GoalSettingandAchievingSuccessPRESENTEDBYROGERPHILIPP,CPA,CGMAATTHE2017BETAALPHAPSIANNUALMEETING
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Webelievethekeytosuccessisenjoying whatyoudo.
Choiceprogramofthenation’stopfirmsanduniversities Theprofession’smost
Efficient,Effective&Enjoyable eLearning
Program
Embracetheprocess.Reachthegoal.
88%passwiththeprovenRogerMethod™
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Goal(noun)“Theendtowardswhicheffortisdirected”
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WhatisimportanttoyouinLifeandinyourCareer?• TakeaSelfAssessment• Bepassionate aboutwhatyoudo
SettingGoals• ShortTermandLongTermGoals• Mustaddressboth PersonalandProfessionalgoals
SelfAssessment
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• LongRangeFocus• ShortTermAction• BasisofEvaluation
u AvoidTrap– Only focusingoncareerGoals
BenefitsofSettingGoals
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üAreasforConsideration(Goalsarenotapyramid)
üMustaddressbothProfessionalandPersonalgoals(Enjoyentirelife)◦ Careervs.Job
◦ Financial
◦ Physical
◦ Mental
◦ Family
◦ Spiritual
SettingGoals
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Careervs.Job
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FINANCIAL
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PHYSICAL
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MENTAL
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FAMILY
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Roger Philipp, Age 13
SPIRITUAL
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(LifeisNOTabeercommercial!)
• Reflection(5,10,20yrsfromnow)
• Crystallization(IDpicture)• Formalization(writethemdown)
• Evaluation(NewYearsEve)•Modification(timewasters)
GoalSettingProcedures
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• Developanactionplan• Goalswithoutaplanaremerelywishes!
• Periodicallyremindyourselfofthegoals• ProgressReport
• EvaluateTimetable
• Re-read
HowtoAchieveYourGoals
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Setting Goals
• Calendars• Workspace(keepclean)• Technology(Smartphone)
• Assistance(outsource)• Lists(to-do)
UseofTimeSavers
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#1 best opportunity to help you accomplish your goals:
Networking
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Accordingtobnet.com,
ofpeoplegettheirjobsbasedonconnect ions :
KNOWINGSOMEONEWHOKNOWSSOMEONE
Networking
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NetworkingMakingconnectionsto furtheryourcareer.
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• StateSocietyParticipation• Networkingevents,luncheons
• Mentoring• AttendMeettheFirms(MTF)• FirmTours• Banquets• GivePresentationsatlocalcolleges
• (careers)
• Teaching,VITA
StayingInvolved
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IncreaseCareerOpportunities
• Activeinvolvementincampusorganizations
• Cultivatinganinstructornetwork
• Developinganetworkofmembersintheprofession
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EffectiveNetworkingo Makeagoodfirstimpression
o Makeeyecontact
o Makecertaintoaccomplishyourgoals
o Leaveapositivefeelingwithpeopleyoumeet
o CarefulwithSocialMedia
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Work on self-starting with your CPA Exam
Goals/Career
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• PasstheCPAExam
• Meeteducationandworkrequirements
• EarnyourLicense• Openthedoortopromotions,
raises,newcareeropportunities• Jobsecurity
GettingyourCPALicense
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KeepYourOptionsOpen
Big 4
Private
Public
Government
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• Bringnewideastothetable• Takeinitiative• Presentsolutions
GetNoticed&MakeyourMark
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• Highlightyourstrengths andworkonyourweaknesses
• Takeonnewchallenges• Becomeaninvaluableasset!!
MaximizeyourGrowthPotential
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• Don’tbeafraidtoaskformeritedraisesorpromotions
• Bestrategicinplanningyourapproach
ClaimwhatisYours
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• Gethonestfeedbackfromcolleagues,managers,andsubordinates
• Usecriticismstoyouradvantage
SolicitFeedbackRegularly
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ContinueLearning&ChallengingYourself
• Takeontheresponsibilityofmanagingothers• Stayuponnewadvancesinthefield• Takeclassestolearnnewskillsets(CPE)• Beopentochange
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• SetGoalsandDirectioninyourlife
• NetworkandFollowyourCareerChoices
• MakeYourMark• Getnoticedforgreatwork
• Believeinyourself(Beselfish)
• Don’tLimityourself!!
YourFutureisYourstoCreate!
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BeSELFISH!Don’tlimityourself!
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“ThankstoyourknowledgeandawesometeachingabilitiesIwasabletoscoreveryhighontheexam...FARE90,REG92,
AUD94!”
– ScottE.,Ernst&Young
rogerCPAreview.com
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