This course blends two of the most important challenges facing every firm; developing a plan for the future and having the talent to implement it. We will discuss a process to develop the talent in your firm through mentoring.

Dr. Rex Gatto's practice, Gatto Associates, LLC (GA) has been dedicated to helping people in the workplace to enhance productivity through a better understanding of themselves. He has done extensive research in the area of individual working, thinking, personality, leadership, teamwork and communication styles and their impact on the working environment.

For more information see the course syllabus.

Who Should Attend

• Managers
• Partners
• Firm administrators
• All levels within a firm can participate

What You Learn

• What is mentoring - coaching
• Why CPA firms need a mentoring process
• Tools and skills to implement an effective mentoring process
• Assessments to identify what skills need to be developed by your mentee
• How to hold an effective meeting with mentees
• Outcomes from mentoring

Benefits of Attending

• Develop methods to coach and mentor people
• Create consistent language for developing people in your firm
• Know the talents and skills of your people, thereby knowing the future abilities within your firm
• Create a developmental timeline for your people in career progression

Program Level: Basic

Prerequisite: None

Advanced Preparation: It is suggested that you read sections of Mentoring Process for CPA/CAs Fourth Edition by Rex Gatto.

This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids. More information.

Cancel your registration at any time for a full refund.

All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or [email protected].