What is the Leadership Program?
The Leadership Program is designed to give participants the tools and skills required to be successful and productive. The program emphasizes skill development, not just theory.
Keeping your best and brightest will continue to be a challenge in the coming years. Succession issues also dominate the major concerns of practitioners. This program is designed to motivate and skill your future partners to step up to a greater leadership role.
The Leadership Program is an intensive 6-month program designed to give future practice leaders the skills they need to be successful. The program commences with a 2-day workshop at the end of which attendees will create a 180-day plan. The 180-day plan will be the basis for the monthly coaching program as we help attendees achieve their goals. The program concludes with another 2-day workshop and attendees sharing with the group their goals and objectives for the next 3 months to 3 years.
Only 12 participants will be accepted. This is the ideal group size to enjoy 1-on-1 learning as well as benefit from peer-to-peer learning.
Date: July 28-29 (session 2 will be held in January with the final date to be confirmed)
Location: Los Angeles LAX (Venue to be confirmed)
The Leadership Program will cover:
- Key Issues in Personal and Firm Success
- What is Leadership in a CPA firm?
- Practice development
- Client development
- Communication as a key driver of success
- Selling skills
- Firm economics
- Firm management
- Enabling Technology
Who Should Attend?
Younger partners and managers on track to be partner are ideal candidates. Quality managers, who may not be aspiring partners, but are looking to improve their business development skills would also benefit from attending the Leadership Program. Attendance is not automatic. Potential candidates will be subject to a phone interview/ written questionnaire. This ensures the quality of the group remains consistent.
How much does the Leadership Program cost?
Members (Log into the Premium Section for Discount Code)
First time attending firms: $2,950
Returning firms: $2,500
Non-members
First time attending firms: $3,450
Your investment includes course materials, monthly coaching, lunch, refreshments and an evening networking meal at each of the in-person sessions. Your registration does not include travel and lodging.
A 50% deposit is required at the time of registering. The remainder is due 30 days before the event.
The next Leadership Program is scheduled for July and January.
Register Your Interest to Attend
If you have any questions about the program, please don’t hesitate to call us on 800 788 0190.
Refund Policy
Up to 30 days before the program start date: A full refund will be issued.
Up to 7 days before the program start date: 75% of the initial deposit will be refunded. The remainder is to cover hotel charges that we will incur regardless of attendance.
Up to the program start date: 0% of the deposit will be refunded. The deposit, less 25% can be applied to a future program.
