Own The Promise
Own The Promise
Own The Promise
Opportunity Season Starts Today!
11 minutes Posted Jan 3, 2019 at 10:15 am.
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0:00
11:13
Download MP3
Show notes
As we begin a new year with new promises, we want to focus on opportunities that will translate directly into your inspired career, opportunities to better serve our clients, and CLA’s new focus on social responsibility.
[
Narrator:  Welcome to “Own the Promise,” a CLA
podcast created to share what guides every decision we make and every
relationship we cultivate.
[
Denny: Hello, CLA family.
This is Denny coming to you at the beginning of 2019. I hope everyone had some
great time at the end of 2018 to relax, enjoy some time with your family and
friends, and really an
opportunity to sit back and hopefully appreciate the incredible great year that
CLA had in 2018.
[
I
want to again thank all of you for the efforts that were put in to make this a
great firm, and not only great results but really moving the culture of CLA and
the CLA family. I also want to look at 2019 and update you on some of the
wonderful things that are happening here very soon. Probably within the next
day or so you will be receiving — our clients will be receiving and our alumni
will be receiving — our CLA Promise Report for 2018.
[
Really
recapping all of the tremendous things that had happened in 2018 and also the
look ahead at 2019. Please
read that if you would. Watch some of the embedded videos. It’s an
opportunity, I think, to get better informed as to what has truly happened
within CLA and better prepare all of you to not only speak with your clients
but speak with the people in your communities and also our people across the country.
[
So
please take a look at that CLA Promise Report. Also as we enter into January,
we are entering into opportunity season. As you know in ‘18 we finished up with
the summer at CLA and we headed into the promise season, and now in January of ‘19
we’re headed into our opportunity season. What does that really mean? It’s
really an opportunity season — one for all of us, our people — it’s really
designed to be a very inspirational season.
[
It
is called opportunity season because we want to reflect on what opportunities
could be available for
really your inspired careers. You know, every time we have an
opportunity to do more for our clients, more service opportunities, that should
translate directly into your inspired careers and building opportunities for
that. So we hope that that
clearly happens during opportunity season.
[
What
about for our clients? Well, what we’re really gonna be looking at in
opportunity season for our clients is really an idea that we’re not done
serving our client until the opportunity is found. In other words, in every
compliance, even if it’s beyond compliance opportunity we have to serve, we’re
gonna be looking as where
is that opportunity, and have we found that opportunity for our client?
[
We
serve over 150,000 clients, so that’s 150,000 opportunities that we should be
creating during this season. And then of course continued focus on our
communities, not only through the CLA foundation, which I hope gets kicked off
to a very fast start in 2019, but also what we’re going to be doing is kicking
off really the start of CLA social responsibility.
[
We’re gonna be putting together
a group as one of the priorities for 2019, a group to develop a very formal
social responsibility — for right now let’s call it a document, a statement.
We’ll develop this in 2019 to really help us all focus on what is CLA’s social
responsibility? Where do we stand on it? What can we all get behind as a CLA
family regarding that responsibility?
[
So
I mentioned, not only in the CLA Promise Report, but also one of the priorities
for 2019, being around
creating opportunities for our communities, that gets into really
engaging this family to elevate our social impact or that social
responsibility. The leaders of CLA also came together later in ‘18 and developed the rest of the
priorities for 2019.
[
There
are seven of them altogether. I just mentioned one, creating the opportunities
for our communities. There’s also gonna be the repeated priority from ‘18 about
creating opportunities for our clients. That needs to be repeated, because
really advancing the seamless experience for our clients is still something
that we have not accomplished to the level that I believe we can do within CLA.
[
I
think our opportunities in advancing our seamless capabilities is absolutely
endless. And there’s still too many examples across the country, too many examples
across our industries, where we’re really not, I would say, accomplishing that
to the level that we could. We had the great results, but the opportunity in
this area, again, is endless. So that remains an opportunity.
[
Also
another one that’s really carried over from ‘18 is creating opportunities for
our people. Inspire
careers for today and tomorrow. I think the area that we need to make
the most progress in ‘19 and why this remains a priority is our coaching. I
think this is the area that probably has the most opportunity for us.
[
All
of us as coaches throughout the CLA family, really picking it up, really
committing ourselves to be the best coaches we can be for our people and really
making sure that this inspired careers concept is something that happens for
everyone within CLA. Another one is the one firm; work as one family. I think
again as we sit here in January, we also want to welcome our new friends in
Wisconsin that have just joined us.
