Posted in: AG Leadership Program, Mark's Insights,

Welcome to the Allinial Global blog series! We thought it would be fitting to celebrate the start of this new venture by highlighting another important new beginning—the arrival of President and CEO Mark Koziel. In our first installment, Mark shares what he’s learned from his first 60 days at Allinial Global.

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It’s hard to believe I’ve already been with Allinial Global for 60 days! I spent my first few weeks getting to know the team and the systems within Allinial Global. I also took some time to introduce myself to the regional boards and answer questions before turning my attention to the member firms.

One goal I committed to in my first year was to reach out to EVERY firm for an open dialogue. Through these conversations, I am learning about the firms themselves and their relationship with Allinial Global—both what they like and what they feel we could improve upon. Here’s what I’ve learned thus far.

1. Allinial Global has really great firms. I can’t begin to tell you how great our firms are, in all regions. I’m impressed with the collegial atmosphere among members and the fact that our firms are all interested in each other’s success. There’s no doubt that many (probably all) firms really miss getting together live. Although we’ve supplemented with virtual events, there’s a strong desire to get back together in person. I hear you. I can’t wait either.

2. While the pandemic created new challenges, there’s been opportunity as well. Since the pandemic has me grounded, I’ve been lucky to meet with firms virtually, which allows me to meet more members sooner. And firms themselves are finding ways to create opportunities with each other. It may not be cross-border commerce during this time, but firms are supporting one other through regular virtual meetings and discussions about what they are doing to socially distance, open up, interact with clients, perform audits virtually, etc. Yes, commerce is important to the ROI of belonging to an association, but the ability for firm leaders to build relationships and get together quickly to help each other is priceless.

3. Being independent and knowing you can openly share with others is a differentiator. I can’t tell you the number of firms who have told me that this is a big value proposition of being in an independent association versus a network or a large firm-run alliance. I’ve had members who have worked for firms in large global networks talk about how impersonal the live meetings become and the fact that no one is as willing to share openly for fear that it could get to others. It’s much the same with large firm alliances where there could be confusion as to whether the firm is independent of that large firm or has to “depend” on it. At Allinial Global, we are locally independent and globally strong.

4. Firm size and geography will determine the need for resources. Not all firms are created equal. Therefore, not all resources delivered by Allinial Global will relate to all firms—though I will say that there’s plenty for everyone at various stages. The smaller the firm, the more need for ALL resources. But firms of all sizes in all regions can benefit from participation in Communities of Practice and other Allinial Global learning opportunities. We do have some work to do in building better. While feedback thus far has been generally positive, there is still room to improve, and we’ll be working on that over the next year.

5. The Allinial Global Leadership Program is second to none. It’s been amazing to see the number of comments about the leadership program. This is where networking began for many, and it created relationships that are lasting a lifetime.

6. It’s all about technology. As I speak to firms about needs, technology comes up constantly. What’s fascinating is how common the technology need is around the globe. The solutions may not all be the exact same provider, but the need and the use are generally similar. We’re working hard to understand who the top players are in each region and how best to curate technology to help member firms make informed decisions. I’ve been amazed at how tech savvy some of our firms already are. They are helping to lead the way and support the other firms as well.

7. Commerce is a verb, not a noun. While the dictionary may claim that commerce is a noun, it’s important to remember that commerce requires action and socialization. Those firms who have invested effort in socializing and getting to know their friends inside of Allinial Global have benefitted the most in referrals and commerce. More commerce happens than we even know about. That’s great! We are working on ways to capture that commerce to better understand how much is really out there. We are also working on guidance for firms to help them understand what good commerce can look like, along with tips on the best ways to engage in it.

Of course, there have been several other lessons learned, but these are the ones that stuck out the most to me. At this 60-day mark, I’m about a third of the way through meeting every firm, and I look forward to connecting with the rest of you and learning more. I’m so lucky to get to know and work with such a great group of firms. Your success is our success, and I can see many ways for us to grow together.

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We look forward to continuing this blog series with a new post every other week. We’ll see you again in two Wednesdays!

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Great summary and thanks for sharing. We are very excited to have you onboard and working on behalf of Allinial Global and our own firms.
Comment Author : Madelyn Hornstein - Date : 10/1/2020 10:08:58 AM

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