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 CLApodcast created to share what guides every decision we make and everyrelationship we cultivate.[Denny: Hello, CLA family.This is Denny coming to you at the beginning of 2019. I hope everyone had somegreat time at the end of 2018 to relax, enjoy some time with your family andfriends, and really anopportunity to sit back and hopefully appreciate the incredible great year thatCLA had in 2018.[Iwant to again thank all of you for the efforts that were put in to make this agreat firm, and not only great results but really moving the culture of CLA andthe CLA family. I also want to look at 2019 and update you on some of thewonderful things that are happening here very soon. Probably within the nextday or so you will be receiving — our clients will be receiving and our alumniwill be receiving — our CLA Promise Report for 2018.[Reallyrecapping all of the tremendous things that had happened in 2018 and also thelook ahead at 2019. Pleaseread that if you would. Watch some of the embedded videos. It’s anopportunity, I think, to get better informed as to what has truly happenedwithin CLA and better prepare all of you to not only speak with your clientsbut speak with the people in your communities and also our people across the country.[Soplease 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 withthe summer at CLA and we headed into the promise season, and now in January of ‘19we’re headed into our opportunity season. What does that really mean? It’sreally an opportunity season — one for all of us, our people — it’s reallydesigned to be a very inspirational season.[Itis called opportunity season because we want to reflect on what opportunitiescould be available forreally your inspired careers. You know, every time we have anopportunity to do more for our clients, more service opportunities, that shouldtranslate directly into your inspired careers and building opportunities forthat. So we hope that thatclearly happens during opportunity season.[Whatabout for our clients? Well, what we’re really gonna be looking at inopportunity season for our clients is really an idea that we’re not doneserving our client until the opportunity is found. In other words, in everycompliance, even if it’s beyond compliance opportunity we have to serve, we’regonna be looking as whereis that opportunity, and have we found that opportunity for our client?[Weserve over 150,000 clients, so that’s 150,000 opportunities that we should becreating during this season. And then of course continued focus on ourcommunities, not only through the CLA foundation, which I hope gets kicked offto a very fast start in 2019, but also what we’re going to be doing is kickingoff really the start of CLA social responsibility.[We’re gonna be putting togethera group as one of the priorities for 2019, a group to develop a very formalsocial 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 socialresponsibility? Where do we stand on it? What can we all get behind as a CLAfamily regarding that responsibility?[SoI mentioned, not only in the CLA Promise Report, but also one of the prioritiesfor 2019, being aroundcreating opportunities for our communities, that gets into reallyengaging this family to elevate our social impact or that socialresponsibility. The leaders of CLA also came together later in ‘18 and developed the rest of thepriorities for 2019.[Thereare seven of them altogether. I just mentioned one, creating the opportunitiesfor our communities. There’s also gonna be the repeated priority from ‘18 aboutcreating opportunities for our clients. That needs to be repeated, becausereally advancing the seamless experience for our clients is still somethingthat we have not accomplished to the level that I believe we can do within CLA.[Ithink our opportunities in advancing our seamless capabilities is absolutelyendless. And there’s still too many examples across the country, too many examplesacross our industries, where we’re really not, I would say, accomplishing thatto the level that we could. We had the great results, but the opportunity inthis area, again, is endless. So that remains an opportunity.[Alsoanother one that’s really carried over from ‘18 is creating opportunities forour people. Inspirecareers for today and tomorrow. I think the area that we need to makethe most progress in ‘19 and why this remains a priority is our coaching. Ithink this is the area that probably has the most opportunity for us.[Allof us as coaches throughout the CLA family, really picking it up, reallycommitting ourselves to be the best coaches we can be for our people and reallymaking sure that this inspired careers concept is something that happens foreveryone within CLA. Another one is the one firm; work as one family. I thinkagain as we sit here in January, we also want to welcome our new friends inWisconsin that have just joined us.[AndI think this is an area that really pertains to them, probably as much if notmore than the rest of the country, because they’re new and sticking together asone firm, figuring out how to deliver all of the capability of CLAs to thosenew 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 thefirm that we stick together as one firm in 2019 and beyond.