A (first) year to remember

October 09, 2018 : Mary Ann Luther

From the first day of kindergarten to the first birthday, first car, first anniversary and first time filing taxes, life is full of firsts.

In that spirit, H&R Block president and CEO Jeff Jones chatted about his first year at the helm (he officially joined Block on this day last year). While this is far from his first job, having 365 days in the rear view is still a milestone worth marking even as the CEO.

And, within that milestone, Jones says there have been so many great moments and learnings. Among the best, he notes: Spending time with H&R Block co-founder Henry Bloch and gaining a strong sense of the company’s history and purpose.

Those one-on-one chats – as well as countless conversations Jones had with associates and franchisees in a (seemingly non-stop) nationwide tour during his first six months – helped to solidify the company’s new growth strategy introduced this summer.

In talking with teams on the front lines of client service, “it was all about ‘customers’ and ‘help’ and ‘being of service to our communities,’” says Jones. “Almost no one was talking about ‘taxes.’”

Hear more of Jones’ insights as he looks back on his first year and ahead to the future (even sharing his own “first-day experience” with new Block associates Cameron Weaver and Linda Defeo who just happened to be grabbing lunch on their first day with the company).

Related Resources

H&R Block names Jamil Khan as chief strategy & development officer

Jamil Khan, chief strategy & development officer, will help develop strategic initiatives, identify growth opportunities and ensure value for stakeholders.

H&R Block to invest in Kansas City startup community through KCRise Fund II

Learn about H&R Block’s commitment to the Kansas City startup community and its $2 million investment in a venture capital fund for the city’s startups.

New and rising talent to advance H&R Block’s transformation strategy

Learn more about the 10 new H&R Block executives who were either hired or promoted this year. H&R Block focuses on elevating talented leaders to build an exciting future for the company.

Henry Bloch Client Service Award winners continue founder’s legacy

Twenty-four frontline associates – both company and franchise – bring home coveted Henry W. Bloch Excellence in Client Service (HBCS) Awards.

Mary Ann Luther

Mary Ann Luther

Contributor

How taxes affect everyday life is one of Mary Ann Luther’s favorite subjects. But medicine, insurance, engineering and education are right up there. She’s covered them all as a writer and/or editor for The Daily Oklahoman, Oklahoma TODAY magazine, GEICO and The Catholic University of America, and as a freelancer for many more. Luther earned a bachelor’s degree in journalism from University of Missouri-Columbia. Go, Tigers!

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