THE FUTURE OF LEADERSHIP TRAINING AND DEVELOPMENT

OUR AGENDA

P3 Leadership CPACA Survey Open Conversation from the group Need Your Stories Announcements

THE PERFORMANCE3 LEADERSHIP ACADEMY

A customized approach to your firm’s leadership training

CUSTOMIZED FOR YOUR FIRM’S NEEDS!

Books Projects Tools Worksheets Assessments Discussions

INFUSED WITH BRUCE TULGAN CONTENT

Bruce Tulgan Rainmaker Thinking,

Inc. Management Expert Internationally

recognized Author

Self

Team/Client

Practice

MANAGING SELF

Self

KNOW YOURSELF AND YOUR TEAM

BCI Content Kolbe A Personal Strengths Unique Ability BPA 360

BT Content Workbooks Quick Facilitator Guid

es Pre-Readings FAQs

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

BCI Content BPA 360 Assessment BPA 360 Report

BT Content No Bruce Tulgan

content specifically for networking/business development

UPWARD COMMUNICATION &COMMUNICATION TECHNIQUES

BCI Content Communication

Role Playing Communication

Worksheet Communication

Peer Feedback

BT Content Workbooks Quick Facilitator Gui

des Pre-Readings FAQs

CONFLICT MANAGEMENT

BCI Content Case Study Guide to Conflict

Management Open Q&A

BT Content Workbooks Quick Facilitator Guid

es Pre-Readings FAQs

TIME MANAGEMENT AND DELEGATION TECHNIQUES

BCI Content Time Management:

interactive and fun game

Worksheet

BT Content Specifically about Del

egation Workbooks Quick Facilitator Guid

es Pre-Readings FAQs

PROJECT MANAGEMENT

BCI Content Project Management

Guide Project Management

Worksheet and Exercise

Process Improvement

BT Content Workbooks Quick Facilitator Guid

es Pre-Readings FAQs

NEGOTIATIONS

BCI Content Curriculum Team Interaction Role Playing

BT Content No Bruce Tulgan

content specifically for networking/business development

MANAGING CLIENTS AND TEAM

Team/Client

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

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

BCI Content Case Study Leadership

Scorecard and Discussion

BT Content No Bruce Tulgan

content specifically for networking/business development

PERFORMANCE MANAGEMENT

BCI Content Guide Case Study Accountability

BT Content Workbooks Quick Facilitator Guid

es Pre-Readings FAQs

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

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

BCI Content RR video Book – It’s Okay to

Be the Boss Case Study

BT Content No content

specifically for generational differences

PRACTICE DEVELOPMENT

Practice

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

BCI Content Small group exercise

w/ role playing on handling change.

Guide to Change Managment

BT Content Workbooks Quick Facilitator Guid

es Pre-Readings FAQs

PROCESS IMPROVEMENT

BCI Content Process

Improvement Guide Process

Improvement Worksheet

Firm Process Checklist and assessment

BT Content Workbooks Quick Facilitator Guid

es Pre-Readings FAQs

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

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

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

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

DESIGN CONCEPT

Participants

Boomer

Firm

Success

A PROVEN MEETING FRAMEWORK

1. Review Goals2. Book Discussion3. Learning Curriculum4. Project Reports5. Q&A Clinic6. Learning Curriculum Again7. Build Game Plan/Goals

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

PRICING – REGIONAL PROGRAM

# of Participants <10 11-15 16-20 >20

Total Yearly Price $ 16,000.00

$ 21,000.00

$ 26,000.00

$ 31,000.00

Price Per Person $ 1,600.00

$ 1,400.00

$ 1,300.00

$ 1,240.00

$ per CPE Hour (24)

$ 66.67

$ 58.33

$ 54.17

$ 51.67

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

cpaconsultantsalliance.com

Collaboration

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???

Questions?

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!!!