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Looking for some advice on the following - I want to make a pivot back to client services, specifically advisory/consulting/transaction services. I have 4 years public accounting experience, and 3.5 years manager experience within the corporate controllership function, both technical and SEC reporting related (more technical than SEC). What roles would I be a fit for? Public experience includes tax and audit. EY PwC KPMG Deloitte
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I've found these 6 tips helpful in the meetings that I've led for my team. There's also some sample agendas here. I find that creating an agenda is essential to running a good meeting. https://www.hugo.team/blog/weekly-team-meeting-tips-agenda-templates
This! I asked for ownership of our weekly calendar invitation so that I could edit the agenda and write down anything I was hoping to talk about during the meeting. So my manager could see it in advance and prepare. I think she appreciated this.
You can actually listen to their concerns first and take some notes. It's okay if you have nothing to say for now. But make sure you can offer solutions the next time you have a discussion.
I would talk about any issues I'm having with clients/customers, really just anything I could use help with. Sometimes I get more serious and asked for feedback about how I can improve. Sometimes we just chat the whole time and get to know each other better - still beneficial.
We usually discuss things around 2 axis - our quarterly/yearly goals and daily activities. Quarterly/ Yearly Goals - We have a shared doc that lists our goals, the steps to achieve them, and the timeline to complete them. We discuss the status of the tasks, problems we faced or are facing, and also if there need to be any changes in our approach. Daily Activities - This involves updates on key conversations that I'm having with customers. These could be contract-related, product adoption, use cases that we haven't encountered before, upselling into the company, and much more.