Level V: Advanced Management and Leadership Essentials - Overview
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(Check-In 1:45pm EST)
Virtual
2.00 Credits
Member Price $109.00
Non-Member Price $189.00
Overview
You could pay $0 for this course!
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. 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. All of AHI's courses rely heavily on participant interaction and 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.
This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-9414. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.
Highlights
Leading Others Coaching & Developing Staff Building Leadership Communication Skills Helping the Firm Grow
Prerequisites
3 to 4+ years experience
Designed For
Experienced managers and senior managers in audit, tax, consulting, and accounting services. Directors and above who wish to build their leadership skills. Sole practitioners.
Objectives
Enable managers and senior managers of CPA firms to continue developing the management and leadership skills necessary to be successful in their firms.
Preparation
None
Leader(s):
Leader Bios
Steve Garrett, AHI Associates
Steve is an independent consultant providing contract training services in the areas of financial auditing, supervisory skills, career planning and leadership development. He resides in Chicago. After obtaining his graduate degree in Human Resource Management from Indiana University in 1986, he served for two years as Professional Recruiting Coordinator for the Amoco Corporation Controller’s Department in Chicago. Steve also spent four years on the audit staff of a national CPA firm in Cleveland, Ohio. His undergraduate degree is in Accounting from Miami University in Oxford, Ohio.
Non-Member Price $189.00
Member Price $109.00