[
And
I think this is an area that really pertains to them, probably as much if not
more than the rest of the country, because they’re new and sticking together as
one firm, figuring out how to deliver all of the capability of CLAs to those
new clients, how to integrate as one firm, is obviously a very big challenge,
not only a priority for Wisconsin, but again a priority for the rest of the
firm that we stick together as one firm in 2019 and beyond.
[
Another
priority is embracing and executing innovation. Last year, we were more trying
to identify the “where is the disruption within the marketplace within our
industry?” We think we’re beyond that. And so the priority for ‘19 is to really
embrace it and execute on this innovation, really driving innovation as a
competitive advantage.
[
Another
priority is expanding the CLA brand. I know all of you, except for that just
joined in January, experienced really the rollout of the CLA brand. We want to
accelebrate that brand recognition. We all know there’s a tremendous ways we
can go in taking the CLA brand and taking not only the CLA logo which you see
all over the place but now the CLA symbol of the bicycle and taking that to
levels that none of us can really imagine at this point.
[
We
need to continue to leave that as a priority in 2019 and hopefully make great
progress. And the seventh and final priority for 2019 is really what we hope
just reinforces our foundation, and that’s continue to think about security and
quality in everything we do.
[
And
those two really are elevated to the same level, meaning security issues across
the firm, all those things we know of, of watching the phishing emails,
watching our computer security, watching just everything we do to make sure
that we remain secure within CLA for all of us as well as our clients. And then
quality I think we’ve done a tremendous job as a firm, elevating this quality.
But we have to continue to concentrate on that each and every day.
[
So
those seven priorities really can all be identified as ways that we can elevate
and accelerate in 2019. And that is really what we’re attempting to do. The
theme of 2019 is to take this great year we had in 2018 and say, how can we
make 2019 even a greater year?
And
that is by elevating and accelerating all of these priorities within CLA. You’re
gonna hear more about these priorities. There’s gonna be a lot of work done on
that, but just as a start in ‘19, let’s think about the opportunity season.
Once again, spend some time with the CLA Promise report from 2018, and really
let’s all commit as the CLA family.
[
We
have the opportunity in 2019 to make this even a greater year than what we
experienced in 2018. There should be nothing preventing us within CLA from accomplishing
this. But obviously it takes a lot of hard work. It takes a lot of commitment,
and it really just needs all of us to say to one another, what can we
individually do to impact that CLA family?
[
And
as I’ve said many, many times, don’t ever underestimate what you as an
individual can do and the impact that you can have on elevating and
accelerating CLA in 2019. Happy New Year to everyone, and I am extremely
excited about this year. I hope all of you are as well. Thank you, and have a great
day.
[music
out]
-END-
Narrator:  Welcome to “Own the Promise,” a CLA podcast created to share what guides every decision we make and every relationship we cultivate.
[
Denny: Hello, CLA family.
This is Denny coming to you at the beginning of 2019. I hope everyone had some
great time at the end of 2018 to relax, enjoy some time with your family and
friends, and really an opportunity to sit back and hopefully appreciate the
incredible great year that CLA had in 2018.
[
I
want to again thank all of you for the efforts that were put in to make this a
great firm, and not only great results but really moving the culture of CLA and
the CLA family. I also want to look at 2019 and update you on some of the
wonderful things that are happening here very soon. Probably within the next
day or so you will be receiving–our clients will be receiving and our alumni
will be receiving–our CLA Promise Report for 2018.
[
Really
recapping all of the tremendous things that had happened in 2018 and also the
look ahead at 2019. Please read that if you would. Watch some of the embedded
videos. It’s an opportunity, I think, to get better informed as to what has
truly happened within CLA and better prepare all of you to not only speak with
your clients but speak with the people in your communities and also our people
across the country.
[
So
please take a look at that CLA Promise Report. Also as we enter into January,
we are entering into opportunity season. As you know in ’18 we finished up with
the summer at CLA and we headed into the promise season, and now in January of
’19 we’re headed into our opportunity season. What does that really mean? It’s
really an opportunity season–one for all of us, our people–it’s really
designed to be a very inspirational season.
[
It
is called opportunity season because we want to reflect on what opportunities
could be available for really your inspired careers. You know, every time we
have an opportunity to do more for our clients, more service opportunities,
that should translate directly into your inspired careers and building
opportunities for that. So we hope that that clearly happens during opportunity
season.
[
What
about for our clients? Well, what we’re really gonna be looking at in
opportunity season for our clients is really an idea that we’re not done
serving our client until the opportunity is found. In other words, in every
compliance, even if it’s beyond compliance opportunity we have to serve, we’re
gonna be looking as where is that opportunity, and have we found that
opportunity for our client?
