|
ABOUT THE PROGRAM
The benefits of mentoring: developing leaders, creating a succession plan, retaining and developing people within the firm, and ensuring firm growth.
For a detailed description of the Webinar, please click here.
|
|
Who Should Attend
Managers who want to develop, coach, and mentor staff; and partners who want to mentor and coach managers and principals. The idea is to develop leaders through mentoring as a cascading effect in the firm. All levels within a firm can participate.
What You Learn
- What is mentoring - coaching
- Why CPA firms need a mentoring process
- Implementing a mentoring process
- Tools to be an effective mentor
- Assessments to identify what skills need to be developed by your mentee
- How to hold an effective meeting with mentees
- Skills needed to be a mentor
- 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
- Receive a complimentary copy of Rex Gatto's Book, "Mentoring Process for CPAs"
- Receive a one-year complimentary subscription to CPA Leadership Report valued at $164.
No advance preparation is required. You will learn the skills to be a successful mentor and/or mentee... yes, you can be both!
Prerequisite - none
This is a group Internet-based offering. The instructional method will be lecture with active group participation and will use visual aids. |
|
COST |
|
Please register before May 6th to ensure receipt of your book as you will have to read chapter 1 prior to the first session on May 13th.
If you are not yet subscribed, the fee is $340. This includes a one-year subscription to CPA Leadership Report and a copy of Rex Gatto's Book, "Mentoring Process for CPAs," which will be used during the webinar. To receive your free subscription and enroll, please click here.
For subscribers to CPA Leadership Report, the fee is $176. To enroll, please click here.
For information about group pricing as low as $133 per person, please email Stephanie Klug at [email protected] |
|
TESTIMONIALS |
| Great class and very important growth-stage discussions for current firm success and succession! —Robert Sachs, Chief Operating Officer, Dalby, Wendland & Co., P.C.
Like most firms, our partners each have their own personality styles, strengths and weaknesses. Occasionally, these differences cause conflict among the partners that, if not properly addressed, can have destructive consequences. Rex did a masterful job of helping us to better understand one another, and to unite us toward a very compelling vision for the future of our firm. —Mark Ellsworth, Managing Partner, Cain Ellsworth & Co., LLP
Rex was extremely effective in getting our 22 partners to participate in the discussions in an open and candid manner. In addition, he demonstrated his flexibility as a facilitator by deviating from the planned meeting agenda when the group discussions moved in multiple directions. This flexibility enhanced discussions on important points in our planning process that may otherwise have gone unrecognized. —Edward Buchanan IV, CPA, Managing Member, Smith Elliott Kearns & Company, LLC
| |
|
Rex Gatto
 Dr. Gatto has presented for many professional organizations and received a commendation from the American Society of Training and Development as a dynamic and thought-provoking speaker. He has developed customized training workshops for many Corporate 500 companies, CPA firms, hospitals, small businesses, universities and colleges, and has trained and facilitated all positional levels of business people.
www.rexgatto.com
[email protected] |
SESSION SCHEDULE:
All sessions start at 12:00 ET
and end at 1:15 ET |
| May |
13 |
Introducing the Concepts of Mentoring to lead your firm to success |
| May |
27 |
Assessing Your Mentoring Skills |
| June |
3 |
Tools for Mentoring |
| June |
17 |
Developmental Feedback and Creating a Succession Plan |
ABOUT CPA LEADERSHIP INSTITUTE:
CPA Leadership Institute publishes CPA Leadership Report, the monthly review of the best articles on leadership and management in the accounting press. The monthly articles and the vast archives help CPAs in planning, decision making, and growth. For sample issues please visit www.cpaleadership.com.
CPE & Participation Hours Entitlement
Participants are entitled to 6 CPE credits. For more information, please click here.
Refunds will be issued to participants, less a $75 cancellation fee, provided they cancel prior to the day of the event. All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or [email protected].
 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.
| |
