Goal Setting and Achieving Success · Goal Setting and Achieving Success PRESENTED BY ROGER...

GoalSettingandAchievingSuccessPRESENTEDBYROGERPHILIPP,CPA,CGMAATTHE2017BETAALPHAPSIANNUALMEETING

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Webelievethekeytosuccessisenjoying whatyoudo.

Choiceprogramofthenation’stopfirmsanduniversities Theprofession’smost

Efficient,Effective&Enjoyable eLearning

Program

Embracetheprocess.Reachthegoal.

88%passwiththeprovenRogerMethod™


Goal(noun)“Theendtowardswhicheffortisdirected”


WhatisimportanttoyouinLifeandinyourCareer?• TakeaSelfAssessment• Bepassionate aboutwhatyoudo

SettingGoals• ShortTermandLongTermGoals• Mustaddressboth PersonalandProfessionalgoals

SelfAssessment


• LongRangeFocus• ShortTermAction• BasisofEvaluation

u AvoidTrap– Only focusingoncareerGoals

BenefitsofSettingGoals


üAreasforConsideration(Goalsarenotapyramid)

üMustaddressbothProfessionalandPersonalgoals(Enjoyentirelife)◦ Careervs.Job

◦ Financial

◦ Physical

◦ Mental

◦ Family

◦ Spiritual

SettingGoals


Careervs.Job


FINANCIAL


PHYSICAL


MENTAL


FAMILY


Roger Philipp, Age 13

SPIRITUAL


(LifeisNOTabeercommercial!)

• Reflection(5,10,20yrsfromnow)

• Crystallization(IDpicture)• Formalization(writethemdown)

• Evaluation(NewYearsEve)•Modification(timewasters)

GoalSettingProcedures


• Developanactionplan• Goalswithoutaplanaremerelywishes!

• Periodicallyremindyourselfofthegoals• ProgressReport

• EvaluateTimetable

• Re-read

HowtoAchieveYourGoals


Setting Goals

• Calendars• Workspace(keepclean)• Technology(Smartphone)

• Assistance(outsource)• Lists(to-do)

UseofTimeSavers


#1 best opportunity to help you accomplish your goals:

Networking


Accordingtobnet.com,

ofpeoplegettheirjobsbasedonconnect ions :

KNOWINGSOMEONEWHOKNOWSSOMEONE

Networking


NetworkingMakingconnectionsto furtheryourcareer.


• StateSocietyParticipation• Networkingevents,luncheons

• Mentoring• AttendMeettheFirms(MTF)• FirmTours• Banquets• GivePresentationsatlocalcolleges

• (careers)

• Teaching,VITA

StayingInvolved


IncreaseCareerOpportunities

• Activeinvolvementincampusorganizations

• Cultivatinganinstructornetwork

• Developinganetworkofmembersintheprofession


EffectiveNetworkingo Makeagoodfirstimpression

o Makeeyecontact

o Makecertaintoaccomplishyourgoals

o Leaveapositivefeelingwithpeopleyoumeet

o CarefulwithSocialMedia


Work on self-starting with your CPA Exam

Goals/Career


• PasstheCPAExam

• Meeteducationandworkrequirements

• EarnyourLicense• Openthedoortopromotions,

raises,newcareeropportunities• Jobsecurity

GettingyourCPALicense


KeepYourOptionsOpen

Big 4

Private

Public

Government


• Bringnewideastothetable• Takeinitiative• Presentsolutions

GetNoticed&MakeyourMark


• Highlightyourstrengths andworkonyourweaknesses

• Takeonnewchallenges• Becomeaninvaluableasset!!

MaximizeyourGrowthPotential


• Don’tbeafraidtoaskformeritedraisesorpromotions

• Bestrategicinplanningyourapproach

ClaimwhatisYours


• Gethonestfeedbackfromcolleagues,managers,andsubordinates

• Usecriticismstoyouradvantage

SolicitFeedbackRegularly


ContinueLearning&ChallengingYourself

• Takeontheresponsibilityofmanagingothers• Stayuponnewadvancesinthefield• Takeclassestolearnnewskillsets(CPE)• Beopentochange


• SetGoalsandDirectioninyourlife

• NetworkandFollowyourCareerChoices

• MakeYourMark• Getnoticedforgreatwork

• Believeinyourself(Beselfish)

• Don’tLimityourself!!

YourFutureisYourstoCreate!


BeSELFISH!Don’tlimityourself!


“ThankstoyourknowledgeandawesometeachingabilitiesIwasabletoscoreveryhighontheexam...FARE90,REG92,

AUD94!”

– ScottE.,Ernst&Young

rogerCPAreview.com

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Goal Setting and Achieving Success · Goal Setting and Achieving Success PRESENTED BY ROGER...

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