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.

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.

COST & REGISTRATION

Subscribers to CPA Leadership Report:

Webinar cost $176 - Click here to register

Not a subscriber to CPA Leadership Report:
Register at the following fee and receive a free one year subscription to CPA Leadership Report:

Webinar cost $340 - Click here to register

All registrations include a copy of Smart Managers FAQ and supplemental leadership material by Rex Gatto.

PLEASE NOTE: You will receive the book on time if you register by 12:00 noon EST on October 8th .  After October 8th, 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.

If you have a firmwide subscription to CPA Leadership Report, members of your firm can attend for as little as $143 per person. For details, please email Stephanie Klug at [email protected].

TESTIMONIALS

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.  —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.

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.

For our webinar policy click here.

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].