Course Details

This highly interactive session is designed to help accountants set clearer, more effective professional and business goals. With growing client expectations, shifting regulations, and increasing pressure on practice performance, having a structured approach to planning is essential. In this workshop, delegates will be guided through proven goal-setting frameworks that support better decision making, improved prioritisation, and stronger outcomes for both their practice and their clients. Attendees should bring a pen and paper, as this will be a hands on session where they will leave with real, usable plans.


Tom Dalton will cover the following topics during this webinar: 

  • Understanding the difference between strategic goals and day-to-day tasks
  • How to create goals that are measurable, motivating, and realistic
  • Frameworks for prioritising workload and aligning goals to business purpose
  • Techniques for staying accountable and maintaining momentum throughout the year
  • Guided goal-setting exercises to produce a personalised action plan

 

By attending this session, you will be able to set clearer, more achievable goals that support your professional development and business growth. You will gain practical tools to help prioritise your time, maintain focus, and turn intentions into results. You will leave the session with a structured, written goal plan you can begin implementing immediately.

 

This session will be of interest to accountants, bookkeepers, practice managers, financial advisers, team leaders, and any professionals looking to enhance productivity and performance through effective goal setting.

 

Course Level: Intermediate

CPD Course Speaker

StriveHQ

Tom Dalton

Tom is a Performance & Leadership Coach and Keynote Speaker who empowers professionals and teams to unlock their full potential and achieve extraordinary results. As the founder of Strive, an Irish corporate wellbeing company, he brings a fresh, practical approach to personal wellbeing, team collaboration and mindset mastery. Tom has worked with a diverse range of organisations including Meta, Salesforce, HubSpot, Sky, LastPass, and EY, guiding both C-suite executives and emerging talents toward meaningful growth. His engaging keynotes on optimising human energy, enhancing team performance and creating cultures of innovation offer audiences valuable insights they can immediately put into practice. With expertise developed through coaching C-suite executives and emerging talents alike, Tom serves as a strategic partner dedicated to equipping individuals and teams with the tools they need to excel in self-management, amplify personal energy and drive efficiency. He always delivers with an authentic touch that goes beyond typical corporate approaches.