[
We
serve over 150,000 clients, so that’s 150,000 opportunities that we should be
creating during this season. And then of course continued focus on our
communities, not only through the CLA foundation, which I hope gets kicked off
to a very fast start in 2019, but also what we’re going to be doing is kicking
off really the start of CLA social responsibility.
[
We’re
gonna be putting together a group as one of the priorities for 2019, a group to
develop a very formal social responsibility–for right now let’s call it a
document, a statement. We’ll develop this in 2019 to really help us all focus
on what is CLA’s social responsibility? Where do we stand on it? What can we
all get behind as a CLA family regarding that responsibility?
[
So
I mentioned, not only in the CLA Promise Report, but also one of the priorities
for 2019, being around creating opportunities for our communities, that gets
into really engaging this family to elevate our social impact or that social
responsibility. The leaders of CLA also came together later in ’18 and
developed the rest of the priorities for 2019.
[
There
are seven of them altogether. I just mentioned one, creating the opportunities
for our communities. There’s also gonna be the repeated priority from ’18 about
creating opportunities for our clients. That needs to be repeated, because
really advancing the seamless experience for our clients is still something
that we have not accomplished to the level that I believe we can do within CLA.
[
I
think our opportunities in advancing our seamless capabilities is absolutely
endless. And there’s still too many examples across the country, too many
examples across our industries, where we’re really not, I would say,
accomplishing that to the level that we could. We had the great results, but
the opportunity in this area, again, is endless. So that remains an
opportunity.
[
Also
another one that’s really carried over from ’18 is creating opportunities for
our people. Inspire careers for today and tomorrow. I think the area that we
need to make the most progress in ’19 and why this remains a priority is our
coaching. I think this is the area that probably has the most opportunity for
us.
[
All
of us as coaches throughout the CLA family, really picking it up, really
committing ourselves to be the best coaches we can be for our people and really
making sure that this inspired careers concept is something that happens for
everyone within CLA. Another one is the one firm; work as one family. I think
again as we sit here in January, we also want to welcome our new friends in
Wisconsin that have just joined us.
[
And
I think this is an area that really pertains to them, probably as much if not
more than the rest of the country, because they’re new and sticking together as
one firm, figuring out how to deliver all of the capability of CLAs to those
new clients, how to integrate as one firm, is obviously a very big challenge,
not only a priority for Wisconsin, but again a priority for the rest of the
firm that we stick together as one firm in 2019 and beyond.
[
Another
priority is embracing and executing innovation. Last year, we were more trying
to identify the “where is the disruption within the marketplace within our
industry?” We think we’re beyond that. And so the priority for ’19 is to
really embrace it and execute on this innovation, really driving innovation as
a competitive advantage.
[
Another
priority is expanding the CLA brand. I know all of you, except for that just
joined in January, experienced really the rollout of the CLA brand. We want to
accelebrate that brand recognition. We all know there’s a tremendous ways we
can go in taking the CLA brand and taking not only the CLA logo which you see
all over the place but now the CLA symbol of the bicycle and taking that to
levels that none of us can really imagine at this point.
[
We
need to continue to leave that as a priority in
2019
and hopefully make great progress. And the seventh and final priority for 2019
is really what we hope just reinforces our foundation, and that’s continue to
think about security and quality in everything we do.
[
And
those two really are elevated to the same level, meaning security issues across
the firm, all those things we know of, of watching the fishing emails, watching
our computer security, watching just everything we do to make sure that we
remain secure within CLA for all of us as well as our clients. And then quality
I think we’ve done a tremendous job as a firm, elevating this quality. But we
have to continue to concentrate on that each and every day.
[
So
those seven priorities really can all be identified
as
ways that we can elevate and accelerate in 2019. And that is really what we’re
attempting to do. The theme of 2019 is to take this great year we had in 2018
and say, how can we make 2019 even a greater year?
And
that is by elevating and accelerating all of these priorities within CLA.
You’re gonna hear more about these priorities. There’s gonna be a lot of work
done on that, but just as a start in ’19, let’s think about the opportunity
season. Once again, spend some time with the CLA Promise report from 2018, and
really let’s all commit as the CLA family.
[
We
have the opportunity in 2019 to make this even
a
greater year than what we experienced in 2018. There should be nothing
preventing us within CLA from accomplishing this. But obviously it takes a lot
of hard work. It takes a lot of commitment, and it really just needs all of us
to say to one another, what can we individually do to impact that CLA family?
[
And
as I’ve said many, many times, don’t ever underestimate what you as an
individual can do and the impact that you can have on elevating and
accelerating CLA in 2019. Happy New Year to everyone, and I am extremely
excited about this year. I hope all of you are as well. Thank you, and have a
great day.
[music out]
-END-