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Women’s Leadership SummitJune 13, ,2019

Meydenbauer Center, Bellevue

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Women’s Leadership Summit June 13, 2019

THANK YOU FOR ATTENDING THE WOMEN’S LEADERSHIP SUMMIT!

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The Washington Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For information on WSCPA CPE policies, visit www.wscpa.org/cpe/cpe-policies or call 425.644.4800.

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Success Check-ins12 weekly Q&A sessions with Keita Williams

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June 18, 25

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Working in wine? Accounting for ale? Curious about cannabis? Get practical tools and make the connections you need to start working in these rapidly-growing industries!

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August 2, 2019Meydenbauer CenterBellevue, WA

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Courses OfferedFederal Tax ReviewAgriculture Tax UpdateThe State of State Taxes!Revenue Recognition ReconnaissanceHealthcare Accounting CheckupA CPA’s Guide to Avoiding TroubleSuccession PlanningAccounting & Auditing ReviewPeer Review UpdateStay Smart with Business IntelligenceTax Teaser from the Pacific Tax InstituteCost Segregation: An Underexplored OpportunityCOSO ReviewTechnology UpdateRisk Management StrategiesFASB FridayCybersecurity - Don’t Become a StatisticCommunity PropertyNew Year, New Auditing RulesForm 990 - A (Very) Brief OverviewPartnership ConcernsLast Minute Busy Season TipsOrganization for You and Your OrganizationNexus UpdateInternational Tax ReviewGASB GlimpseSocial Media: How to Market Yourself in a Digital AgeLeading the WayLegal Exposure in Your WorkplaceEconomic Update

Dates6.28.197.19.198.2.198.9.198.23.199.6.199.20.1910.4.1910.11.1910.18.1910.25.1911.1.1911.8.1911.15.1911.22.1912.6.1912.13.1912.20.191.10.201.17.201.24.202.7.202.21.203.6.203.20.204.3.204.17.205.1.205.15.205.29.20

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Dates and topics may be subject to change.

Webinar Series | Fridays, 12-1 PM

The Washington Society of CPAs is regis-tered with the National Association of State Boards of Accountancy (NASBA) as a spon-sor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For information on WSCPA CPE policies, visit www.wscpa.org/cpe/cpe-policies or call 425.644.4800.

Some relationships are just meant to be, like cedar plank salmon on a summer barbecue, or you and the WSCPA!

Remember all the amazing things you and the WSCPA can do together?

Advocacy

We ensure your voice is heard in an ever-changing legislative and regulatory environment, tipping the scales in your favor.

Our CPE courses keep you updated on developments affecting your work. When you’re part of our school, you never have to swim alone.

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You get the freshest catch of opportunities—new clients, contacts, or jobs—by networking with thousands of WSCPA professionals.

Community

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You and the WSCPA are a match made in heaven. Renew now and see where else we can go together!www.wscpa.org/salmon | 425.644.4800

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Member Exclusive CPE Series

Courses Offered

How to Support Corporate Sustainability

Marketing Yourself

Learning Techniques

Construction: Building a Profitable Plan

Ethical War Stories - What Would You Do?

WSCPA Year End Review

New Year, New Taxes

International Tax

SALT Review

Washington State Economic Update

Dates

7.10.19

8.28.19

9.11.19

10.9.19

11.13.19

12.11.19

1.25.20

2.12.20

4.19.20

5.17.20

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Free Webinar Series | Fridays, 12-1 PM

The Washington Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For information on WSCPA CPE policies, visit www.wscpa.org/cpe/cpe-policies or call 425.644.4800.