[Anotherpriority is embracing and executing innovation. Last year, we were more tryingto identify the “where is the disruption within the marketplace within ourindustry?” We think we’re beyond that. And so the priority for ‘19 is to reallyembrace it and execute on this innovation, really driving innovation as acompetitive advantage.[Anotherpriority is expanding the CLA brand. I know all of you, except for that justjoined in January, experienced really the rollout of the CLA brand. We want toaccelebrate that brand recognition. We all know there’s a tremendous ways wecan go in taking the CLA brand and taking not only the CLA logo which you seeall over the place but now the CLA symbol of the bicycle and taking that tolevels that none of us can really imagine at this point.[Weneed to continue to leave that as a priority in 2019 and hopefully make greatprogress. And the seventh and final priority for 2019 is really what we hopejust reinforces our foundation, and that’s continue to think about security andquality in everything we do.[Andthose two really are elevated to the same level, meaning security issues acrossthe firm, all those things we know of, of watching the phishing emails,watching our computer security, watching just everything we do to make surethat we remain secure within CLA for all of us as well as our clients. And thenquality 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.[Sothose seven priorities really can all be identified as ways that we can elevateand accelerate in 2019. And that is really what we’re attempting to do. Thetheme of 2019 is to take this great year we had in 2018 and say, how can wemake 2019 even a greater year?Andthat is by elevating and accelerating all of these priorities within CLA. You’regonna hear more about these priorities. There’s gonna be a lot of work done onthat, 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 reallylet’s all commit as the CLA family.[Wehave the opportunity in 2019 to make this even a greater year than what weexperienced in 2018. There should be nothing preventing us within CLA from accomplishingthis. 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 weindividually do to impact that CLA family?[Andas I’ve said many, many times, don’t ever underestimate what you as anindividual can do and the impact that you can have on elevating andaccelerating CLA in 2019. Happy New Year to everyone, and I am extremelyexcited about this year. I hope all of you are as well. Thank you, and have a greatday.[musicout]-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 somegreat time at the end of 2018 to relax, enjoy some time with your family andfriends, and really an opportunity to sit back and hopefully appreciate theincredible great year that CLA had in 2018.[Iwant to again thank all of you for the efforts that were put in to make this agreat firm, and not only great results but really moving the culture of CLA andthe CLA family. I also want to look at 2019 and update you on some of thewonderful things that are happening here very soon. Probably within the nextday or so you will be receiving–our clients will be receiving and our alumniwill be receiving–our CLA Promise Report for 2018.[Reallyrecapping all of the tremendous things that had happened in 2018 and also thelook ahead at 2019. Please read that if you would. Watch some of the embeddedvideos. It’s an opportunity, I think, to get better informed as to what hastruly happened within CLA and better prepare all of you to not only speak withyour clients but speak with the people in your communities and also our peopleacross the country.[Soplease 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 withthe 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’sreally an opportunity season–one for all of us, our people–it’s reallydesigned to be a very inspirational season.[Itis called opportunity season because we want to reflect on what opportunitiescould be available for really your inspired careers. You know, every time wehave an opportunity to do more for our clients, more service opportunities,that should translate directly into your inspired careers and buildingopportunities for that. So we hope that that clearly happens during opportunityseason.[Whatabout for our clients? Well, what we’re really gonna be looking at inopportunity season for our clients is really an idea that we’re not doneserving our client until the opportunity is found. In other words, in everycompliance, even if it’s beyond compliance opportunity we have to serve, we’regonna be looking as where is that opportunity, and have we found thatopportunity for our client?[Weserve over 150,000 clients, so that’s 150,000 opportunities that we should becreating during this season. And then of course continued focus on ourcommunities, not only through the CLA foundation, which I hope gets kicked offto a very fast start in 2019, but also what we’re going to be doing is kickingoff really the start of CLA social responsibility.