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 using a cohort-based apporach to learning delivered with deep industry expertise.

In addition to the Skills topics listed below, we:

  • Bring in guest speakers from your organization.

  • Read relevant books and articles.

  • Learn from others through informational interviews.

  • Take communication and strengths assessments.

  • 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.

  • 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.

Work with us

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

  • Our programs are customized to meet the emphasis and competencies most important to your firm. Different levels of customization are available.

  • 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).

  • We typically meet twice per year for 1.5 days each time.

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