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SCHEDULE OF EVENTS

7:00-8:00 am Registration | materials distribution | continental breakfast 8:00-8:15 am Opening Remarks 8:15-9:30 am Leadership Isn’t Linear: 40 Years from PwC Audit Senior to

Advertising Agency CEO Betti Fujikado, CEO, Copacino+Fujikado

9:30-9:45 am Networking Break 9:45-10:45 am The Importance of Women at the Decision Making Table -

Panel Discussion Rachel Ross, CPA, Fluke Corporation, Moderator Carmen Aguiar, CPA, The Aguiar Group Carmen Best, Chief, Seattle Police Department Amy Efroymson, SPHR, SHRM-SCP, Sweeney Conrad PS Tiffany Harrison, CFO/Senior Dir. of Finance, Boeing Commercial AirplanesLaurie Tish, CPA, Moss Adams LLP

10:45-10:55 am Networking Break 10:55-11:45 am Tech Trends That Affect Us All

Amy Sample Ward, NTEN 11:45 am-12:45 pm Lunch

12:45-1:45 pm Knowing Your Why Jan Beckmann, Business Coach

1:45-155 pm Networking Break 1:55-2:55 pm Storytelling in Leadership: Deliver Impact, Define, and Develop

Your Culture Dan James, CIO, Story 19 Consulting

2:55-3:30 pm Networking Wine Break, Sponsors and Raffles 3:30-5:00 pm Putting the GO in Goal Setting

Keita Williams, Success Bully 5:00 pm Adjourn

5:00-6:30 pm Networking Reception


CONFERENCE PLANNING COMMITTEE

Jennifer Bowers, CPA, Starbucks Coffee Company Renee Buerstatte, CPA, Moss Adams LLP Deby MacLeod, CPA, Clark Nuber PS Miriam Krisher, CPA, Peterson Sullivan LLP Karissa Marker, CPA, KPMG LLP Amy O'Donnell, Keiretsu Forum Northwest Varonica Ragan, CPA, Moss Adams LLP Yvonne Chiau, CPA, PwC LLP Crystal Robson, CPA, Larson Gross PLLC Rachel Ross, CPA, Fluke Corporation Eleanor Siverts-Akerman, CPA, Hutchinson & Walter PLLC

Not-For-Profit & Health Care Conference November 15-16, 2018

Leadership Isn't Linear: 40 Years from PwC Audit Senior to Advertising Agency CEO

Betti Fujikado, CEO, Copacino+Fujikado

Leadership is a big responsibility in an ever-changing environment. Betti Fujikado, co-founder and CEO of advertising agency, Copacino+Fujikado, will challenge your view of your leadership skills and provide frameworks to look at your leadership approach. Takeaways from this session: understand who you are as a leader; find out what companies, staff and society expect from you; and identify the future of your leadership.

Betti Fujikado is co-founder and CEO of advertising agency, Copacino+Fujikado. With over 40 years of business experience in both private and public companies, Betti has held positions ranging from CFO to COO to CEO. Today, she combines real-world business experience with creative problem solving for clients like Holland America Line, Premera Blue Cross, Seattle Children’s, and The Wing Luke Museum (what else would you expect from someone who studied both Accounting and Art at the UW?). The granddaughter of Japanese immigrants and daughter of parents incarcerated during World War II at Camp Minidoka, Idaho, Betti is a voice for diversity in the Seattle advertising community, spearheading efforts to attract women in leadership positions and people of color into her industry. She has been a trustee of Western Washington University and currently a mentor for University of Washington MBA students. She has been recognized as a “Woman of Influence” by the Puget Sound Business Journal and recently recognized as one of 2018’s Outstanding 50 Asian Americans by the Asian American Business Development Center in New York.

TEL 425.644.4800 | www.wscpa.org | [email protected] 140th Ave NE | Bellevue, WA 98005-3480

NOTES


The Importance of Women at the Decision Making Table - Panel Discussion

Rachel Ross, CPA, Fluke Corporation, Moderator Carmen Aguiar, CPA, The Aguiar Group Carmen Best, Chief, Seattle Police Department Amy Efroymson, SPHR, SHRM-SCP, Sweeney Conrad PS Tiffany Harrison, CFO/Senior Dir. of Finance, Boeing Commercial AirplanesLaurie Tish, CPA, Moss Adams LLP

Traditionally, the majority of leadership and board appointments are made through informal networks that are especially hard for women to break into. Hear from the top women in leadership on how they raised their profiles, navigated the politics and pitfalls of corporate networks, and built the skills, knowledge, and relationships to bridge the gender gap and open doors.