[We’regonna be putting together a group as one of the priorities for 2019, a group todevelop a very formal social responsibility–for right now let’s call it adocument, a statement. We’ll develop this in 2019 to really help us all focuson what is CLA’s social responsibility? Where do we stand on it? What can weall get behind as a CLA family regarding that responsibility?[SoI mentioned, not only in the CLA Promise Report, but also one of the prioritiesfor 2019, being around creating opportunities for our communities, that getsinto really engaging this family to elevate our social impact or that socialresponsibility. The leaders of CLA also came together later in ’18 anddeveloped the rest of the priorities for 2019.[Thereare seven of them altogether. I just mentioned one, creating the opportunitiesfor our communities. There’s also gonna be the repeated priority from ’18 aboutcreating opportunities for our clients. That needs to be repeated, becausereally advancing the seamless experience for our clients is still somethingthat we have not accomplished to the level that I believe we can do within CLA.[Ithink our opportunities in advancing our seamless capabilities is absolutelyendless. And there’s still too many examples across the country, too manyexamples across our industries, where we’re really not, I would say,accomplishing that to the level that we could. We had the great results, butthe opportunity in this area, again, is endless. So that remains anopportunity.[Alsoanother one that’s really carried over from ’18 is creating opportunities forour people. Inspire careers for today and tomorrow. I think the area that weneed to make the most progress in ’19 and why this remains a priority is ourcoaching. I think this is the area that probably has the most opportunity forus.[Allof us as coaches throughout the CLA family, really picking it up, reallycommitting ourselves to be the best coaches we can be for our people and reallymaking sure that this inspired careers concept is something that happens foreveryone within CLA. Another one is the one firm; work as one family. I thinkagain as we sit here in January, we also want to welcome our new friends inWisconsin that have just joined us.[AndI think this is an area that really pertains to them, probably as much if notmore than the rest of the country, because they’re new and sticking together asone firm, figuring out how to deliver all of the capability of CLAs to thosenew 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 thefirm that we stick together as one firm in 2019 and beyond.[Anotherpriority is embracing and executing innovation. Last year, we were more tryingto identify the “where is the disruption within the marketplace within ourindustry?” We think we’re beyond that. And so the priority for ’19 is toreally embrace it and execute on this innovation, really driving innovation asa competitive advantage.[Anotherpriority is expanding the CLA brand. I know all of you, except for that justjoined in January, experienced really the rollout of the CLA brand. We want toaccelebrate that brand recognition. We all know there’s a tremendous ways wecan go in taking the CLA brand and taking not only the CLA logo which you seeall over the place but now the CLA symbol of the bicycle and taking that tolevels that none of us can really imagine at this point.[Weneed to continue to leave that as a priority in2019and hopefully make great progress. And the seventh and final priority for 2019is really what we hope just reinforces our foundation, and that’s continue tothink about security and quality in everything we do.[Andthose two really are elevated to the same level, meaning security issues acrossthe firm, all those things we know of, of watching the fishing emails, watchingour computer security, watching just everything we do to make sure that weremain secure within CLA for all of us as well as our clients. And then qualityI think we’ve done a tremendous job as a firm, elevating this quality. But wehave to continue to concentrate on that each and every day.[Sothose seven priorities really can all be identifiedasways that we can elevate and accelerate in 2019. And that is really what we’reattempting to do. The theme of 2019 is to take this great year we had in 2018and say, how can we make 2019 even a greater year?Andthat 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 workdone on that, but just as a start in ’19, let’s think about the opportunityseason. Once again, spend some time with the CLA Promise report from 2018, andreally let’s all commit as the CLA family.[Wehave the opportunity in 2019 to make this evenagreater year than what we experienced in 2018. There should be nothingpreventing us within CLA from accomplishing this. But obviously it takes a lotof hard work. It takes a lot of commitment, and it really just needs all of usto say to one another, what can we individually do to impact that CLA family?[Andas I’ve said many, many times, don’t ever underestimate what you as anindividual can do and the impact that you can have on elevating andaccelerating CLA in 2019. Happy New Year to everyone, and I am extremelyexcited about this year. I hope all of you are as well. Thank you, and have agreat day.[music out]-END-

