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The Future of Leadership Training and Development. P3 Leadership CPACA Survey Open Conversation from the group Need Your Stories Announcements. Our AgenDa. The Performance 3 Leadership Academy. A customized approach to your firm’s leadership training. Customized For Your Firm’s Needs!.

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our agenda

P3 Leadership

CPACA Survey

Open Conversation from the group

Need Your Stories

Announcements

Our AgenDa
the performance 3 leadership academy
The Performance3 Leadership Academy

A customized approach to your firm’s leadership training

customized for your firm s needs
Customized For Your Firm’s Needs!
  • Books
  • Projects
  • Tools
  • Worksheets
  • Assessments
  • Discussions
infused with bruce tulgan content
Infused with Bruce Tulgan Content
  • Bruce Tulgan
    • Rainmaker Thinking, Inc.
    • Management Expert
    • Internationally recognized
    • Author
know yourself and your team
Know Yourself and Your Team
  • BCI Content
    • Kolbe A
    • Personal Strengths
    • Unique Ability
    • BPA 360
  • BT Content
    • Workbooks
    • Quick Facilitator Guides
    • Pre-Readings
    • FAQs
building strengthening your network in person and on line
Building & Strengthening Your Network (In Person and On-Line)
  • BCI Content
    • Networking Exercise
    • Social Media
    • Mind Mapping
  • BT Content
    • No Bruce Tulgan content specifically for networking/business development
interpersonal skills
Interpersonal Skills
  • BCI Content
    • BPA 360 Assessment
    • BPA 360 Report
  • BT Content
    • No Bruce Tulgan content specifically for networking/business development
upward communication communication techniques
Upward Communication &Communication Techniques
  • BCI Content
    • Communication Role Playing
    • Communication Worksheet
    • Communication Peer Feedback
  • BT Content
    • Workbooks
    • Quick Facilitator Guides
    • Pre-Readings
    • FAQs
conflict management
Conflict Management
  • BCI Content
    • Case Study
    • Guide to Conflict Management
    • Open Q&A
  • BT Content
    • Workbooks
    • Quick Facilitator Guides
    • Pre-Readings
    • FAQs
time management and delegation techniques
Time Management and Delegation Techniques
  • BCI Content
    • Time Management: interactive and fun game
    • Worksheet
  • BT Content
    • Specifically about Delegation
    • Workbooks
    • Quick Facilitator Guides
    • Pre-Readings
    • FAQs
project management
Project Management
  • BCI Content
    • Project Management Guide
    • Project Management Worksheet and Exercise
    • Process Improvement
  • BT Content
    • Workbooks
    • Quick Facilitator Guides
    • Pre-Readings
    • FAQs
negotiations
Negotiations
  • BCI Content
    • Curriculum
    • Team Interaction
    • Role Playing
  • BT Content
    • No Bruce Tulgan content specifically for networking/business development
business development
Business Development
  • BCI Content
    • Strategy sheet for business development planning
    • Small group strategies
  • BT Content
    • No Bruce Tulgan content specifically for networking/business development
profiling for profits
Profiling for Profits
  • BCI Content
    • Guide to Client Filtering
    • Group exercise for profiling the ideal client
  • BT Content
    • No Bruce Tulgan content specifically for networking/business development
client service
Client Service
  • BCI Content
    • Case Study
    • Leadership Scorecard and Discussion
  • BT Content
    • No Bruce Tulgan content specifically for networking/business development
performance management
Performance Management
  • BCI Content
    • Guide
    • Case Study
    • Accountability
  • BT Content
    • Workbooks
    • Quick Facilitator Guides
    • Pre-Readings
    • FAQs
mentoring coaching counseling
Mentoring/Coaching/Counseling
  • BCI Content
    • Video Supplement
    • Mentoring Worksheet
    • Case Study
  • BT Content
    • No Bruce Tulgan content specifically on recruiting and retention.
recruiting and retention
Recruiting and Retention
  • BCI Content
    • Team exercise to develop recruiting and retention plan
    • Profiling for ideal candidates
  • BT Content
    • No Bruce Tulgan content specifically on recruiting and retention.
generational differences
Generational Differences
  • BCI Content
    • RR video
    • Book – It’s Okay to Be the Boss
    • Case Study
  • BT Content
    • No content specifically for generational differences
the strategic planning process
The Strategic Planning Process
  • BCI Content
    • Guide
    • Process
    • One-Page Plan
  • BT Content
    • No Bruce Tulgan content specifically on strategic planning. However, information from Project Management and/or Performance Management can be used to implements strategies in the plan.
change management
Change Management
  • BCI Content
    • Small group exercise w/ role playing on handling change.
    • Guide to Change Managment
  • BT Content
    • Workbooks
    • Quick Facilitator Guides
    • Pre-Readings
    • FAQs
process improvement
Process Improvement
  • BCI Content
    • Process Improvement Guide
    • Process Improvement Worksheet
    • Firm Process Checklist and assessment
  • BT Content
    • Workbooks
    • Quick Facilitator Guides
    • Pre-Readings
    • FAQs
value pricing
Value Pricing
  • BCI Content
    • Video
    • Guide to Pricing for Value
    • Value Pricing Exercise and Worksheet
  • BT Content
    • No Bruce Tulgan content specifically for value pricing.
developing a strong culture
Developing a Strong Culture
  • BCI Content
    • Cultural Development
    • Training and Learning
    • Tone at the Top
    • Case Study
  • BT Content
    • No Bruce Tulgan content specifically for value pricing.
bpa 360 revisited and re engineering your role
BPA 360 Revisited and Re-engineering Your Role
  • BCI Content
    • BPA 360
    • Re-engineering Worksheet
    • Group Discussion
  • BT Content
    • No Bruce Tulgan content specifically for the BPA 360.
shared services vs shared vision pulling it all together
Shared Services vs Shared Vision – Pulling It All Together
  • BCI Content
    • Case study on leading a firm from shared services to shared vision
    • Audience Response for firm analysis
  • BT Content
    • No Bruce Tulgan Content on shared services
a proven meeting framework

Review Goals

Book Discussion

Learning Curriculum

Project Reports

Q&A Clinic

Learning Curriculum Again

Build Game Plan/Goals

A Proven Meeting Framework
firm s decisions

Who? Future Leadership High Potentials

On-Site? 2 times/year

Coaching? Yes or No

Projects? Highly Recommended

Book Choices? TBD

On-Line Resource – Boomer Knowledge Network

CPE Awarded

Location? We could travel between firms

Firm’s Decisions
slide37

CPA Firm Leadership: Communication Drives New Possibilities is available as a free download from The CPACA website at:

cpaconsultantsalliance.com

i need you story time

Collaborate with Team Members Internally

Collaborate with Client Firms

Collaborate with Vendors

Collaborate with Peer Firms

ALSO…. Partner in Charge of Attest and Partner In Charge of Tax Job Descriptions???

I Need You! Story Time
tda 2013

Move to August 19 and 20

In conjunction with the Boomer Technology Circle Summit

2 Keynote Speakers

TDA Tack

Potential partnership with the PCPS

All ideas are welcome!!!

TDA 2013