Skip to main content

Advanced Management and Leadership Essentials (VIRTUAL SEMINAR)

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

Add to Calendar

Webinar

123 Webinar Way
Webinar, IA 00000

Get Directions

16.00 Credits

Member Price $665.00

Non-Member Price $765.00

Overview

 

Highlights

  • 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
      approaches
    -The Technical Professional's Role in Closing Sales – finding high skill/high comfort ways to aid in direct business development
      activities within the firm.

Prerequisites

Five+ years of experience

Designed For

CPAs in public accounting

Objectives

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

Notice

  • 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, kshields@iacpa.org 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