Manager Development Program – Facilitated Online

About The Event:

Held online over six half day sessions via Teams on the following Monday afternoons: 24 February, 3 March, 10 March, 17 March, 24 March, 31 March 2025. This event is designed for new and experienced managers in accounting and advisory firms.

Time: 1pm to 5pm NSW/VIC time, 12pm to 4pm QLD, 12:30pm to 4:30pm SA, 10am to 2pm WA

Your Enrolment Includes:

• 20 hours of CPD for CAANZ, CPAA or IPA members
• A participant workbook for each of the three days / six half days and any other materials required
• An individual follow up call for each participant after completion of the program
• A certificate of completion for each participant

Summary of Content

Summary of content:

Half Day 1

Warm up exercise and interactive introduction of participants and agenda.

Module 1: The role of a manager in an accounting firm – what it is and isn’t and how it differs to other roles.

Module 2: Managing yourself and your priorities to be effective.

Half Day 2

Module 3: Managing others –master the art of delegation, apply the Situational Leadership model and understand what motivates people.

Module 4: Presentation skills – structuring and delivering a memorable presentation. On day two each participant will be applying these skills to deliver a prepared 5 minute presentation to the group.

Wrap up: Summary of the first two half days, identification of three key actions by each participant.

Half Day 3

Module 5: Managing jobs – to keep the business engine running smoothly – get jobs completed on time, on budget and promptly billed and collected.

Module 7: Communicating and working effectively with others. Each participant will complete a DiSC profile assessment which will be discussed during the module delivery.

Note: Module 6 Applying presentation skills is done separately for the online version of the program. Each participant will be asked to prepare and deliver a five minute presentation which they record and then Rob will provide feedback on it after viewing the recording.

Half Day 4

Module 8: Client service and relationship management. Includes how to become a trusted advisor and add some wow for your clients.

Module 9: Business development / marketing – what managers can do. Each participant will start on building a personalised BD plan.

Wrap up: Summary of the second two half days, identification of three key actions by each participant.

Half Day 5

Module 10: Delivering beyond compliance for your clients. Why is this useful and how managers can play a critical role.

Module 11: Giving feedback – informal day to day and more formal performance reviews.

Half Day 6

Module 12: Running effective business meetings. How to make the most of your meetings and to know if you even need one!

Module 13: Negotiating with and influencing others. Build your confidence in dealing with others and having your views accepted.

Wrap up: summary of the days, identification of three key actions and certificate of completion presentation.