In Person-Live
AHI Supervisory Staff Training: Management and Leadership Essentials (Level 4) 2024
Tuesday, November 19, 2024 - Wednesday, November 20, 2024 | 8:00 am - 4:00 pm
Okemos Event Center Okemos, MI
Course # 160093 | by AHI Associates
Members SAVE $300
Speakers: Carol J. Borsum
Time: 8:00 am - 4:00 pm
Total Credits: 16.0
Earn Up To: 16.0 OT credits
Level: Intermediate
Vendor: AHI Associates

What you will learn

Help more experienced staff develop the nontechnical skills needed to make their firm more profitable by improving their ability to profitably manage multiple engagements, communicate with staff, partners, clients and recognize and deliver value-added services.


Develop your soft skills in training courses that benefit both the person attending and their organization. This course, part four of the four-course series, is 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. AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others, and increase the organization’s bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries.


Advanced Preparation:

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 October 22: $575 MICPA Members / $875 Non-Members
October 23 - November 5: $595 MICPA Members / $895 Non-Members
November 6 - November 20: $615 MICPA Members / $915 Non-Members

  • Expectations of the Supervisor
    • Participants develop an understanding of the criteria for performance of supervisory personnel in CPA firms and learn why supervisors must perform significantly different functions than less experienced staff. Participants’ attitudes about their changing role in the firm are discussed, leading to an analysis of the supervisory function.
  • Leadership Skills and Styles
    • Participants explore the differences between being a good manager and a good leader. They will also compare the pros and cons of four different styles of leadership: Authoritative, Participative, Blended Authoritative/Participative, and Adaptive. Finally, participants are encouraged to identify which of the leadership styles they use most often, and they are encouraged to share examples of their leadership style in action with the group.
  • Managing Self and Priorities
    • Participants are introduced to techniques that are designed to help them balance their life and work. Self-tests are used so that participants can determine how they currently use their time, their delegation ability, and their work/life balance. Exercises and cases illustrate and provide hands-on application for such activities as goal setting, prioritizing, organizing the work space, limiting interruptions, learning to delegate, and utilizing assistants’ time efficiently.
  • Improving Communication Skills
    • Cases and exercises are used to help participants learn the different ways supervisors communicate and how to be more effective communicators. For example, two-way communication, developing good listening habits, non-verbal communication, and acting as a role model are all explored.
  • Human Motivation
    • The purpose of this session is to help participants understand their own, as well as other people’s needs, as a way to accomplish their goals and those of the firm. Participants learn about and obtain practice in applying basic motivational techniques. Significant time is spent discussing motivating younger staff and the supervisor’s role in helping their firms retain higher-quality staff. Self-tests are included so participants can identify managerial styles as well as potential for change. Cases are used to relate skills to practical situations including supervising assistants, dealing with partners, and resolving conflicts.
  • Supervising, Evaluating and Coaching Staff
    • This session focuses on the supervisory skills needed for proper delegation to assistants, effective on-the-job training, meaningful performance appraisals, and effective staff coaching. This section addresses the reasons for the many differences in assistants and how to deal effectively with staff with different needs. Skills are practiced during in-class exercises using case studies and role plays that emphasize difficulties public accountants face in supervising assistants.
  • Helping Your Organization Grow
    • This session begins by emphasizing three ways organizations grow: keeping existing clients satisfied, expanding services to existing clients, and getting referrals from clients and contacts. Cases and discussion are used to show participants ways to help their company or firm grow. Participants are encouraged to learn how to effectively market these services to existing and prospective clients.

Managers and Senior Managers in audit, tax, consulting and accounting services. Sole practitioners. 3 to 4+ years. Note: the experience level is only a guideline and actual experience may vary.

  • Business Management & Organization
  • Communications and Marketing
  • Personal Development
  • Personnel/Human Resources
  • Carol J. Borsum
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.