Dealing with Underperforming Employees

Overview

Technical expertise alone doesn’t create high-performing finance teams. In this session, Joe Witte of Velocity Advisory Group introduces the Birds Model, a practical framework that helps accounting and finance professionals understand how behavior influences communication, decision-making, and performance under pressure. Through four simple archetypes’eagle, parrot, dove, and owl’participants learn how to adapt their approach to reduce friction, improve collaboration, and balance accuracy with efficiency in today’s fast-paced accounting environment.

Highlights

• Goals
• Sources of performance deviations
• Successful interventions

Designed For

Managers.

Objectives

• Determine how to pinpoint the root cause of performance problems.
• Identify when and how to intervene.
• Recognize how to use progressive interventions.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.