Tuesday, June 4, 2019 – Thursday, January 9, 2020 |

MSCPA Leadership Series: The Route to the Top

The start date for this course has passed. Registration is no longer available.


May 15 | Forefront Conference Center, Waltham

Leadership – You're the Coach and Responsible for Your Team’s Success

Jim Lindell, CPA, CSP, CGMA, MBA

8:00 – 8:45 a.m. - Breakfast and Networking

8:45 a.m. - 12:30 p.m.

As a finance leader, you are both in the game and coaching from the sidelines. How do you bring out the best in each team member? This session will focus on the varying needs, motivations and behavioral styles of the people on your team and explore techniques and tools you can use to help them succeed. 

June 4 |Hilton Woburn

Anticipate Development: Moving from Employee, to Manager, to Leader

Karl Ahlrichs, SHRM-SCP, CSP 

8:00 – 8:45 a.m. - Breakfast and Networking

8:45 a.m. - 12:30 p.m.

First-time supervisors face unique challenges as they transition to management. They must oversee work with which they may be unfamiliar and supervise previous co-workers, or those with greater seniority.  In this session, you’ll examine the extent of your responsibility and decision-making authority and find effective ways to communicate expectations and unpopular decisions to employees.

 September 25 | Chopps Restaurant at Marriot Burlington

Business Development for CPAs

Peter Margaritis, CPA, CGMA, MAc

1:00 – 4:30 p.m. - Program

4:30 – 5:30 p.m. - Networking

Business development is a process of cultivating relationships and having a plan to achieve your goals. The earlier a professional understands how it works, the more profitable to the organization they become. In this session, you’ll learn the skills necessary to attract new business and develop relationships to retain current business.


November 6 | Forefront Center, Waltham

Differentiating Yourself with Technology


8:00 – 8:45 a.m. - Breakfast and Networking

8:45 a.m. – 12:30 p.m. - Program

As the profession continues to migrate away from compliance and commodity-type services in favor of advisory services, CPAs around the globe are realizing that understanding the role that technology plays in driving growth in advisory is critical. In this session, Bourke will discuss some of the best technologies he has seen deployed throughout our profession around the globe. From client collaboration to in-house firm solutions, he will share an update on the status of the AICPA’s new Dynamic Audit Solution – a cloud-based audit solution currently being created by our profession, for our profession.


January 9, 2020 | Archer Hotel, Burlington

Leading Up: Partnering with Your Boss

Jennifer Elder, CPA, CGMA, CIA

1:00 – 5:30 p.m. - Program and Wrap Up
5:30 – 6:30 p.m. - Networking

Leading up is a method of partnering with your supervisor(s) by providing insight, direction and effort to improve the overall effectiveness of the organization. It involves thinking strategically and communicating persuasively. In this session, you’ll learn how to identify your (and your boss’s) strengths and weaknesses, and how to use them to achieve your goals.

This seminar qualifies for the Workforce Training Express Fund program. The course code for this program is 1119566  Click here for more details: https://www.mscpaonline.org/cpe/training_fund

Conference Credits

This course is 22.00 credits

Conference Fees

MSCPA Member
AICPA Member

Conference Cost

You pay
MSCPA Members save $500.00 on this course. Login or Join to take advantage of these savings.

The start date for this course has passed. Registration is no longer available.