Level V: Advanced Management and Leadership Essentials

Overview

This 2-hour mini course is from our Level V course, which highlights leadership skills and situations that are common for managers and senior managers in CPA firms. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. Helping the Firm Grow - the three levels of helping the firm grow and how to involve the entire team in expanding services to existing clients and generating referrals to new clients. All of AHI’s courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom’s features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be “on screen” throughout the program) breakout rooms to ensure small group engagement and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course material.

Highlights

Leading Others Coaching & Developing Staff Building Leadership Communication Skills Helping the Firm Grow

Prerequisites

3 to 4+ years experience

Designed For

Experienced managers and senior managers in audit, tax, consulting, and accounting services. Directors and above who wish to build their leadership skills. Sole practitioners.

Objectives

Enable managers and senior managers of CPA firms to continue developing the management and leadership skills necessary to be successful in their firms.

Preparation

None

Notice

All materials will be available to download in advance and participants will receive an email two days prior to the course date. Materials will also be posted in the “My CPE” section of the NESCPA website.