Manager Development Program – Perth

About The Event:

Held over three days: Tues 18 Oct, Thurs 3 Nov and Tues 29 Nov 2022 in Perth CBD, this event is designed for new and experienced managers in accounting and advisory firms.

Your Enrolment Includes:

• 20 hours of CPD for CAANZ, CPAA or IPA members
• A participant workbook for each of the three days and any other materials required
• Full catering for each day – beverages on arrival, morning tea, lunch and afternoon tea
• An individual follow up call for each participant with Rob after each of the three days
• A certificate of completion for each participant
• Feedback to each participant’s director/partner at a high level on that person’s participation in the program

Summary of content:

13 modules, presented over 3 x full days (face to face), or 6 x half days (online).

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.

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 day, identification of three key actions by each participant.

Day 2

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

Module 6: Applying presentation skills – each person delivers a prepared 5 minute presentation on “how I helped a client” which is videoed and feedback provided including from other participants.

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

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

Wrap up: Summary of the day, identification of three key actions by each participant.

Day 3

Module 9: Business development / marketing – We build an understanding of BD and each participant will start on building a personalised BD plan.

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

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

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.