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What is Expected of the Supervisor ( 3.5 Hours)
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. Use of diagrams and pictographs allow the participant to
obtain a visual image to which he or she relates throughout the
program.
Improving Communication Skills (3.5 Hours)
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 (4 Hours)
The purpose of this session is to help
participants understand their own and 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.
Subjects covered include the Maslow Hierarchy, the
Herzberg Motivators, Theory X and Y and related management styles and
factors such as energy, maturity and social imprint. 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 Counseling Assistants
(3.5 Hours)
This session focuses on the supervisory skills
needed in implementing effective on-the-job training, making performance
appraisals, and evaluating and counseling staff. This session 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 CPA Firm Grow ( 3 Hours)
This session begins by discussing how CPA firms grow with emphasis on
three ways: 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 meet their
responsibilities to help their firm grow. Primary emphasis is put on
bridging the gap between present and future roles.
Business Consulting Services (3.5 Hours)
Participants develop significant knowledge of
the kinds of business advice that clients expect from career
professionals in public accounting and ways to improve the basic skills
necessary for providing this advice to clients. An analysis through
checklists identifies the kinds of consulting services that are often
provided by accounting professionals. A series of case studies coupled
with mini-lectures provide hands-on skill development in recognizing
common business problems and ways to solve them.
Time Management Techniques (3 Hours)
Participants are introduced to time management
techniques that are designed to help them function better given the many
responsibilities they are likely to have as supervisors. Self-tests are
used so participants can determine how they currently use their time,
their delegation ability, and their tendency toward workaholism.
Exercises and cases illustrate and provide hands-on application for such
activities as priority setting, organizing the work space, speed
reading, using the telephone properly, limiting interruptions, learning
how to delegate, and utilizing assistants' time efficiently.
Summary and Course Evaluation
Total Hours = 24
Note: Accredited CPE hours may vary
from one accrediting agency to another.
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