Level V: Advanced Management and Leadership Essentials

Course Details


Tuesday, July 23, 2024

8:00am – 10:00am
(Registration: 7:45am)

Course Number


CPE Credit

2.0 hours CPE credit


AHI Associates


3 to 4+ years experience


This 2-hour mini course is from our Level V course, which highlights leadership skills and situations that are common for managers and senior managers in CPA firms. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.

Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees.

Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings.

Helping the Firm Grow - the three levels of helping the firm grow and how to involve the entire team in expanding services to existing clients and generating referrals to new clients.

All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program) breakout rooms to ensure small group engagement and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course material.


Leading Others
Coaching & Developing Staff
Building Leadership Communication Skills
Helping the Firm Grow


Enable managers and senior managers of CPA firms to continue developing the management and leadership skills necessary to be successful in their firms.

Designed For

Experienced managers and senior managers in audit, tax, consulting, and accounting services. Directors and above who wish to build their leadership skills. Sole practitioners.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $150.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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