Leadership Development
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 Meaning and Concepts Overview | Goal-Setting Best Practices | Time Management
Communication Essentials
Communication Styles: Yours and Others | Business Writing | The Power of Listening
Client Service
Understanding the Client Experience | Dining and Professional Etiquette | Providing Exceptional Client Service
Project Management
The Role of the Manager | Firm Economics | Planning and Organizing Projects
YEAR TWO
Advanced Client Service
Recovering from Client Service Failures | Networking and Business Development | Building Your Client Service Brand
Communication Situations
Presentation Skills | Managing Difficult Conversations
Team Building
Strengths-Based Leadership | Effective Delegation | Developing Successful Teams and Team Members
Capstone
Motivation and Influence | Awards and Celebration
Leadership Skills: Managers (Example Curriculum)
(6 – 12 years of experience)
YEAR ONE
Leadership Development Kick-off
Strengths Assessment | Goal-Setting
Communication Essentials
Executive Presence and Charisma | How to Give, Get, and Use Feedback
Time and Project Management
Balancing Team Player and Boundary Keeper | Delegation Best Practices| Project Ownership and Big Picture Thinking
Client Service Excellence
Revisiting the Client Experience | Recovering from Client Service Failures
Career and Firm Development
The Role of the Partner | CPA Firm Economics | Leading a Division/Department
YEAR TWO
Networking & Business Development
Getting Leads from Your Network | Marketing | Closing a Sale | Advanced CPA Firm Economics
Advanced Communication Situations
Presentation Skills | Managing Difficult Conversations
Team Building
Strengths-Based Leadership | Developing Successful Teams and Team Members | Mastering Meeting Facilitation | Evaluating and Remedying Blind Spots
Capstone
Motivation and Influence | Challenging Assumptions and Barriers to Change | 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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Ideal group size is 6 – 14 individuals that have a similar level of experience (within 3 years of each other for seniors, 5 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
Human Resources and Recruiting
Path to Partner | Recruiting, Internships & Onboarding Best Practices | Alignment and Accountability | Attracting and Retaining Talent
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
- 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 or three topics to create a full day of training.
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Options are available for off-the-shelf content targeted towards 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