Looking Forward & Looking Back #100

“Simply Tax” turns 100 by looking back and looking forward with Sam Allred, Jeremy Clopton and Heath Alloway of Upstream Academy on how accounting firms are responding to the coronavirus pandemic and preparing for future success. Here’s what’s covered: Looking back to the beginning of 2020 [02:43] Top four goals of managing partners, even during crisis [05:03] Areas of focus amid a pandemic [12:01] Lessons firms have learned so far [17:49] The do’s and don’ts of leadership in the present crisis [22:25] Advice for working and training in a remote environment [33:11] “Leadership in a time of crisis is going to leave a more lasting memory than anything else a leader does” [39:41] “Nothing says I care more than being proactive” [42:19] Preparing for future success [45:34] Innovation as a way to improve [54:34] The danger of reverting to normal [59:56] Forward-looking book recommendations from Jeremy and Heath [01:04:38] Closing thoughts [01:09:01] Learn more about our guests and get additional resources here. GET MORE “SIMPLY TAX” We’re excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel. A complete archive of our episodes is available on our website and YouTube playlist. We’d love to hear from you! Email feedback and questions to [email protected]. Connect with Damien on social media! LinkedIn | Twitter | Instagram | YouTube