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ABOUT THE PROGRAM
This webinar series, presented by Rex Gatto, will help new (soon to be, or within the last three years) CPA partners enhance their leadership and communication effectiveness. Participants will learn to achieve their professional and personal goals through giving staff feedback, strategic planning, and making effective decisions.
For a detailed description of the Webinar, please click here.
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Who Should Attend
New Partners and Experienced Managers (soon to be partners)
What You Learn
- Your style and characteristics as a leader
- Your style and characteristics as a communicator
- How to design an effective business strategic plan
- How to effectively give feedback so it is accepted and used as a developmental tool
- Understanding and implementing a process to make desired decisions
Benefits of Attending
- Maximize the value you bring as a leader to the firm
- Learn how to effectively create a realistic future for your firm
- Learn how to make informed decisions to help your firm grow
- Identify your strengths and areas for development as a firm leader
- Receive a one-year complimentary subscription to CPA Leadership Report valued at $164.
No advance preparation is required.
Prerequisite - none
This is a group Internet-based offering. The instructional method will be lecture with active group participation and will use visual aids. |
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COST |
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If you are not yet subscribed, the fee is $340 for the entire,
4-session webinar. This includes a copy of Smart Managers FAQ and supplemental leadership material by Rex Gatto, and a one-year subscription to CPA Leadership Report. To receive your free subscription and enroll, please click here.
For subscribers to CPA Leadership Report, the fee is $176.
This fee covers the entire, 4-session webinar and includes a copy of Smart Managers FAQ and supplemental leadership material by Rex Gatto. To enroll, please click here.
PLEASE NOTE: You will receive the book on time if you register by 12:00 noon EST on November 29th . After November 29th, we will ship the book ASAP so you will receive the book for the second session. If you do not receive your book on time you can follow along with the PowerPoint presentation.
Optional 360° Anatomy of a CPA Feedback Report and a one-on-one conference call with Rex Gatto to review your report for only $395. The Anatomy of a CPA Report gives feedback on 17 performance dimensions specifically designed for CPA leaders. This is an upward (subordinates) and peer feedback process that includes a narrative section so respondents can write comments indicating the person's strengths and areas needed for improvement. Respondents who report to the partner as well as other partners can give the participating partner feedback. This report can be used for career development or as a tool to help the participants better understand how others perceive them. This is usually an internal document given to staff, managers, administrative assistants, and partners; occasionally it is given to key clients to give feedback as well.
For information about group pricing as low as $143 per person, please email Stephanie Klug at [email protected] |
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TESTIMONIALS |
| 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
 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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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.
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SESSION SCHEDULE:
All webinars start at 12:00 EDT
and end at 1:30 EDT |
| December |
5 |
Leadership role of a partner |
| December |
11 |
Clearly communicating your message as a partner |
| December |
18 |
Effectively giving staff, other partners and clients feedback |
| January |
8 |
Designing a strategic plan for the firm or your niche |
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 7 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].
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