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3.0 Credits

Short-term profitability and long-term viability are important objectives of any successful organization. This module provides tips and techniques for striking the right balance between managing individual engagements and leading the overall CPA firm.


  • Describe the difference between short-term management and long-term leadership
  • Discuss how to strike the right balance between short-term and long-term objectives
  • Explain how to adapt behaviors to enhance the likelihood of overall success

Major Topics

  • Differentiating between managing and leading
  • Assessing your own management and leadership style
  • Adapting management and leadership styles to the specific circumstances
  • Becoming a catalyst for positive change
  • Overcoming barriers to successfully managing and leading
  • Successfully engaging in difficult conversations to minimize performance issues and conflict

Designed For

Accountants with both short-term management and long-term leadership responsibilities


Experience with audit, tax, or other engagements