AHI Supervisory Staff Training Level IV: Management & Leadership Essentials 2021

Monday, October 25 8:00am - Wednesday, October 27 1:15pm

(Check-In 8:00am)

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24.00 Credits

Member Price $509.00

Price will increase by $35 on 10/18

Non-Member Price $634.00

Price will increase by $35 on 10/18


There is always room for improvement, and the final course in the AHI Staff Training series is for supervisors who wish to work on management skills. You can go from skilled technician to well-rounded business manager by cultivating your communication skills, improving supervisory abilities, utilizing and appraising staff and becoming more accomplished at maintaining client relationships. Topics covered include: motivation, engagement planning, staff supervision, business consulting services, time management and billing and collections. You will learn to effectively and efficiently manage engagement responsibilities, discover ways to help grow the firm and find out what is expected of you as a supervisor, while improving your communications skills.


Expectations of the supervisor 
Participants develop an understanding of the criteria for performance of supervisory personnel in CPA firms and learn why supervisors must perform significantly different functions than less experienced staff. Participants’ attitudes about their changing role in the firm are discussed, leading to an analysis of the supervisory function.

Managing Self and Priorities
Participants are introduced to techniques that are designed to help them function better as supervisors. Self-tests are used so that participants can determine how they currently use their time, how effectively they delegate, and their ability to achieve work/life balance. Exercises and cases illustrate and provide hands-on application for such activities as goal setting, prioritizing, organizing the work space, limiting interruptions, learning to delegate, and utilizing assistants’ time efficiently.

Improving Communication Skills
Cases and exercises are used to help participants learn the different ways supervisors communicate and how to be more effective communicators. For example, two-way communication, developing good listening habits, non-verbal communication, and acting as a role model are all explored.

Human Motivation
The purpose of this session is to help participants understand their own and other people’s needs to accomplish their goals and those of the firm. Participants learn about and obtain practice in applying basic motivational techniques.  Significant time is spent discussing motivating younger staff and the supervisor’s role in helping their firms retain higher-quality staff. Self-assessments are included so that participants can identify managerial styles as well as potential for change. Cases are used to relate skills to practical situations including supervising assistants, dealing with partners and clients, and resolving conflicts.

Supervising, Evaluating and Coaching Staff
This session focuses on the supervisory skills needed for proper delegation to assistants, effective on-the-job training, meaningful performance appraisals, and effective staff coaching. This section addresses the reasons for the many differences in assistants and how to deal effectively with staff with different needs. Skills are practiced during in-class exercises using case studies and role plays that emphasize difficulties public accountants face in supervising assistants.

Helping Your CPA Firm Grow
This session begins by discussing how CPA firms grow with emphasis on three ways: keeping existing clients satisfied, expanding services to existing clients, and new business development through referrals from clients and contacts. Cases and discussion are used to show participants ways to help their firms grow. Primary emphasis is put on bridging the gap between present and future roles. Participants develop significant knowledge of the types of business advice that clients expect from career professionals in public accounting and are encouraged how to effectively market these services to existing and prospective clients.

Designed For

Staff members with three or more years in public accounting, who have had significant responsibility in dealing with assistants, clients and partners in auditing and accounting, tax or business consulting service areas.


To help more experienced staff develop the nontechnical skills needed to make their firm more profitable by improving their ability to profitably manage multiple engagements, communicate with staff, partners, clients and recognize and deliver value-added services.
Note: This course is 18 hours live instruction and 6 hours self-study.


Participants will be requested to complete a 6-hour self-study module before the first day of course. Details to be sent out prior to the course.

Be prepared with a calculator.


By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.



Carol Borsum


Carol Borsum, CPA, received her BA and MBA from Michigan State University in 1985. She spent eight years on the audit staff of a large regional CPA firm in Michigan.

Since leaving public accounting Carol has been active in the profession working as a technical writer and editor with Al Arens. Carol has been extensively involved in the revisions of Arens’ best selling auditing textbook as well as AHI Associates Semi-Senior, Beginning-In-Charge and Supervisory Staff Training courses.

When she is not working with Al and AHI, Carol is the busy mother of two young children. She enjoys choral singing, water aerobics, and spending time with friends and family.

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Non-Member Price $634.00

Member Price $509.00