Rachel Ross, CPA, is the Global Tax Director at Fluke Corporation in Everett, Washington. She leads the global tax execution and reporting responsibilities for all domestic and international planning, compliance and transfer pricing activity, while providing direction and guidance to the global finance and business leaders in all tax related matters. Prior to Fluke Corporation, she worked in public accounting for 13 years at Deloitte where she led premier engagements with large multinational companies in the financial services, food services, and technology industries. Rachel holds a Master of Professional Accounting degree in Taxation and a Bachelor’s degree in Business Administration – Accounting, both from the University of Washington. Rachel is a Certified Public Accountant since 2006 and a member of the American Institute of Certified Public Accountants (CPAs) and the Washington Society of CPAs (WSCPA). Rachel plays an active leadership role for the WSCPA Women’s Leadership Summit for over six years helping to plan events, identify quality speakers, generate sponsorship and promote participation. She is passionate about supporting the continued advancement of women in leadership roles.

Carmen Aguiar, CPA, CFP®, started a multilingual international boutique firm, The Aguiar Group Ltd, more than 20 years ago in Bellevue. The Aguiar Group Ltd serves multigenerational families and small businesses, providing tax, financial planning and business advisory services. She is alumni of Ernst & Young’s New York and Seattle offices. Carmen has a passion for board governance and has served on professional, not-for-profit, government and corporate boards. She holds the Fellowship designation from National Association of Corporate Directors. She currently serves on the CAMICO board, an insurance company for CPAs. She has served as Chairman of


several boards including Plaza Bank, a Seattle community Bank, now UBB, and WSCPA. Past involvement includes service on the boards of the Federal Home Loan Bank of Seattle, WSCPA, and the SBA National Advisory Committee. She is also past Treasurer of Bellevue Rotary Club and finance and governance advisor to the Bellevue Entrepreneur Center. She is past president of the East King County Estate Planning Council. Carmen has served on the governing council and several committees and special task forces of the AICPA. Carmen has received various professional awards, including Puget Sound Business Journal’s “40 Under 40” award, WSCPA President’s Award, WSCPA Vincent Gervais Public Service Award and the Bellevue Business and Professional Women’s Women of the Year. Carmen enjoys traveling and discovering new places with her husband Cesar and son Felipe.

Carmen Best assumed the role of Chief of Police of the Seattle Police Department on August 13, 2018. Chief Best has served with the Seattle Police Department for 26 years. Most recently, she served as Deputy Chief, overseeing the Patrol Operations, Investigations, and Special Operations Bureaus, as well as the Community Outreach section. Chief Best has completed the Senior Management Institute for Police, the FBI National Academy, and the Criminal Justice Executive Leadership Academy. In 2015, she received the "Newsmaker of the Year" award from the Seattle Black Press. In 2016, Chief Best completed the Major Cities Chiefs Association Police Executive Leadership Institute. She will receive her Master's in Criminal Justice Leadership from Northeastern University later this year. Chief Best is a member of the National Organization of Black Law Enforcement Executives (NOBLE), the National Latino Police Officers Association (NLPOA), the Law Enforcement Immigration Task Force (LEITF) and serves as the Chair of the Human and Civil Rights Committee (HCRC) for the International Association of Chiefs of Police (IACP). She is also on the Trustee Board for Lakeside School, the Visit Seattle Advisory Board and the National Law Enforcement Exploring Committee. Additionally, Chief Best serves on the IACP Board of Directors, as well as the Leadership Council Chair for the United Negro College Fund (UNCF) Seattle, and is also on the St. Jude Advisory Council for Seattle. In 2019, Chief Best was the recipient of the Vision from the Mountaintop Award from Urban Impact for her commitment to justice and community. Chief Best is married and has two adult daughters.


Amy Efroymson supports Avitus Group’s clients with full scope HR services including organizational assessments, employee relations, executive coaching, training development, and employee communications programs. Her work experience includes over 25 years in human resources services as a practitioner and consultant, with specific experience in health care, biotech/life sciences, apparel, distribution, and manufacturing industries. Prior to joining Avitus Group, Amy held positions as the human resources director for Seattle Children’s Hospital, the regional director of human resources for Cardinal Health, and she was an owner and senior consultant at HRnovations. Amy has a BA from Whitman College and earned the Senior Professional in Human Resources certification (SPHR) and the Senior Certified Professional designation with SHRM (SHRM-SCP).

