AHI Supervisory Plus Staff Training: Advanced Management and Leadership Essentials 2021
Monday, November 1, 2021 - Wednesday, November 3, 2021 | 8:00 am - 12:45 pm
Course # 125153 | by AHI Associates
Members SAVE $0
Speakers: Bruce J. Dunn Jr.
Time: 8:00 am - 12:45 pm
Total Credits: 16.0
Earn Up To: 16.0 OT credits
Level: Advanced
Vendor: AHI Associates

What you will learn

To enable managers and senior managers of CPA firms to continue developing management and leadership skills necessary to be successful in their firms. This course was built as a next-stage learning program beyond the nontechnical people management awareness covered in AHI’s first course, “Supervisory: Management and Leadership Essentials.”  Topics highlight the leadership skills and situations that are common for managers and senior managers in today’s professional environment. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.


Advanced Management and Leadership Essentials is a new group learning offering from AHI Associates in 2020. This program is built as a next-stage learning program beyond the nontechnical people management skills covered in AHI’s first-level Management and Leadership Essentials course.

Register early to take advantage of the best price! Please note, discounted pricing is already reflected in the online price. No promo code is needed.
Through September 27: $569 MICPA Members / $869 Non-Members
September 28 - October 11: $589 MICPA Members / $889 Non-Members
October 12 - November 1: $609 MICPA Members / $909 Non-Members


Advanced Preparation:

What is Expected of the Manager?

  • 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:

  • Part I:
    • 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
  • Part II
    • 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:

  • Part I
    • Influence without Authority – using influence skills to build productivity with partners, clients & staff
  • Part II
    • Empowering Meeting Leadership & Facilitation Skills
    • Managing Gender Communication Differences – to enhance colleague relationships and assist with building firm retention & engagement

Leading Others – Coaching and Developing Staff:

  • Part I
    • 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 Level IV program
  • Part II
    • 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 the Firm Grow:

  • Part I
    • 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
  • Part II
    • 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 activities within the firm

Note:  Be prepared with a calculator.


  • Bruce J. Dunn Jr.
MICPA delivers the highest quality education experience. If you are not satisfied with your course, call us at 1.855.594.4273. We will make it right.