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21SR-0020: Management and Leadership Essentials (Virtual)

Date Friday, October 29, 2021
Time 8:30am - 4:30pm
Central Time
Location Online
CPE credits CPE 8.0
of study
Business Management & Organization - Non-Technical (1.0)
Personnel/Human Resources - Non-Technical (2.0)
Personal Development - Non-Technical (4.0)
Communications and Marketing - Non-Technical (1.0)
Instructor Carol Borsum, CPA
AHI Associates
Standard Member Fee $325.00
Standard Nonmember Fee $375.00
Standard Partner State Member Fee $325.00
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Solid management and leadership skills will help boost your career -- and the careers of those you lead and supervise -- for your entire professional life. These essential skills need coaxing and training to be brought to life, and that's what you'll gain in this course. Explore effective leadership, communication, motivation, supervision, evaluation and coaching strategies, as well as smart ways to generate more business and revenue.

This course is interactive and attendees will participate in discussions and group work. Please have a computer or tablet with a functional webcam and microphone during the course.

Who should take this program?

Current and soon-to-be leaders and managers

Major subjects

  • Expectations of the manager -- definitions of success and characteristics of good leaders
  • Managing yourself and priorities -- options for resolving an overwhelmed state and the Covey Activity Matrix
  • Improving communication skills -- two-way communication, listening skills and dealing with conflict
  • Motivating others -- motivation vs. manipulation, primary motivators and employee engagement and retention
  • Supervising, evaluating and coaching others -- tips for improving delegation skills, performance evaluations and coaching opportunities
  • Business development insights -- reframing the traditional definition of “selling,” promoting your organization and selling new products or services to existing customers or clients

Learning objective(s)

  • Develop the management and leadership skills necessary for managing your own career and for developing, coaching and mentoring others to build strong and successful organizations


Course code Code 21SR-0020
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. Five or more years of professional experience recommended.
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