Objectives
To enable managers and senior managers of CPA firms to continue developing management and leadership skills necessary to be successful in their firms. This 2-hour mini course is from our Level V course, which highlights 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.
Major Topics
Leading Others – Coaching & 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 both individual and group settings
Helping the Firm Grow
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
