Supervisory: Management and Leadership Essentials Level IV Virtual Seminar

You Pay: $695.00
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This course is 16.00 credits
Fields of Study
Auditing, Staff Training
Course Level
AHI Associates

Registration Fees

MSCPA Member
AICPA Member
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Thursday, Nov 5, 2020 – Friday, Nov 6, 2020
8:45am – 4:30pm

Due to the ongoing COVID-19 (coronavirus) pandemic, the MSCPA has made the difficult decision to make our scheduled live seminars in 2020 virtual-only events. The topics, dates, times and CPE credits will remain the same, and you will learn from the same top-level speakers that you expected to see at our live programs

To help experienced staff develop the nontechnical skills needed to make their firm more profitable by improving their ability to profitably manage multiple engagements, communicate with staff, partners, and client personnel, and recognize and deliver value-added services.

Designed For

* Note: the experience level is only a guideline; actual experience may vary.

Course Objectives

Participants develop an understanding of the criteria for performance of supervisory personnel
in CPA firms and learn why supervisors must perform significantly different functions than less
experienced staff. Participants’ attitudes about their changing role in the firm are discussed,
leading to an analysis of the supervisory function.
Participants are introduced to techniques that are designed to help them balance their life and
work. Self-tests are used so that participants can determine how they currently use their time,
their delegation ability, and their work/life balance. Exercises and cases illustrate and provide
hands-on application for such activities as goal setting, prioritizing, organizing the work space,
limiting interruptions, learning to delegate, and utilizing assistants’ time efficiently.
Cases and exercises are used to help participants learn the different ways supervisors
communicate and how to be more effective communicators. For example, two-way
communication, developing good listening habits, non-verbal communication, and acting as a
role model are all explored.
The purpose of this session is to help participants understand their own, as well as other people’s
needs, as a way to accomplish their goals and those of the firm. Participants learn about, and
obtain practice in applying basic motivational techniques. Significant time is spent discussing
motivating younger staff and the supervisor’s role in helping their firms retain higher-quality
staff. Self-tests are included so participants can identify managerial styles as well as potential
for change. Cases are used to relate skills to practical situations including supervising assistants,
dealing with partners, and resolving conflicts

Major Subjects





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