Looking for a new hire or career change? Visit the COCPA Career Center to connect talent with opportunity. GET STARTED.

Staff Training: Advanced Management and Leadership Essentials – Level 5

  • Participants will meet virtually for 3 consecutive days
  • Working with and meeting peers from firms around the country
  • Small breakout groups – provide guidance from others and encouragement to think on their own
  • Problems and cases that focus on how and why
  • Shorter training days offers flexibility to respond to clients
  • Experienced and enthusiastic discussion leaders who care about participants’ learning

Levels 4 and 5 are soft skills training courses that benefit both the person attending and their organization. These two courses are applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. These concepts apply to all individuals with significant supervision and management responsibilities.

Please note: Attendees must have a webcam and microphone for participating in group discussions.

Learning Objectives

Advanced Management and Leadership Essentials is built as next-stage learning programs beyond the nontechnical people management awareness covered in the previous levels
Highlights leadership skills and situations that are common for Managers and Senior Managers in today’s firms and organizations.
Improve efficiency
Make managers and senior managers more effective with others
Increase the organization’s bottom line

Major Topics

What is Expected of the Manager & Senior Manager
Characteristics of a Successful Engagement – What messages do you get from your firm? What do Managers need to do to balance their focus on all the characteristics?
The Manager & Senior Manager roles in the firm – How do they compare to the Senior/Supervisor’s role? The importance of “ownership” for Managers and Senior Managers.

Managing Self and Priorities
The big-picture view of prioritizing – revisiting the Covey Activity Matrix (from AHI’s Level IV course)
The ongoing daily approach to meeting priorities – the Allen “Getting Things Done” System
Productive, non-billable time needs in the firm – determining your most valuable niches for Involvement now and in the future
Managing your reputation and career prospects – identifying your career success routes, enlisting Mentors & Feedback Allies, and building your Development Plan

Building Leadership Communication Skills
Influence without Authority – using influence skills to build productivity with partners, clients & staff
Empowering Meeting Leadership & Facilitation Skills

Leading Others – Coaching and Developing Staff
On-the-Job Coaching & Development – using a coaching approach to build performance and engagement
Performance Feedback & the Art of Delivering it – feedback model and practice for using within on-the-job coaching
Delegating for Development versus for Results – distinguishing between delegation approaches covered in AHI’s Level IV program
Career Advising & Mentoring Others – skills for holding career conversations and mentoring others’ development in the firm
Team Building for Managers & Senior Managers – assessing current team functioning and identifying strategies for productively bringing engagement teams together

Helping Your Organization Grow
Revisiting Three Levels of Firm Growth (from AHI’s Level IV course) – the manager’s role
Expanding Services to Existing Clients – identifying the stages of business relationship development, tactics for building Trusted Advisor status with current clients, and ways to convert that status into new business opportunities
Adding New Clients through Referrals – assessing your current networking skills & comfort level; building effective new approaches
The Technical Professional’s Role in Closing Sales – finding high skill/high comfort ways to aid in direct business development

AHI Associates
Course Level
CPE Field of Study
Business Management and Organization
Personnel/Human Resources
Communications & Marketing
Personal Development
Who Should Attend

5+ years of experience*
*Note: the experience level is only a guideline; actual experience levels may vary.

Steve Garrett

Attendees must have a webcam and microphone for participating in group discussions.

Advanced Preparation

AHI course materials (provided upon registration), calculator, and device for completing online tax research or a hard copy tax research guide.
Attendees must have a webcam and microphone for participating in group discussions.

Event Information
June 6 - 9, 2022
8:00 am - 12:00 pm MST
Total CPE Credits


$ (% off)


$ (% off)
Become A Member

Register for this Event

Staff Training: Advanced Management and Leadership Essentials – Level 5

Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now