Advanced Management and Leadership Essentials - Mini Session - Virtual Experience

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  • Date/Time
    • May 30, 2023
    • Sign In: 11:45am (MT)
    • Program: 12:00pm - 2:00pm (MT)
    • Add to Calendar
  • Location
    • AHI Associates
      Your Space
      ISCPA / AHI Webinar, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Business Management & Organization (0.50)
    • Communications & Marketing (1.00)
    • Personnel / HR (0.50)
  • Prerequisites
    • None

  • Vendor
    • AHI Associates

    • This event is hosted by our partner, AHI Associates in their Zoom meeting room.
    • Your confirmation email (sent to you the day you registered for this event) contains a Zoom registration link you MUST complete in order to gain access to this event

      • If you did not complete this second registration step, please find your confirmation email or email Gwynne (please give her a minimum of 1 business day to respond) and she will resend it to you.

    • You will be required to turn on both your camera and microphone - this is an interactive event
    • Please contact Doris Karras if you do not receive your invitation via email at least 24 hours before the course begins:
  • Level
    • Advanced
  • Fields of Study
    • Business Management & Organization
    • Communications & Marketing
    • Personal Development
    • Personnel/Human Resources
  • Message
    • Virtual Experience



To enable managers and senior managers of CPA firms to continue developing management and leadership skills necessary to be successful in their firms. This 2-hour mini course is from our Level V course, which highlights leadership skills and situations that are common for managers and senior managers in CPA firms.

Designed For

  • 5+ years*
    *Note: the experience level is only a guideline; actual experience levels may vary.


  • To encourage participants to examine and challenge their beliefs and approaches to managing and leading people.


  • Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees
  • Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings
  • Helping the Firm Grow - the three levels of helping the firm grow and how to involve the entire team in expanding services to existing clients and generating referrals to new clients

Advanced Prep

  • AHI course materials (provided via email), calculator, and device for completing online tax research or a hard copy tax research guide.
  • Attendees must have a webcam and microphone for participating in group discussions.
  • Register Now

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