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The courage to say no: Why capacity management is for the brave

Managing your firm’s capacity and designing your entrepreneurial journey takes courage and skill.

In this webinar, Jason Blumer, CPA and Ian Vacin delved into chapter two of: Managing Capacity. Driving Productivity.

This section laid out the courage it takes to become an effective capacity planner, and why a brave leader has to pave the way and dare to manage capacity for themselves and their team members.

Jason and Ian explored:

  • Why leadership is required to become an expert capacity planner

  • How to say ‘yes’ and ‘no’ when it suits you (and your plan)

  • How to be intentional with your time

  • How planning your future affects yourself and those around you

Chances are that you struggle with saying no to clients, colleagues, and peers. But capacity management helps you prioritize your time, teaching you when to say yes and when to say no according to your plan.

Further resources

Download the presentation slides

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.

Jason Blumer, CPA
Founder and CEO, Thriveal CPA Network

Jason is the founder and CEO of Thriveal, a network to help entrepreneurial CPA firm owners connect, learn, and grow by providing them with a community, coaching, consulting, events and more. He is also the CEO of Blumer & Associates, CPAs, co-hosts two podcasts of his own, speaks and writes frequently for the financial and creative industries, and was named by Accounting Today as one of the Top 100 Most Influential People in Accounting.