Tiffany Harrison is the Chief Financial Officer for the 747 and 767 Programs within The Boeing Company’s Commercial Airplanes (BCA) division. Harrison was named to this position in November 2017. In this role, Harrison is responsible for Financial Planning, Financial Operations, and Estimating & Pricing for both programs. She is responsible for overall profitability, talent and financial management for the 767 and 747 airplane programs for The Boeing Company, Incorporated. Previously Harrison served as the chief financial officer for The Boeing Company’s Test & Evaluation (BT&E) division, part of the Engineering, Test & Technology organization. BT&E provides The Boeing Company with a wide range of technical services for laboratory and flight test operations, in support of validation and certification of Boeing commercial and defense aircraft and other products. Harrison was responsible for providing finance leadership and business management oversight to support the BT&E business strategy, developing long-range business plans, and monitoring program execution. Prior to that, she served in roles as CFO & director of Finance for The Boeing Company’s P-8 programs (US and India), Finance director for the Airborne Warning and Control System and Airborne Early Warning & Control fleets of the United States, NATO, Japan, France, Saudi Arabia, Turkey, Korea, U.K. and Australia. She has also held various finance senior management positions on the 787 Program in South Carolina, VC-25 (Air Force One) and VIP military derivative programs in Kansas, and served as a Corporate Auditor within Boeing’s Office of Internal Governance organization. Harrison began her career with The Boeing Company in 2001, as a Senior Strategic Analysis Specialist within Boeing’s Air Traffic Management (ATM) business unit. Before joining The Boeing Company, she served in several financial and marketing leadership positions at US Airways, Inc. Harrison currently serves as the Boeing executive sponsor for the National Association of Black Accountants (NABA), sits on NABA’s Corporate Advisory Board and also a NABA Lifetime member. A Danville, Virginia native, Harrison holds a Master’s in Business Administration from the University of Virginia's Darden School of Business, a Bachelor of Arts in Economics and a Bachelor of Arts in Sociology, also from the University of Virginia. Harrison enjoys volunteering, traveling, mentoring, and spending quality time with her husband, Jonathan.


Laurie Tish, CPA, is the national practice leader for government services for Moss Adams LLP and has a deep level of expertise in governmental accounting and auditing, municipal finance, regulatory accounting and reporting, and federal compliance audits. She also specializes in auditing and verifying corporate sustainability reports, including social and personnel matters, food and beverage supply chain and production, and greenhouse gas emissions. Laurie is a nationally recognized speaker on topics including corporate sustainability, government accounting and auditing standards, federal compliance, and corporate governance. Initially appointed by Governor Locke and then reappointed by Governor Gregoire, Laurie served four terms on the Washington State Board of Accountancy. She is also active in accounting regulatory activities at the national level, as the incoming Chair of the Board of Directors for the National Association of State Boards of Accountancy and as a past member of the AICPA Professional Ethics Executive Committee. Laurie has served on several WSCPA committees, including the Government Accounting and Auditing Committee and the Women’s Leadership Committee. Laurie also serves on several civic boards and she is a past recipient of the Washington Society of CPAs Lifetime Achievement Award. A Seattle native, Laurie graduated from the UW Foster School of Business with a concentration in accounting. She lives in Bellevue with her husband, Mick, and two children who are almost “out of the nest”.


NOTES


Tech Trends That Affect Us All

Amy Sample Ward, NTEN

Technology holds a key for connection, relationships, and even change. But it needs to be used with intention. Trends in technology today impact every sector, every region, and every community. Understand how technology can be used for positive impact in your life, in your organization, and for your goals.

Amy Sample Ward is an author, speaker, and trainer focused on leveraging technology for social change. Her second book, In 2013, she coauthored (with Allyson Kapin) Social Change Anytime Everywhere: How to implement online multichannel strategies to spark advocacy, raise money and engage your community, available from Wiley. She previously co-authored Social by Social: A practical guide to using new technologies to deliver social impact, and has contributed to various other publications about social media.


