Lotis Blue Consulting

04/28/2026

As organizations gain access to richer skills data, the question is no longer whether it matters, but how it should shape strategic workforce planning. At SIOP 2026, Aaron Sorensen PhD will take part in a discussion exploring whether the future of workforce planning is best understood as skills-based or skills-included. For those attending SIOP, we hope to see you there!

04/23/2026

As private equity activity continues to influence the accounting market, independent firms are assessing where to focus for long-term success. In Bloomberg Tax, Mark Masson outlines five practical ways firms can strengthen leadership, sharpen operations, and align incentives.

Opinion: Accounting firms that want to stay independent while taking on private equity investments risk their client base. Five ways independent firms can shore up their focus, operations, and incentives to compete with more heavily funded peers:

04/20/2026

AI is changing more than the tools organizations use. It is changing how work should be designed. As agentic AI takes on more coordination, analysis, and ex*****on, leaders will need to rethink operating models, decision rights, role design, and the way work moves across functions. The companies that pull ahead will not be the ones that simply layer AI onto existing processes, but the ones that redesign how the business runs. Our latest insight explores what that shift means in practice.
https://hubs.la/Q04cNDxG0

04/15/2026

New to this year’s Science of Staying: physician insights. The data show that physician commitment follows a different pattern than other clinical roles. More than half of the influence on physicians' stay-or-leave decisions comes from factors related to:

🩺 Autonomy in their practice of medicine, including the ability to use clinical discretion and access to equipment/supplies

⚖️ Rewards that feel fair, transparent, and aligned with their contribution

When physicians have the autonomy, resources, and fair rewards needed to do their work well, commitment follows.

Explore other physician insights, alongside findings for nurses, APPs, and other clinical roles, in the full report.

https://hubs.la/Q04c78rf0

04/09/2026

In a new piece for CPA Practice Advisor, Mark Masson explores how private equity is reshaping the accounting landscape and what that shift means for firm leaders thinking about growth, strategy, and ex*****on. It offers a thoughtful perspective on how firms can pursue growth while staying aligned around the client relationships and talent strategies that support it.

More than half of the largest 30 U.S. accounting firms have either sold an ownership stake or part of their business to private equity investors.

04/06/2026

Succession decisions shape the future of an organization, yet HR is often sidelined in the process. Without HR’s perspective, leadership choices risk being driven by instinct over insight, and short-term confidence over long-term fit. HR brings the data, context, and discipline needed to make these decisions with clarity. The question is whether organizations are fully leveraging it.
https://hubs.la/Q049CRpf0, Teams, & Talent&utm_content=04/06/2026 linkedin post

03/25/2026

A thoughtfully planned redesign can transform a sluggish, inflexible organization into one that is agile, responsive, and equipped to deliver exceptional value. While understanding the current state is important, avoid common pitfalls that can undermine the assessment and put strategic priorities at risk.

Corporate strategy needs to be central in your organization’s design. Learn how aligning structure with strategic goals allows for sustainable success.

03/23/2026

New coverage in Becker's highlights findings from The Science of Staying. The data show clinician retention is driven less by perks and more by the fundamentals of the work experience, including job stability, care environment, and opportunities for growth.

See the key insights shaping stay-or-quit decisions.

Clinician turnover is shaped less by perks and more by the fundamentals of how work feels day to day, according to a report from SullivanCotter and Lotis Blue.  The report found that decisions to stay or leave are driven primarily by organizational stability (24%) and the care environment (22%), fo...

03/19/2026

Health care leadership expectations are shifting fast. Clinical expertise and operational strength still matter, but they’re no longer enough on their own. Today’s leaders must drive change, build trust across disciplines, develop talent, and lead through uncertainty, all while staying grounded in mission and accountability.

That’s why leadership competency models are having a moment. When designed well (and actually used), they create a shared language for what great leadership looks like and make development and succession far more consistent.
https://hubs.la/Q046K3Pc0

03/17/2026

Private equity raises expectations fast. Growth targets climb, timelines tighten, and leadership teams operate under constant scrutiny.

In that environment, leadership dynamics become a decisive factor. Trust, candor, and decision discipline determine whether teams move quickly or stall.

This article explores how professional services firms can strengthen leadership dynamics under PE pressure.

Leadership under private equity reveals hidden challenges—reshaping decision-making, team dynamics, and accountability in high-pressure environments.

03/13/2026

New in Becker's Healthcare: Insights from The Science of Staying - our research with SullivanCotter finds physician retention is driven less by workload and more by autonomy, with clinical discretion ranking as the top factor influencing physicians’ decisions to stay.

See the key takeaways from the study.
https://hubs.la/Q046JzS40

03/06/2026

AI is accelerating change across how work gets done, how roles evolve, and which skills organizations need most. Many leaders are feeling the effects before fully understanding the cause. This infographic highlights the forces reshaping the workforce needs and why workforce planning is becoming a strategic priority.

Explore the forces reshaping work—AI, automation, and skills shifts—and learn why your workforce plan is more critical now than ever