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.

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.
Learning Objectives: Enable managers and senior managers of CPA firms to continue developing the management and leadership skills necessary to be successful in their firms.
Prerequisites: 3 to 4+ years experience
Advanced Prep: None
Total Credits: 2
Credits: Business Mgmt/Organization (0.2), Personal Development (4.6), Communications/Marketing (1.2), Personnel/Human Resources (0.6)
Instructor: Steve Garrett