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

• 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.

• 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.