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Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.

6 Ways to Up Your Networking Game

This blog post offers a few tips that will help you up your game, especially when meeting people at events or in large groups.

Article Communication Foundational

Two Soft Skills for Your Success: The Power of Persuasion + Managing Crucial Conversations

Join Deborah Shames and Sally Phillips for an exclusive CGMA webcast on procuring two key soft skills for your success.

Webcast Communication Intermediate

9 tips for being more responsive to clients

This article discusses the importance of being receptive, available, and approachable to clients.

Article Communication Foundational

Using Personal Learning Networks to Learn New Skills

The difference between treading water and taking control lies in your ability to build a top-notch "personal learning network." Join Bill Sheridan for this webcast as...

Webcast Collaboration & partnering Foundational

Conflict and Communication - You vs. Me vs. Them

Learn how to employ a systematic approach to help you deal with difficult people in order to prevent or resolve workplace conflict and build a high performing culture.

Webcast Communication Intermediate

Get Out of the Casket and Up to the Podium

Public speaking is a necessity in today's business world. Learn to overcome your anxiety so you can exude confidence and present clear and engaging information that...

Webcast Communication Foundational

Leadership Skills for the Accounting and Financial Professional: The Controller & Financial Professional Series

During this webcast we will focus on the soft skills required by financial professionals, such as leadership development, effective negotiation techniques and...

Webcast Communication Foundational

How to deal with dysfunctional people at work

Is your organization disrupted by bullying or other damaging behaviors? This article shares 6 strategies for taking a stand.

Article Influence Intermediate

A Leader's Guide to Mastering Influence

Participants will gain valuable insights into their strengths as well as development areas to become consummate influencers. By creating a greater awareness of the...

Course – Online Influence Foundational

Presenting Numbers for Impact

This course discusses the basic steps to developing a process that effectively delivers numbers-oriented information to non-financial audiences.

Course – Online Communication Foundational

Owning Your Leadership: Building Extraordinary Relationships Beginning With Self

As leaders, it’s imperative to develop ‘self’ in order to effectively influence team members and peers and effectuate real change within your firm.

Course – Online Influence Intermediate

Text Me Not: Hidden Perils of Modern Communication for CPAs

Responding to text messages from clients could have legal, privacy and security implications. This blog post suggests some guidelines to consider.

Article Communication Foundational