the WSCPA to a friend or colleague. If you
responded and sent in feedback, you likely received a personal
response from me or someone on the WSCPA Member Services
Team. I read and appreciate every piece of feedback. Thank
you to those that took the time to respond, and if you have
feedback to share, I am always available to listen. Teamwork
is also critical to agility, and you are key in helping us create
valuable member benefits and a stronger community.
Monette Anderson, CAE, is the WSCPA Director
of Membership. You can contact Monette at
manderson@wscpa.org.
This article appears in the spring 2022 issue of the Washington CPA magazine. Read more here.