As the founder and President of Agility Advisors, LLC, Lauren�s passion is in working with public accounting firms to tackle three of the greatest obstacles facing the profession: (1) developing the next generation of firm leaders, (2) preparing for transition and succession, and (3) creating purposeful, sustainable growth.Lauren�s specific expertise at an organizational level is in working with mid-sized and large public accounting firms to: develop and retain talented accounting professionals, construct and optimize client service plans, facilitate strategic planning, and to form, implement and execute business development and growth strategies.Lauren�s specific expertise at an individual level is in: providing client relationship, leadership and professional skills coaching to ignite a leadership revolution across the industry and to facilitate the evolution of well-rounded and progressive firm leaders.Prior to founding Agility, Advisors, LLC, Lauren served Sageworks, Inc. as the Director of ProfitCents Professional Services (PPS), a team of specialized coaches and consultants. During this time, Lauren also led the Advisory Services � Partnership Firms Group at Sageworks, Inc., overseeing a team of consultants responsible for working with the company�s Top 100 CPA firm clients and assisting the company�s Product and Finance Teams in the development of new and innovative solutions for addressing the rapidly changing needs and professional standards of the accounting industry.A frequent speaker and guest author, Lauren has developed the curriculum for many NASBA accredited Continuing Professional Education [CPE] courses and has taught over 5,000 hours of in-person and web-based CPE courses to individual accounting firms as well as to groups of accounting professionals during industry conferences.Lauren regularly leads forums and focus groups within accounting associations and between firms of similar size and scope to facilitate the exchange of ideas and best practices across the industry.
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Independent and authoritative analysis and perspective for the banking industry