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Advanced Management and Leadership Essentials (VIRTUAL SEMINAR)

Monday, December 12 9:00am - Thursday, December 15 1:00pm

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123 Webinar Way
Webinar, IA 00000

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16.00 Credits

Member Price $665.00

Non-Member Price $765.00




  • What is expected of the manager and senior manager?
    -Characteristics of a Successful Engagement – What messages do you get from your firm?  What do Managers need to do to balance
      their focus on all the characteristics?
    -The Manager & Senior Manager roles in the firm – How do they compare to the Senior/Supervisor's role?  The importance of
      "ownership" for Managers.
  • Managing self and priorities
    -The big-picture view of prioritizing – revisiting the Covey Activity Matrix (from AHI's Level IV course)
    -The ongoing daily approach to meeting priorities – the Allen "Getting Things Done" System
    -Productive, non-billable time needs in the firm – determining your most valuable niches for Involvement now and in the future
    -Managing your reputation and career prospects – identifying your career success routes, enlisting Mentors & Feedback Allies, and
      building your Development Plan
  • Building Leadership Communication Skills
    Influence without authority-using influence skills to build productivity with partners, clients and staff
    -Empowering meeting leadership and facilitation skills
  • Leading others-coaching and developing staff
    -On-the-Job Coaching & Development – using a coaching approach to build performance and engagement
    -Performance Feedback & the Art of Delivering it – feedback model and practice for using within on-the-job coaching
    -Delegating for Development versus for Results – distinguishing between delegation approaches covered in AHI Level IV program
    -Career Advising & Mentoring Others – skills for holding career conversations and mentoring others' development in the firm
    -Team Building for Managers & Senior Managers – assessing current team functioning and identifying strategies for productively
      bringing engagement teams together
  • Helping your organization grow
    -Revisiting Three Levels of Firm Growth (from AHI's Level IV course) – the manager's role
    -Expanding Services to Existing Clients – identifying the stages of business relationship development, tactics for building Trusted
     Advisor status with current clients, and ways to convert that status into new business opportunities
    -Adding New Clients through Referrals – assessing your current networking skills & comfort level; building effective new
    -The Technical Professional's Role in Closing Sales – finding high skill/high comfort ways to aid in direct business development
      activities within the firm.


Five+ years of experience

Designed For

CPAs in public accounting


To enable managers and senior managers to continue developing management and leadership skills necessary to be successful in their organizations.


  • This course will be held from 9 a.m. to 1 p.m. CST each day
  • 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, to learn about discounts available for 2 or more attendees from the same organization.
  • Note: This course is only available via live webcast

Non-Member Price $765.00

Member Price $665.00