About this topic
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.
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Coaching and mentoring
Understand the similarities and differences between coaching and mentoring to improve your skill set and performance.
Webcast Coaching & mentoring Foundational
Leading vs managing (formerly Manager vs. Leader: When to be Which and Why)
Analyzing what leaders do, why they do it and when they do it is vital to understanding how to manage. In this webcast, we will look at how to create a balance between...
Webcast Coaching & mentoring Foundational
Working Together - Four Personality Styles in the Workplace
Learn how to work with different personalities for a more productive and successful workplace.
Webcast Team building Foundational
Leadership Improv - Why "Fake It Until You Make It" Works
This webcast uses the lessons and spontaneous creativity of improv acting to improve your leadership and business development skills.
Webcast Team building Foundational
Y-Size Your Business: How Gen Y Employees Can Save You Money and Grow Your Business
ENGAGE 2017 keynote speaker Jason Ryan Dorsey presents a step-by-step methodology for best employing Gen Y without investing a lot of time or money. Get an insider's...
Publication Motivating & inspiring Intermediate
To my mentors and mentees: Thank you
This article offers insights on the value of mentors and key traits great mentors share.
Article Coaching & mentoring Foundational
Q&A: Don’t believe these Millennial myths
Generational expert Jason Dorsey recommends ways employers can recruit (and keep) members of the often-misunderstood Millennial generation.
Article Team building Intermediate
How firms can overcome challenges and develop a diverse workforce
Recruiting a diverse workforce can be a challenge. This article discusses how the challenge can be overcome with a commitment to building relationships.
Article Team building Advanced
"Inconvenience Everybody Equally" and Other Management Tips
It takes special skills and practice to manage these global virtual interactions successfully. This blog post offers several tips to manage far-flung employees.
Article Team building Advanced
How CPA firms are evolving to meet Millennials’ desires
Companies are looking at ways to recruit and retain Millennial employees and focusing on a number of criteria their employees are requesting. This article explores...
Article Talent recruitment Foundational
Millennial talent strategy for CFOs
This article shares thoughts from experts about how to work with millennials for your benefit and theirs.
Article Team building Advanced
Find a mentor, land a new job
This article takes us on a journey through a mentoring relationship.
Article Coaching & mentoring Intermediate
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