NOTES

Tech Trends That Affect Us AllA m y S a m p l e W a r d , N T E N

Amy Sample WardPronouns: she/her

CEO, NTEN@amyrsward @NTENorg

About NTEN

NTEN envisions a more just and engaged world where all nonprofits use technology skillfully and confidently to meet community needs and fulfill their

missions.

We support organizations by convening the nonprofit community, offering

professional credentials and training, and facilitating an open exchange of

ideas.

TREND:Digital Equity

Digital Divides

Location often determines access.

Digital Divides

Devices do determine access and use.

Digital Divides

Skills and knowledge do determine use.

Digital Divides

60 Million Americans do not have internet access at home.

Digital Divides

This means 21% of Washington.

Digital Divides

Internet is required for:✓ Job searching and applications✓ Healthcare registration & management✓ GED and continuing education✓ Civic participation

Digital Equity Inside Your Organization

Where do your staff work?

What devices do your staff use?


What do you need internet access for?


Digital Equity With Your Community

Community internet access


Community barriers to accessing organizations online


Why do your constituents need internet access to engage with

your organization?


What influenced your decision?

Adoption rate of online services/programs



Do you deliver digital literacy programs?


What factors could help you start?


Do you receive funding for this work?


What types of programs do you offer?

TREND: Fear of Technology

Cybersecurity

Cybersecurity

Cybersecurity

TREND: Technology Leadership

Technology Leadership



Do you include technology in your strategic plans?


Do tech-responsible staff participate in strategic and planning discussions?



Do you review how tech can strategically improve interactions with clients and

program effectiveness?

Technology should work for you.

Make Technology Work for You

✓ Understand the goals


✓ Understand the goals✓ Recognize intersections


✓ Understand the goals✓ Recognize intersections✓ Identify opportunities


✓ Understand the goals✓ Recognize intersections✓ Identify opportunities✓ Evaluate constantly

Thank you!

Photo credits: https://www.wocintechchat.com/

Follow up anytime:

Amy Sample [email protected]

NTEN.org


Knowing Your Why

Jan Beckman, Business Coach

Our lives often do not look like the lives we know we want. A life that is full of deep connection, vibrant health, meaningful work, and fun can sometimes seem impossible in the face of responsibilities and obligations. Learn how to tap into your individual reasons WHY things are important, and how to make the choices you want to live a fulfilling life and energize and lead others.

Jan Beckman blends her unique combination of humor, energy, and technical knowledge to provide powerful training classes and presentations that inspire people to make their organizations better. Based in St. Louis, after 20 years in the audit profession with Deloitte, Anheuser-Busch, ACL Services, and Brown Smith Wallace, she realized her favorite part of her career was mentoring and developing her employees and teaching classes. Combining her business and leadership skills with coach training, she developed and teaches classes with a realistic, fresh approach that inspire lasting change.


NOTES

ValuesActions

Current State in US

Employee engagement is 34%

61% are burned out

• 41% reduction in absenteeism

• 59% less turnover

Highly engaged teams are 21% more profitable.

Per 2018 Gallop results

• Disillusionment

• Distraction

•Quiet Despair

Mindset

•Wine & Coffee

•Netlfix & Ice Cream

Escape•Career

• Relationships

• Self

Stagnation

Life Without a Why

=

Copyright – 2018 – Jan Beckmann

Our Culture

Busy Important

Busy

?Retirement

Important=

=Copyright – 2018 – Jan Beckmann

“The purpose of life is a purpose.”- Robert Byrne

Power of Purpose

Clarity

•Clear mission

•Compelling goal

•Laser‐like focus

Find In Yourself

•Tap energy reserves

•Determination

•Courage

How to Find Your Why

Talent

Value

Passion

Skills

How to Find Your Why

• What would you love to do even if you don’t get paid?

• What did you love to do when you were a kid?

• What are you great at (and you can’t understand why others think it is hard?)

• What do you get fired up about?

• What are you telling yourself you shouldn’t do?

Reflection Questions

There is Only One

You

• Simple & clear

• Just one ‐ personal & professional

• Focus on impact

Personal Statement

• Tweak your goals

• Choose your priorities

• Manage your mindsetApplication

• Know their Why

• Role Model with communication

• Self‐CareLeadership

Put your Why into action

“Don’t ask yourself what the world needs;ask yourself what makes you come alive,

then go do that. What the world needs is people who have come alive.”

