AHI Supervisory Plus Staff Training Level V: Advanced Management and Leadership Essentials 2021

Monday, November 1 8:00am - Wednesday, November 3 12:45pm

(Check-In 8:00am)

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16.00 Credits

Member Price $444.00

Price will increase by $35 on 10/25

Non-Member Price $569.00

Price will increase by $35 on 10/25


This program is built as a next-stage learning program beyond the nontechnical people management skills covered in AHI’s first-level Management and Leadership Essentials course.


What is Expected of the Manager?
• Characteristics of a Successful Project – What messages do you get from your organization? What do managers need to do to balance their focus on all the characteristics of a successful project? 
• The Manager Role in an Organization – How does the manager role compare to a lower level supervisor role? The importance of “ownership” for managers.

Managing Self and Priorities:
Part I:
• The big-picture view of prioritizing – revisiting the Covey Activity Matrix (from AHI’s Level IV course) 
• The ongoing daily approach to meeting priorities – the Allen “Getting Things Done” System
Part II 
• Productive, non-billable time needs in the firm – determining your most valuable niches for Involvement now and in the future 
• Managing your reputation and career prospects – identifying your career success routes, enlisting Mentors & Feedback Allies, and building your Development Plan 

Building Leadership Communication Skills:
Part I
• Influence without Authority – using influence skills to build productivity with partners, clients & staff 
Part II
• Empowering Meeting Leadership & Facilitation Skills 
• Managing Gender Communication Differences – to enhance colleague relationships and assist with building firm retention & engagement

Leading Others – Coaching and Developing Staff:
Part I
• On-the-Job Coaching & Development – using a coaching approach to build performance and engagement 
• Performance Feedback & the Art of Delivering it – feedback model and practice for using within on-the-job coaching 
• Delegating for Development versus for Results – distinguishing between delegation approaches covered in AHI Level IV program
Part II
• Career Advising & Mentoring Others – skills for holding career conversations and mentoring others’ development in the firm 
• Team Building for Managers & Senior Managers – assessing current team functioning and identifying strategies for productively bringing engagement teams together

Helping the Firm Grow:
Part I
• Revisiting Three Levels of Firm Growth (from AHI’s Level IV course) – the manager’s role 
• Expanding Services to Existing Clients – identifying the stages of business relationship development, tactics for building Trusted Advisor status with current clients, and ways to convert that status into new business opportunities
Part II
• Adding New Clients through Referrals – assessing your current networking skills & comfort level; building effective new approaches 
• The Technical Professional’s Role in Closing Sales – finding high skill/high comfort ways to aid in direct business development activities within the firm

Speaker:  Bruce J. Dunn, Jr.


To enable managers and senior managers of CPA firms to continue developing management and leadership skills necessary to be successful in their firms. This course was built as a next-stage learning program beyond the nontechnical people management awareness covered in AHI’s first course, “Supervisory: Management and Leadership Essentials.”  Topics highlight the leadership skills and situations that are common for managers and senior managers in today’s professional environment. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.


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.

Non-Member Price $569.00

Member Price $444.00