The Future of Leadership Training and Development

1. The Future of Leadership Training and Development

2. P3 Leadership CPACA Survey Open Conversation from the group Need Your Stories Announcements Our AgenDa

3. The Performance3 Leadership Academy A customized approach to your firm’s leadership training

4. Customized For Your Firm’s Needs! • Books • Projects • Tools • Worksheets • Assessments • Discussions

5. Infused with Bruce Tulgan Content • Bruce Tulgan • Rainmaker Thinking, Inc. • Management Expert • Internationally recognized • Author

7. Self Managing Self

8. Know Yourself and Your Team • BCI Content • Kolbe A • Personal Strengths • Unique Ability • BPA 360 • BT Content • Workbooks • Quick Facilitator Guides • Pre-Readings • FAQs

9. 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

10. Interpersonal Skills • BCI Content • BPA 360 Assessment • BPA 360 Report • BT Content • No Bruce Tulgan content specifically for networking/business development

11. Upward Communication &Communication Techniques • BCI Content • Communication Role Playing • Communication Worksheet • Communication Peer Feedback • BT Content • Workbooks • Quick Facilitator Guides • Pre-Readings • FAQs

12. Conflict Management • BCI Content • Case Study • Guide to Conflict Management • Open Q&A • BT Content • Workbooks • Quick Facilitator Guides • Pre-Readings • FAQs

13. 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

14. Project Management • BCI Content • Project Management Guide • Project Management Worksheet and Exercise • Process Improvement • BT Content • Workbooks • Quick Facilitator Guides • Pre-Readings • FAQs

15. Negotiations • BCI Content • Curriculum • Team Interaction • Role Playing • BT Content • No Bruce Tulgan content specifically for networking/business development

16. Managing Clients and Team Team/Client

17. Business Development • BCI Content • Strategy sheet for business development planning • Small group strategies • BT Content • No Bruce Tulgan content specifically for networking/business development

18. 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

19. Client Service • BCI Content • Case Study • Leadership Scorecard and Discussion • BT Content • No Bruce Tulgan content specifically for networking/business development

20. Performance Management • BCI Content • Guide • Case Study • Accountability • BT Content • Workbooks • Quick Facilitator Guides • Pre-Readings • FAQs

21. Mentoring/Coaching/Counseling • BCI Content • Video Supplement • Mentoring Worksheet • Case Study • BT Content • No Bruce Tulgan content specifically on recruiting and retention.

22. 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.

23. Generational Differences • BCI Content • RR video • Book – It’s Okay to Be the Boss • Case Study • BT Content • No content specifically for generational differences

24. Practice Practice development

25. 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.

26. 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

27. Process Improvement • BCI Content • Process Improvement Guide • Process Improvement Worksheet • Firm Process Checklist and assessment • BT Content • Workbooks • Quick Facilitator Guides • Pre-Readings • FAQs

28. 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.

29. 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.

30. 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.

31. 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

32. Design Concept

33. Success

34. Review Goals Book Discussion Learning Curriculum Project Reports Q&A Clinic Learning Curriculum Again Build Game Plan/Goals A Proven Meeting Framework

35. 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

36. Pricing – REGIONAL PROGRAM

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

38. Collaboration

39. 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

40. Questions?

41. 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