- Howard Thurman

Jan Beckmann, CPATra i n e r a nd L e ade r s h i p Coa ch

j a n@ j anbe c kmann . n e t | i n / j a nbe c kmann


Storytelling in Leadership: Deliver Impact, Define, and Develop Your Culture

Dan James, CIO, Shory 19 Consulting

Take an in-depth look at leadership styles, identifying leadership moments, and conveying meaning through storytelling. Gain a deeper understanding of: Embracing Your Leadership Style, Components of Healthy Leadership Communication, When to Seize a Leadership Moment, Definition of a Story and Audience Identification, and Village Mentality.

Dan James spent 16 years as the US Paralympic Coach for Wheelchair Tennis in the United States. He coached teams to 11 medals during his international career including 3 gold. During that time he utilized impactful communication to raise awareness, triple budget dollars, and integrate wheelchair tennis into the Grand Slams (US Open). He delivered keynote, workshop, and television presentations throughout the world. He is taking his experience as an elite coach and applying it to impactful communication through storytelling and relationship building. Story 19 Consulting, LLC, provides communication coaching individually, in a facilitated workshop, or as a keynote speaker. Through a process of self-assessment, building relationships within your communication sector, impact identification, and practice Story 19 can make you a more impactful storyteller and a better communicator.


NOTES

Former US Paralympic Tennis CoachFounder Story 19 Consulting

Storytelling in Leadership

Dan James

What Am I Now?

Lifetime Coach

What is Story 19?

It Starts With You

InfluencersResidueBravery

What Is Your Story?

What Is A Story

Redefining Storytelling In The Workplace

Personalizing Your Voice

•What is your leadership style?

Leadership Words

Function Relationship

Performance Coach Team Builders

Thoughtful Empathetic

Clear Honest

Impactful Collaborative

Visionary Inclusive

Smart Inspiring

Tactical Listener

Strategic Exemplary

Picture You at Your Best

You cannot be someone else.

Where are you at your most confident?

That person is an amazing leader.

Why Are We Leading?

Department SuccessVS

Personal Growth

The WhatVS

The So What

Creating Vehicles

• The “What” is the growth in ateam member’s job delivery.

• The “So What” is the impactit has on a team memberfor the rest of their life.

• Our vehicle to true impact ishow we lead the wholeindividual.

Ultimate Impact

Some time in the future your team is going to come to you and tell you how you impacted their life. Your ultimate impact is the story you hope they tell you on that day.

Ask Yourself

• What is your Ultimate Impact?

• What is your team’s Impact?

• Do you tell these stories?

IdentificationSolutions Not AnswersBrave Enough To Fail

Leadership Moments

Building Culture on Your Ultimate Impact

Your Culture Defines:• Behavior

• Communication

• Effort

• Measures of Success

• FUN!!!

What’s Your Culture?

All Stories Are Rooted

In Buy In

Storytelling

Does your story create a personal impact?

Does that impact create relationships?

Do relationships

lead to intended outcome?

Do you have a story folder?

Moving Forward

EMBRACE YOUR LEADERSHIP

STYLE

DEFINE YOUR ULTIMATE IMPACT

AND CULTURE

SEIZE LEADERSHIP MOMENTS

TELL YOUR STORY MAKE AN IMPACT

Story 19 [email protected]

Dan James

www.mystory19.com


Putting the GO in Goal Setting

Keita Williams, Success Bully

Modern notions suggest that it takes 21 days to create a new habit. Science has proven that it takes 33 to 66 days to develop a new habit and roughly 90 days before seeing marked results of those changes. This interactive 90-minute workshop is designed to help you create clarity and an action plan for the next 90 days. We’re hoping to develop habits that will set you up for a strong rest of the year. In the workshop, we will cover the 3S: SMART Goal setting, Simple tracking, and Structured Accountability. To make sure you have everything you need to accomplish your action plan, the workshop continues after the conference with virtual accountability office hours available with Success Bully Founder, Keita Williams, to help keep you on track. Plus, an exclusive complimentary webinar!

