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Management Skills - Exhibiting Traits of a Balanced Leader-Manager ON DEMAND

Available Until

Your Desk

2.0 Credits

Member Price $87.00

Non-Member Price $100.00

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Overview

Short-term profitability and long-term viability are important objectives of any successful organization. This module provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm.

Highlights

Differentiating between managing and leading, while highlighting the importance of each. Assessing your own natural management and leadership style. Adapting management and leadership styles to the specific circumstances. Becoming a catalyst for positive change. Overcoming barriers to successfully managing and leading. Successfully engaging in difficult conversations to minimize performance issues and conflict.

Prerequisites

None.

Designed For

CPAs.

Objectives

Describe the difference between short-term management and long-term leadership. Recall how to strike the right balance between leading individuals and teams towards both short-term and long-term objectives. Explain how to adapt your own natural behaviors to enhance the likelihood of overall success for individuals and teams.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Jennifer Louis, Surgent McCoy CPE LLC

Jennifer F. Louis, CPA has over 25 years of experience in designing and presenting high-quality training programs in a wide variety of technical accounting, auditing, and “soft skills” topics needed for professional and organizational success. She is the principal author of audit and attest related courses for Surgent and a frequent speaker at Surgent live programs and seminars. Ms. Louis is also the president of Emergent Solutions Group, LLC, a company she founded in 2003, dedicated to developing and delivering a wide variety of accounting and auditing training services, including audit staff training, audit productivity improvement, and value-added auditing. Prior to that, she was executive vice president/director of training services at AuditWatch, Inc. Before joining AuditWatch, Ms. Louis was the financial/operational internal audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm’s Washington, D.C. office, she served as an instructor for the firm’s national “Train the Trainers” program. Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting.

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Non-Member Price $100.00

Member Price $87.00