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Management and Leadership Essentials (VIRTUAL SEMINAR)

Monday, November 14 9:00am - Thursday, November 17 3:00pm

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Webinar

123 Webinar Way
Webinar, IA 00000

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24.00 Credits

Member Price $785.00

Non-Member Price $885.00

Overview

 

Highlights

Expectations of the supervisor: Participants develop an understanding of the criteria for performance of supervisory personnel in CPA firms and learn why supervisors must perform significantly different functions than less experienced staff. Participants' attitudes about their changing role in the firm are discussed, leading to an analysis of the supervisory function
Managing self and priorities: Participants are introduced to techniques that are designed to help them balance their life and work. Self-tests are used so that participants can determine how they currently use their time, their delegation ability, and their work/life balance. Exercises and cases illustrate and provide hands-on application for such activities as goal setting, prioritizing, organizing the work space, limiting interruptions, learning to delegate, and utilizing assistants' time efficiently.
Improving Communications Skills: Participants are introduced to techniques that are designed to help them balance their life and work. Self-tests are used so that participants can determine how they currently use their time, their delegation ability, and their work/life balance. Exercises and cases illustrate and provide hands-on application for such activities as goal setting, prioritizing, organizing the work space, limiting interruptions, learning to delegate, and utilizing assistants' time efficiently.
Human Motivation: The purpose of this discussion is to help participants understand their own, as well as other people's needs, as a way to accomplish their goals and those of the firm. Participants learn about and obtain practice in applying basic motivational techniques. Significant time is spent discussing motivating younger staff and the supervisor's role in helping their firms retain higher-quality staff. Self-tests are included so participants can identify managerial styles as well as potential for change. Cases are used to relate skills to practical situations including supervising assistants, dealing with partners, and resolving conflicts.
Supervising, Evaluating and Coaching Staff: This discussion focuses on the supervisory skills needed for proper delegation to assistants, effective on-the-job training, meaningful performance appraisals, and effective staff coaching. This section addresses the reasons for the many differences in assistants and how to deal effectively with staff with different needs. Skills are practiced during in-class exercises using case studies and role plays that emphasize difficulties public accountants face in supervising assistants.
Helping Your Organization Grow: This discussion begins by emphasizing three ways organizations grow: keeping existing clients satisfied, expanding services to existing clients, and getting referrals from clients and contacts. Cases and discussion are used to show participants ways to help their company or firm grow. Participants are encouraged to learn how to effectively market these services to existing and prospective clients.

Prerequisites

Three to four+ years of experience

Designed For

CPAs with 3 to 4+ years experience.

Objectives

To help more experienced staff develop the nontechnical skills needed to make their firm more profitable by improving their ability to manage multiple engagements, communicate with staff, partners, and clients and recognize and deliver value-added services

Notice

  • Reliable internet access, a webcam and microphone is needed to participate in group discussions during this learning experience. A second monitor or device is highly recommended for ease of completing case materials.
  • Contact Katie Shields, kshields@iacpa.org to learn about discounts available for 2 or more attendees from the same organization.
  • Note: This seminar is only available via live webcast

Leader(s):

  • Steven Garrett

Non-Member Price $885.00

Member Price $785.00