Keita Williams is the Founder and Chief Strategist of Success Bully. At the end of 2016, Keita dusted off her vision board and woefully looked at the goals that she had set for herself late in 2015. It was an eye-opening experience. Most areas remained unchanged and, in some cases, there was backward momentum. She found that this was also a recurring theme among her circle of influence. What could have been done differently? The answers were crystal clear—an actionable plan and some good old-fashioned accountability. From there, Success Bully was born. This rapidly growing practice includes four focus areas: 1:1 services, workshops, corporate trainings and content including the Success Bully Podcast and the Daily Butt Kicking video series on YouTube that features tips and intimate interviews with founders and business leaders. Keita is a proud Wildcat who holds a B.S. from Northwestern University in Communication Studies. For more information, check her out on successbully.com, @successbully on Instagram & Twitter and download her weekly Success Bully podcast on Apple Podcasts.


NOTES


A Success Bully Goal Setting Work It Shop

A Bit About Me…•I’m Keita Williams, Founder & Chief Strategist of Success Bully.•I’m not a life coach – I am a professional butt kicker.

*** Quick Commercial Break***

Success Bully is an elite accountability practice dedicated to high-performing, high-achieving women who are stuck. We develop

bespoke 90 Day Sprints to develop clarity and habits to achieve an audacious goal.

A Little Housekeeping:

•First and foremost, thank you for making time to invest in yourself.

• This is meant to be INTERACTIVE. Please feel free to ask questions or make spirited comments.

• Please make sure you have notebook and pen handy. The power of this exercise is in the writing.

`

What we will cover:

•Missteps •New Steps•The 3 “S”s

•S.M.A.R.Ter Goals•Simple Planning•Structured Accountability

“Your goals are the road maps that guide you and show you what’s possible

for your life.” -- Les Brown

Pulse Check + Pop Quiz

Quick Pulse Check

When it comes to my 2019 goals, I feel like:● I am totally crushing it and will exceed it!● I’m on target.● My goals are completely different today than at the

beginning of the year.● I didn’t even get close.

What has been holding you back?

● Not enough time.● Life threw me a curveball.● I am not sure where to start.● It’s all me. Just me.

Quick Pulse Check

At the end of the Women’s Leadership Summit, I feel like:● I am fired up and I want to tackle it all.● I have some actionable items that I am going to use.● I have a notebook full of great ideas, but I am not sure

where to start.● When’s dinner?

Pop Quiz…

• How long does it take to develop a new habit?• What is the truth about multi-tasking?• How likely are you to complete a goal when you are

accountable to someone else?• When is the best time to start working on a goal?

Pop Quiz: Answers• How long does it take to develop a new habit?

• 33 to 66 days• 90 days before you see results

• What is the truth about multi-tasking?• It is ineffective!

• How likely are you to complete a goal when you are accountable to someone else?• 95% more likely to complete a goal with an accountability

partner• When is the best time to start working on a goal?

• TODAY

Missteps

Missteps: Wishful Thinking

Wishes are…

A feeling for something not easily attainable.A desire or hope for something to happen.Void of strong action phrases or process assignment

Goals are…

Results driven Short-term successes that work toward your long-term vision Easily broken down into actionable steps

Missteps: Convoluted Roadmap

Missteps: Serendipitous Planning

• Win the lottery approach• A whole lot of busy, not a lot of

impact• Suspension of the space-time

continuum

New Steps

New Steps: Smart Goal Sniff Test

MEASURABLE ACHIEVABLE RELEVANTOR

REALIST IC

T IME-BOUND

What do I want to accomplish?

Can I measure it? Based on the rest of your life, can it be done?

Does this personally matter to me?

When can I feasibly have this completed?

Why do I need to prioritize this?

Will it increase or decrease?

How will you get it done?

Is it a priority? Am I willing to invest in it?

What can I complete in a month?

Who is involved? How will I know when it is complete?

Will it require additional resources?

Does it align with broader company goals?

What will it look like at the end of the quarter?

New Steps: Clear Pathways & Benchmarks• Fall in love with the process.• Break the goal down into

snackable pieces.• Create 3 finish lines before the

big finish line.

