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Staff Training – Management and Leadership Essentials – Level 4 – (8 hours)

  • 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

This program is built as a next-stage learning program beyond the nontechnical people management skills covered in AHI’s first-level 1-Day Management and Leadership Essentials course for all professionals. This course highlights leadership skills and situations that are common for managers in today’s professional environment. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.

Major Topics

What is Expected of the Manager? (1 Hour)
Characteristics of a Successful Project – What messages do you get from your organization? What do managers need to do to balance their focus on all the characteristics of a successful project?
The Manager Role in an Organization – How does the manager role compare to a lower-level supervisor role? The importance of “ownership” for managers.

Managing Self and Priorities (2 Hours)
The Big-picture View of Prioritizing – Revisiting the Covey Activity Matrix (from AHI’s first-level Management and Leadership Essentials course)
The Ongoing Daily Approach to Meeting Priorities – The Allen “Getting Things Done” System
Managing your Reputation and Career Prospects – Identifying your career success routes, enlisting mentors and feedback allies, and building your development plan

Building Leadership Communication Skills (2.2 Hours)
The communication network for managers
Influence without Authority – Using influence skills to build productivity with staff, customers/clients, and senior management/owners
Empowering Meeting Leadership & Facilitation Skills

Leading Others – Coaching and Developing Staff (2.8 Hours)
On-the-Job Coaching & Development – Using a coaching approach to build performance and employee 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 first-level Management and Leadership Essentials course
Career Advising & Mentoring Others – Skills for holding career conversations and mentoring others’ development in the organization
Team Building for Managers – Assessing current team functioning and identifying strategies for productively bringing work teams together.

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

3 to 4+ years of experience*
*Note: the experience level is only a guideline; actual experience levels may vary.

Carol Borsum


Advanced Preparation


Event Information
Jun 2, 2022
8:00 am - 4:00 pm MST
Total CPE Credits


$ (% off)


$ (% off)
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Staff Training – Management and Leadership Essentials – Level 4 – (8 hours)

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