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Leadership Boot Camp

Designed for high potential managers and senior directors who want to become key influencers and further develop leadership skills with the intent of becoming business owners. Learning, discussion, skills practice and evaluation of results is the process for positive change.

 

Topics and Tools

  • Collaborative Leadership Model

  • Four Stages of Team Development

  • Leadership Pillars – Attributes that increase your influence with others

  • Leadership Roles – Owning your role and maximizing your talent

  • Identifying and leveraging your strengths – StrengthsFinder

  • Attributes of Partners and how to develop them

  • Creating your own Executive Presence

Manager Boot Camp

Designed for new managers and experienced managers who want to improve skills in working with teams to achieve optimal results. Learning, discussion, skills practice and evaluation of results is the process for positive change.

 

Topics and Tools

  • Bringing Back the Cool in Management.... It’s Really About People

  • Situational Management Model – Adapting your approach based on attitude and capability

  • People Styles at Work – How to flex your style and get better results with others

  • Using the Principle of Flow to engage and challenge people

  • Nine Minutes on Monday – Manager Motivational\Organizational Method

  • People Performance Empowerment Techniques

  • Defining and Understanding Competencies of People

  • Assessing Skills and Developing People

  • Creating positive energy with your team

  • Leveraging your superpower strengths

New Emerging Professional Boot Camp

Designed for new or less experienced professionals who want to jumpstart their career by learning new skills and approaches that will quickly improve performance and results. Learning, discussion, skills practice and evaluation of results is the process for positive change.

 

Topics and Tools

  • CPA Career Strategy 101

  • Creating a successful strategy to study and pass the CPA Exam

  • Powerful communication skills for new professionals

  • Understanding your role and performance expectations

  • The Brand called You – How to create and leverage a strong brand

  • Finding mentors who can guide you to success

  • Client service practices that will make you stand out

  • Setting goals and tracking progress

  • The other big 4 – Thoroughness, accuracy, consistency and timeliness

  • Building self-confidence through experience and challenge

High Performance Boot Camp

Designed for all professionals who are focused on maximizing their effort and resources to achieve optimal results both for themselves. These techniques will drive positive results with team members and improve timeliness of client deliverables.

 

Topics and Tools

  • Sharpen Your Focus – Strategy #1 for Getting the Right Stuff Done Now!

  • Maximize Your Energy and Your Team’s – Strategy #2 for Getting the Right Stuff Done Now!

  • Prioritize Tasks & Manage Your Activities – Strategy #3 for Getting the Right Stuff Done Now!

  • Minimize Context Switching – Strategy #4 for Getting the Right Stuff Done Now!

  • The Activity Management Matrix – You can’t really manage time

  • Smart Tax Flow Model

  • Work-Life Focus – An alternative Work-Life Balance

Collaboration and Accountability Boot Camp

Designed for all professionals who are focused on improving team results by creating a collaborative, open and accountable culture in the workplace. Learning, discussion, skills practice and evaluation of results is the process for positive change.

 

Topics and Tools

  • Collaborative Leadership Model

  • Accountability – What is it? Why is it important in the workplace?

  • How to create an accountability culture in the workplace

  • Building Trust through keeping our Agreements

  • The four critical stages of team development

  • Understanding People Styles to improve communication and work results

  • Under Promise and Over Deliver Method

Emotional Intelligence Boot Camp

Designed for experienced managers and leaders who would like to build, improve and sustain positive relationships with peers, team members and clients. Participants will learn to better understand themselves and examine tools that will improve understanding of people’s needs, motivations and expectations within the context of their teams and client relationships.

 

Topics and Tools

  • Enhancing Emotional Awareness through Perceptual Positions

  • Making Sense of Empathy

  • Clarity - Driving with a Clean Windshield

  • Empathic Listening – Level 5

  • Asking powerful questions to gain understanding

  • Values to Live By – Living and working in alignment with your values

  • Johari Window - Personal Development through Self Awareness

Client Service Boot Camp

Designed for all service professionals focused on improving the client experience with the firm. The attraction of new clients through referrals, networking and branding are essential to future growth of the professional services firm. Responsiveness, quality\timely deliverables, setting expectations, and an entrepreneurial mindset are key to retention of existing clients and expansion of service offerings.

 

Topics and Tools

  • ABCs of Client Service

  • Building rapport and trust with clients

  • Modes of communication. When and how to communicate with clients

  • Responsiveness Matters!

  • Cultivating a profitable client base. Identifying your ideal client and understanding your niche services

  • Networking Activities – Dos and Don’ts

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