|
ATTEND ALL WEBINARS FREE WITH
|
 |
|
July 12, 2016: 1 - 2:40pm ET
Setting Partner Expectations to Drive Performance |
 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. |
|
Who Should Attend
|
Learning Objectives
|
|
| Partners, including managing partners, service line leaders, and the "line" partners, firm administrators and HR professionals | Gain clarity about which partners are responsible for each functional area and other aspects of the firm
Learn to develop or refine the "one-size-fits-one" partner role definitions Learn to create partner goals that will drive current production or future capacity (or both) against your unified plan Learn to establish return and report mechanisms to ensure progress against agreed upon goals Explore methods for establishing performance expectations for all partners in your firm and thereby increasing productivity-and results |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 2 Field of Study: Business Management and Organization Prerequisite: None Program Level: Basic Advanced Preparation: None Cancel at any time for a full refund. |
|
|
Cost and Registration
(Click your membership level to register.) |
|
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
|
 |
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. |