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CPA Leadership Institute Webinar Series
July 9, 2014 |
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Want to attend?
Become a Professional Member today for only $199 and attend our webinars FREE. We also have affordable group plans.
Contact us today. |
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About
CPA Leadership Institute
CPA Leadership Institute has been helping CPA leaders run great firms for more than 10 years. CPALI provides many valuable tools, reports, webinars and other services to help you and your firm become knowledge leaders.
Click here for details or to join!
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CPE Entitlement and Cancellation
Participants are entitled to 2 CPE credits. View our CPE credit policy.
Cancel your registration at any time prior to the webinar for a full refund.
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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On The Web
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Setting Partner Expectations to Drive Performance
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
This program will develop understanding of the importance of “ownership” in driving firm initiatives forward, gaining insight on the “link” between written partner role descriptions and execution of your firm's strategy, getting better and more effective at partner goal setting, and a “return and report” process to support achievement of agreed upon goals and strategies
 Presenter, Jack Lee, is a CPA, who prior to joining ConvergenceCoaching LLC was a partner with Deloitte with over 28 years experience in client service, management, people development, and strategic business development.
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Cost & Registration
To register, select the date by your membership level.
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Program Information
Who Should Attend
- Partners, including managing partners, service line leaders, and the "line" partners, firm administrators and HR professionals
Learning Objectives
- Gaining clarity about which partners are responsible for each functional area and other aspects of the firm
- Developing or refining "one-size-fits-one" partner role definitions
- Creating partner goals that will drive current production or future capacity (or both) against your unified plan
- Establishing return and report mechanisms to ensure progress against agreed upon goals
- We'll explore methods for establishing performance expectations for all partners in your firm and thereby increasing productivity-and results
Program Level: Basic
Prerequisite:None
Field of Study: Business Management and Organization
Advanced Preparation: None
This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids.
Recommended Reading
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CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. |
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©2014 CPA Leadership Institute, 300 North LaSalle Street, Suite 4925, Chicago, IL 60654
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by Gundry and LaMantia