Developing Your Staff – Best Practices for CPA Firm Leaders (Completed)

Date: Monday, August 20, 2018 Instructor: Edward Mendlowitz Begin Time:  9:00am Pacific Time 10:00am Mountain Time 11:00am Central Time 12:00pm Eastern Time CPE Credit:  2 hours for CPAs

This program gives proven methods of training staff with minimal input and maximum output. Experienced CPA management instructor Ed Mendlowitz, CPA, will show you how to train inexperienced staff as well as seasoned professionals. Ed has been successful with every technique discussed in the program.

This practical discussion covers:

Methods actually used that have been successful in developing and training staff in a minimum of time

Field-tested, proven, time-saving techniques to develop staff

What the method is

How the method works in every situation in an accounting office or when supervising accounting personnel – or anyone in any occupation

How firms can use leverage to grow and deliver superior services

This “how-to” session will also demonstrate how to develop staff to perform many of the work supervisors typically perform. Delegating is a form of leveraging your talent to accomplish more.

Mr. Mendlowitz will take you on a fast-paced adventure that will save valuable time in training and developing staff at every level, from the beginner out of school to seasoned professionals that carry hidden baggage when they start working for you. Whatever your responsibility and whatever your experience working with staff, your ideas will change and you will get many new ideas that you will start considering and putting into action. You might also think Mr. Mendlowitz is crazy, but he has used every technique he will describe in this program and has been designated as one of America’s most successful accountants by The Wall Street Journal, the Journal of Accountancy and Accounting Today.

Everyone who has staff reporting to them will benefit from this scintillating program.

Time will be provided for you to ask questions directly to Mr. Mendlowitz via email during the program.

Who Should Attend
Anyone that supervises, reviews, trains, manages anyone in their firm, at clients or in volunteer positions; managing partners and other partners who want their firm to have the right procedures in place; staff who want to grow and perform at a higher level

Topics Covered

• Purpose of delegating
• Who to hire
• More important, who NOT to hire
• How you can adapt the attributes of great companies to your staffing
• Purposes of Ed's 30:30 Training Method
• The 30:30 method step by step
• Training entry level supervisors
• Getting staff started in every client situation
• Using the "Managing the Monkey" technique
• How "I-Power" continuous improvement method uncovers employee dissatisfaction in an unintrusive and fun manner
• 17 ways to improve productivity
• 20 things to consider while training staff
• Staff development and growth checklist
• Sample employment policies
• Teaching judgment
• Having staff take "ownership"

Learning Objectives

• Gain a practical understanding of how to train, teach and develop staff
• Apply easy takeaways for supervisors, managers and partners to do a more effective job of getting staff to do better quality works
• Describe how to empower staff
• Demonstrate how to leverage your strengths and duplicate what you would usually do

Level
Intermediate

Instructional Method
Group: Internet-based

NASBA Field of Study
Personnel/HR (2 hours)

Program Prerequisites
Basic understanding of CPA firm procedures and staff development.

Advance Preparation
None

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