New Steps: Show & Tell• Show your progress to yourself

and others with a calendar.• Develop an easy-to-use tracking

system that is visible.• Get on board with

accountability.

Let’s Goal Set

“A goal properly set is halfway reached.” -- Zig Ziglar

4 Discovery Questions…

Discovery Question #1

Based on what you learned today, WHAT goal do you want to accomplish?• Be real with yourself.● Be descriptive.● Go from plural to singular.

Pro Tip…

• Write everything that comes to mind.• Put the laundry list of things you want to conquer away. • Pick the most impactful thing. • Focus on one area of all the many things you want.

Take a few moments...


WHEN do you want it by?

● Without a timestamp, what you have is a dream. Goals have an end date. Again, let’s be real.

● Truly large-scale vision will require longer than 90 days to accomplish.

● What does your life look like a year from now? Deadlines create urgency and immediacy.

Pause for reflection...


What are you willing to add or subtract from your life?

● Every big goal comes at a cost. There is a price tag that goes beyond what’s in your wallet.

● Consider it all. What are you going to release or add more of?● To make a change, you have to make a change.


Here are some suggestions:

● I will only check social media 3X a day.● I will go to bed earlier.● I will give up carbs.● I will schedule bi-weekly 1:1s with my team.

Pause to write it down…


What’s your WHY?

● Why is this important to you? Think long and hard. ● When it get tough, your WHY is your anchor. ● Here’s my why as an example:

○ “I want to make the success playbook accessible. With a friendly butt kicking, I can help transform the lives of many. It’s bigger than me. This gives me a sense of purpose and, more importantly, I get to do it my way.”


What’s your Why?

● Your Family● Your Health● You want to help amplify and promote other women● You want to build relationships across the organization to

maximize your impact

By Now… You should know what to do.

Let’s get S.M.A.R.Ter

S.M.A.R.T Goal Setting

Let’s get SMART(er)● Implement the SMART Goal practice.● SMART:

○ Specific and simple○ Measurable ○ Achievable ○ Realistic ○ Time-bound

● Get it down to one actionable sentence.

● Example: I will 5x my revenue by June 30th.

Pause to write a few drafts…

Simple Planning

Simple PlanningPinch Zoom● Data Dump.

● ZOOM IN!

● Get tighter. What do the next two weeks look like? If you really want to get fancy, what are you going to do TODAY.

Pause to write it down…

Plan to Track

Simple Tracking Tips:● You can’t show progress if you’re not tracking your progress.● WRITE IT ALL DOWN. ● Check your tracker like you wash your face. On a good day, you

should wash your face twice a day. At minimum, once a day.

Structured Accountability

Structured Accountability• Tips on action & accountability:

• Think in 90 day increments.• Have a set meeting schedule.• Share your goal and action plan with the group.• Stick to a very tight agenda in meetings – Yes or No.• Discuss challenges and recalibrate.• Set action items for the next check in.

Structured Accountability• Join us for accountability office hours:

• Make a decision.• It’s roughly 90 days (12 weeks).• We have 1 set live meeting time and one replay.• Add your goal and action plan to the online tracker.• Each week will include hot tips and action plan updates.• Discuss challenges and recalibrate.• Set action items for the next check in.

How do I sign up?

• www.successbully.com/track• Fill out the “Hell Yeah” form with your

contact info.• Enter your goal right NOW!• Expect an invite for our first call on

June 18th.

Grab your phone and do this:

???

You’ve Got This!

• Complimentary Kick A$$ Coaching Call with me

• 45 electrifying minutes to help refine your action plan

• Calendly.com/successbully

Annnnddd….I have a gift for you!

If you need daily Success Bully…

• www.successbully.com/homework• Email: [email protected]• Follow, Like & Share:

• Instagram: @successbully• Facebook: www.facebook.com/successbully• Twitters: @SuccessBully

• Check out my podcast on Apple Podcasts and my Daily Butt Kicking Video Series on YouTube

Recap

•Missteps •New Steps•The 3 “S”s

•S.M.A.R.Ter Goals•Simple Planning•Structured Accountability

Thank you for joining!


A Success Bully Goal Setting Work It Shop

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