Success Leaves Clues: Exploring Next Practices of Extraordinary Firms: Replacing the Annual Performance Appraisal Ritual Webcast | 4173411A

Date :
January 23, 2018 10:00 AM - 12:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00
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Most organizations and employees are dissatisfied with the performance appraisal process. So, the process remains a curiosity why this methodology continues to exist. Performance appraisals don’t drive careers; they are an incidental effect of other dynamic systems. In essence, appraisals are the paper-shuffling ritual that sanctifies decisions already made.

Materials are provided as an ebook for this course.


  • Identify why it’s a legal myth that performance appraisals protect you from litigation or in court.
  • Determine why appraisals instinctively focuses on weaknesses, not strengths.
  • Recognize why “annual” is far too long to evaluate and provide feedback to knowledge workers.

Major Subjects:

Examples of effective replacements to the annual performance appraisal:

  • Peter Drucker’s Manager’s Letter
  • After Action Reviews
  • Key Predictive Indicators

Advanced Prep:


Misc. Information:

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Level of Difficulty:
Field of Interest:
Business Management and Organization


Designed For:

CPAs in public practice, industry, government and Human Resources professionals searching for more effective processes to increase the performance of human capital.


Ronald Joseph Baker

Ronald J. Baker is the founder of VeraSage Institute, dedicated to teaching value pricing to professionals and bettering the professions, and a radio talk-show host on the show, The Soul of Enterprise: Business in the Knowledge Economy. He has been an instructor for the CalCPA Education Foundation since 1995, teaching 15 courses, and is the best-selling author of six books, including The Firm of the Future, Pricing on Purpose, Measure What Matters to Customers, Implementing Value Pricing, Mind Over Matter, and The Soul of Enterprise: Dialogues on Business in the Knowledge Economy.

Baker has toured the world, spreading his value-pricing message to over 150,000 professionals. He has been appointed to the AICPA Group of One Hundred; named to Accounting Today’s Top 100 Most Influential People in Accounting list in 2001-2007 and 2011-2016, and voted number six, nine and three on its Top 10 Most Influential People in Accounting list in 2012-16; selected as one of LinkedIn’s 150 Influencers, with over 220,000 followers; and received the 2003 Award for Instructor Excellence from the CalCPA Education Foundation.

Daniel D. Morris, CPA
Daniel D. Morris, CPA, is a founder of the VeraSage Institute, a think tank dedicated to teaching value pricing to professionals around the world. He is a frequent speaker at CPA events and conferences, and a consultant to CPA firms on implementing total quality service and value pricing. He has been an instructor with the CalCPA Education Foundation since 1998, and has written over a dozen courses for them. Morris presents frequently at national and regional conferences, including the Professional Pricing Society, the AICPA, and the Association of Accounting Marketing Executives.
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