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Becoming a Firm Leader

As an aspiring leader at a small- or medium-sized firm, we know you need to make the most of your limited professional development time. This customized CPE package will help you elevate your skills as a leader.


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Level I

Designed for young CPAs who are new or aspiring managers. This interactive series will help you identify and cultivate the skills you need to lead a team successfully.

Note: The Level I Becoming a Firm Leader courses are not sold individually or separately. Registration limit is 25 participants.

CPE Package Details

Earn your digital "Firm Leadership" badge by completing the following coursework:


Thrive: Personally Succeeding

10/16/20  |  8:30 a.m. - 4:45 p.m.
Create a personal plan and develop the individual skills that set you on the road to success.


Results: Get the Outcomes You Desire

10/26/20  |  8:30 a.m. - 2:15 p.m.
Get desired actions from team members, coworkers, bosses and clients.


Synergy: Creating Winning Teams

11/2/20/20  |  8:30 a.m. - 2:15 p.m.
Develop management skills that develop your people, give you more time and deliver great results for clients.


Collective: Leveraging External Relationships

11/17/20  |  8:30 a.m. - 2:15 p.m.
Use relationships outside of the office to bring more value to your career and organization.

Discounted Package Price: $899
CPE: 24 hours


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Level II

Designed for senior managers or new partners. These courses will help you refine your “big picture” responsibilities including strategy, practice management, internal controls and organizational communications.

CPE Package Details

Earn your digital "Firm Leadership" badge by completing the following coursework:

 

Small Firm Summit

8/19-20/20  |  8:30 a.m. - 12:10 p.m. ET  |  CPE: 8
Stay up-to-speed on trending topics and connect with fellow CPAs at firms with one to three partners.

Advanced Excel Data Magic: Managing, Analyzing & Reporting

9/28/20  |  8:30 a.m. - 4:30 p.m. ET  |  CPE: 8
Cultivate management skills that develop your people, free up your time and deliver great results for clients.

Ethics & Professional Conduct: Updates & Practical Applications

12/14/20  |  1 - 4:30 p.m. ET  |  CPE: 4
Brush up on the AICPA Code of Conduct, including the conceptual framework and independence provisions for nonattest services and other critical matters.

Ongoing
CPA Excellence: Communication Strategy
Explore the communication cycle, patterns and channels, understand the importance of knowing your audience, and how to use and ask "open questions."

Ongoing
CPA Excellence: Leadership vs. Management
Discuss the differences between management and leadership, determine what it means for someone to lead even if they're not in management, and apply these ideas to a case study.

Discounted Package Price: $899
CPE: 24 hours


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