Surgent's The Balanced Leader-Manager (Audit Skills Training - Level 7) (Self-Study)

Code: JSODA7M4

Date Valid for one year from purchase date
Format Self-Study (On-Demand)
CPE credits CPE 3.0
of study
Personal Development - Non-Technical (3.0)
Standard member fee $54.00
checkmarkStandard nonmember fee $54.00

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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 individual engagements and leading the overall CPA firm.

Who should take this program?

Accountants with both short-term management and long-term leadership responsibilities

Major subjects

  • Differentiating between managing and leading
  • Assessing your own 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

Learning objective(s)

  • Describe the difference between short-term management and long-term leadership
  • Discuss how to strike the right balance between short-term and long-term objectives
  • Explain how to adapt behaviors to enhance the likelihood of overall success


Course code Code JSODA7M4
Sponsor Surgent
NASBA ID#: 103212
Level Advanced
Format Self-Study (On-Demand)
Prerequisites Prereq. Experience with audit, tax, or other engagements