2.0 Credits

Discuss 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 and 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 individual and group settings.

Helping the Firm Grow: This section covers 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. 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.


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

Major Topics

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


3 to 4+ years experience

Advanced Preparation

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This course will be facilitated as a small group (under 25), through Zoom, with participants across the country.

NASBA Sponsor #: 103010