Nobody advances in tax, legal, or insurance work by being weak on the technical side. Being strong on it is the price of admission. Past a certain point, it stops being what decides who moves up. What decides it is harder to see. How you handle a client who is wrong. Whether the work keeps moving after you hand it off. Whether people bring you a problem early or after it has gone sideways. Nobody trains you on any of that, and nobody writes it down.
Reserve Your Spot
Presenters
Dr. David Arrington
Before launching his own firm, David spent over a decade in high-stakes leadership roles. This included managing North American recruiting for a global division that eventually sold for one billion dollars. During that time, he led teams of over 150 people. Those years taught him that people-centric leadership isn't just a nice idea, it's a competitive necessity.
Justin Elanjian
Tax Managing Director
Justin Elanjian is a highly accomplished Managing Director at Frost Law. With over 15 years of experience as a consultant and accountant, Justin brings a wealth of knowledge and expertise to the firm.
Justin specializes in working with businesses of all types and sizes on government program-related economic assistance, including the CARES Act and other pandemic-related relief including, but not limited to, the Employee Retention Credit (ERC) and the Paycheck Protection Program (PPP). Specifically, he works with businesses to obtain and retain COVID relief funds they’re entitled to.
About
Program Field of Study: Personal Development
Program Level: Basic
Who Should Attend: CPAs, Enrolled Agents, Attorneys, small business owners, tax preparers
Credits: 1 CPE
Advanced Preparation: Take the 10-minute self-assessment first, by Friday, October 23:
https://arringtoncoaching.com/vp-ready/?cohort=alfi-oct-2026
Prerequisite: None
Dr. David M. Arrington, Sr., author of Promotable, leads a session discussing why good people get passed over. It works whether you want the next title or you just want to be better at the parts of your job that already require you to lead. You will see the six areas those judgments run on. You will find out where you stand in each one. Then you pick the one you want to build, and practice the ask that gets you the work to build it on.
Disclaimer: Nobody rates you. Your results stay with you, not with your firm and not with ALFi. The session uses group averages only, no names and no rankings.
Agenda
Identify the six areas of professional judgment that influence who is considered for advancement beyond technical competence.
Assess their own current strengths and development gaps in each of the six areas.
Select one area for development and outline two specific actions to build it.
Apply communication techniques to request stretch assignments without appearing to campaign for promotion.