Achieving real change in your firm requires more than good intentions—it demands clear priorities, removing obstacles, and the right systems to drive action. In this session, you’ll learn how to define your most important goals for 2025, eliminate roadblocks, and implement processes that ensure success. Through practical strategies and proven frameworks, you’ll gain the tools to move from planning to execution, making consistent progress toward the future you envision for your firm. It’s time to Make It SO!
Learning Objectives:
- Construct a structured framework for setting and achieving firm goals
- Recognize common obstacles that hinder progress and how to address them
- Outline prioritization and implementation strategies to create meaningful, lasting change
Heather D. Satterley, CPA, EA
Woodard
Director of Education and Media
[email protected]
Heather is the Director of Education and Media at Woodard. She has over 25 years of experience as an accounting professional, educator, national trainer, and writer. She is also the co-host of The Appy Hour with Liz and Heather.
About Our Presenter
Woodard empowers small business advisors to transform their practices and their clients through education, coaching, resources, and professional communities. Woodard's education programs provide some of the most advanced and relevant training in the world. Their coaching program is regarded as the most comprehensive and high-impact program of its kind, their resources are unique and high-impact, and their communities gather some of the most experienced - and kindest - advisors in the world.
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