Leadership Development
Learn, Grow, Lead
Leadership Development Program
Develop and retain upcoming leaders in your organization with an engaging series of workshops and leadership experiences over the course of two years. Our goal is to help you create leaders who have what it takes to be highly successful in their role at your firm.
In addition to the Skills topics listed below, we:
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Bring in guest speakers from your organization.
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Read relevant books and articles.
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Learn from others through informational interviews.
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Take communication and strengths assessments.
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Participate in open forum sessions to discuss organizational topics and determine courses of action or projects to be taken on to lead the firm to a better place.
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Have an option for coaching/advising sessions between workshops.
Details
All of this combines to create an experience that keeps your top talent engaged and learning critical skills as they progress in their careers.
Leadership Skills: Senior Staff (Example Curriculum)
(2 – 6 years of experience)
YEAR ONE
Leadership Development Kick-Off
Leadership Styles | Professional and Dining Etiquette | CPA firm Economics & Industry Metrics | Big Picture Thinking or Business Writing
Communication Essentials
Executive Presence and Charisma | Understanding the Client Experience | Career Pathways and Partner Panel | Effective Meetings and Dialogue
YEAR TWO
People Development
Delegation Best Practices | Feedback: Give It, Get It, Use It | Role of the Manager (Panel) | Presentation Skills
Time Management and Business Development
Balancing Team Player and Boundary Keeper | Networking & Business Development | Motivation & Influence | Capstone Presentations | Awards and Celebration
Leadership Skills: Managers (Example Curriculum)
(6 – 12 years of experience)
Note: Manager curriculum can be dovetailed with topics above for individuals who did not participate in Senior Associate level Learn, Grow, Lead programming.
YEAR ONE
Advanced Team Development
Goal-Setting Best Practices | Advanced Feedback Scenarios and Practice | Alignment and Accountability
Career and Firm Development
The Role of the Partner (Panel) | Developing an Organizational Perspective | Evaluating and Remedying Blind Spots | CPA Industry Trends
YEAR TWO
Business Development & Profitability
Developing a Lead Generation Strategy | Engagement Economics for Profitability | The Art of Upfront Pricing | Better Presentations through Improv
Motivation and Influence
5 Keys to High-Performing Teams | Challenging Assumptions and Barriers to Change | Capstone Presentations | Awards and Celebration
More Details
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Our programs are customized to meet the emphasis and competencies most important to your firm. Different levels of customization are available.
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The ideal group size is 6 – 20 individuals who have a similar level of experience (within 3-4 years of each other for seniors, 5-10 years for managers).
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We typically meet twice per year for 1.5 days each time.
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A-la-Carte Workshops
Our customized, in-house workshops give your team an edge in the soft skills that all professional service providers need to lead a successful firm. The future of your organization is in the hands of your staff, and you need to make sure they have the people and team skills to continue your success.
Delivering Performance Feedback
Preparing for Challenging Conversations | Listening Before Sharing | Managing Emotions
How to Delegate Like a Boss
Delegation as a Process | Handing-off Work Correctly | Monitoring Progress | Micromanaging vs Undermanaging
Executive Presence and Charisma
The Behaviors Behind Charisma | Imposter Syndrome | Displaying Confidence with Clients and Prospects
Slide Deck Improv + Presentation Skills
Using Improv in Business Communication | Engaging Visuals | Storytelling | Live Practice | Learn more
CPA Firm Economics
How CPA Firms Work | Engagement Management for Profitability | CPA Firm Growth and Sustainability
Additional Workshops
- Delegation Best Practices
- Business Writing
- Understanding the Client Experience
- Alignment and Accountability
- Professional and Dining Etiquette
- Train the Trainer
Details
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Workshops can be held in lengths ranging from two to four hours. Our clients often combine two to four topics to create a full day of training.
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Options are available for off-the-shelf content tailored to your goals, or more significant customization adding in your firm’s values, branding, and examples.
Testimonials
“I find these writings extremely useful in my role as managing partner. I attend many PM seminars, read a lot of books on professional services, and listen to a lot of the top CPA firm consultants. The content in the books brings together in one place the best practices preached by all of these experts.”
Charles Postal, CPA, Managing Partner
PBMares (Santos Postal & Co., PC)
Rockville, Maryland