guarantee your promotion in public accounting
TRANSCRIPT
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GUARANTEE YOURıPUBLIC ACCOUNTINGıpromotion
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This afternoonı• My Storyı• Mythsı• Key Strategiesı• Getting Creditı
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My Storyı• Big 4 SL, Internship, FTı• Written Feedback 80/hr+ı• Annual Feedbackı• Rating on a scale from 1-5ı• Had to pass the CPAı
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Promotion Trackı• Associate (3 yrs)ı• Senior (3 yrs)ı• Manager (3 yrs)ı• Senior Manager (TBD)ı• PartnerıEarly promotion was not allowedı
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My Resultsı• Year 1: 1 rating, 10% raise,
~5% bonusı• Year 2: 1 rating, 19% raise,
~6% bonus, promotion a year earlyı
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• Work the most hoursı• Family relationshipı• Luckı• Pass the CPAı• Timeı
Mythsı
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• Detailed plan of actionı• Build personal
relationshipsı• High ratingsı• “Extra-Curriculars”ı
Truthı
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Importanceı• Higher salary, bonusı• More autonomyı• More funı• More opportunityı
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Other Benefitsı• Fortune 100 clientı• Clients proposal for
Fortune 1000ı• Leadership opportunitiesı• International assignmentsı
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Key Strategiesı
”Do what others don’t do”ı
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Key Strategiesı
We are not leaving it up to chance, so yes,
do everything.ı
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Key Strategiesı
Worst case: you will get the raise/bonus and not the promotion.ı
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Key Strategiesı
95% youı5% the companyı
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Key StrategiesıWalk around the office at least once per weekı• Make conversationı• Ask people about themselvesı• Build relationshipsı
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Key StrategiesıBe in charge of an eventı• Rock climbingı• Happy hourı• CPEı• Canoeingı• Shotgun shootingı
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Key StrategiesıTell people your goalsı• HRı• Managing Partnerı• Your Partnerı• Your coach/mentorı• Other relevant partiesı
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Key StrategiesıCreate a list to track your progressı• 1 “thing” per monthı• ANYTHING that is above your
client service put it on thereı
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Key Strategiesı• Campus recruitingı• Trainingsı• Leading an eventı• Proposalsı• Contributing to firm knowledgeı• Etc.ı
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Key StrategiesıAsk for feedback at least twice per weekı• Sounds like a lot, but it’s notı• Examples….ı
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Key StrategiesıAsk for special projectsı• Anyone your know, let them
know you are happy to help them out with anything.ı
• Special projects, proposals, events, trainings, etc.ı
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Key StrategiesıAsk people about themselvesı• You have to know every single
person. ı• Family life, career goals, CPA
exam, life dreams, traveling, etc.ı
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Key StrategiesıGet in early every single dayı• Rule of thumb: 7:30amı• You actually get more doneı• But the perception is
EVERYTHINGı
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Getting CreditıSummary of contributionsı• 4-5 page documentı• 1. Cover pageı• 2. Summary (1-2 paragraphs)ı• 3-5. 3-4 paragraphs and photos
per page of your contributions ı
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Getting CreditıSummary of contributionsı• Everything ABOVE AND
BEYOND client serviceı• Share with HR and your coach/
mentor ONLYı• They will share with othersı
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Questions?ı• Strategiesı• Different firm policies
around promotionı• Summary of
contributionsı
