31st March 2016
Client care was top of the agenda as several member firms from MGI UK & Ireland took part in the area's second SWAT professional skills training group.
Held last month the morning session looked at client care with presentations and discussions covering everything from the service features that clients find important to which clients to engage with. This was a good break in session enabling members the chance to gain confidence in the group and share their views.
After lunch, the topic moved onto personal effectiveness, formerly best known as time management. Judith Fogarty, the SWAT course facilitator, offered guidance on best practice, while attendees drew on their experiences to share among the group.
Learnings to take back to the office
Members were encouraged to record three action points from both the client care session in the morning and personal effectiveness session in the afternoon to then follow up with back at the office. As part of the process, Judith is to follow up with a coaching call to each of the members in attendance in April or May to find out their progress.
In the evening, the group met for social activities, including dinner, to provide an important networking opportunity for delegates to get to know one another better.
Member presentations, ideas & discussion
The following day, each member made a presentation to the group about their firm and the roles they perform within it. Where there were firms with multiple members in attendance, they grouped together and presented collectively, resulting in some very good presentations. This led to much discussion about effective management approaches, how to engineer change and ensure that good things happen within a firm.
Paul Winder, MGI UK and Ireland area coordinator, then took the stage to deliver a short presentation about MGI itself. This covered the organisation’s history; opportunities to develop a wider peer group; and the support offered by MGI members to help fulfil client needs for professional services around the world.
The plan is for a total of nine days to be clocked up as a group over the next three years with the next meeting scheduled for 8 July 2016.
Thank you to those MGI UK & Ireland members who attended:
Jennifer Bowie, Freda Akram and Sandra Robinson of Watson Buckle Accountants
Matt Jevons of Muras Baker Jones
Louise Bryan, Melanie Deacon and Gaynor Goldswain from Seymour Taylor
Hayley Jones from Rickard Luckin Limited
MGI UK & Ireland is part of MGI Worldwide at Top 20 ranked international accounting network with some 5,000 independent auditors, accountants and tax experts in over 250 locations worldwide.