planet consulting circle device

Manager Development Program

When and Where

3 x full day sessions face to face on the following Tuesdays:
15 October, 29 October and 5 November

3 x full day sessions face to face on the following Wednesdays:
16 October, 30 October and 13 November

3 x full day sessions face to face on the following Thursdays:
17 October, 31 October and 14 November

6 x half day sessions via Zoom on the following Monday afternoons:
14 October, 21 October, 28 October and 4 November, 11 November, 18 November

Feedback from past attendees:

Rob was a great and informed presenter who facilitated engaging workshops. Couldn't recommend highly enough.

Mitchell Tieck, Business Services & Tax Supervisor, Prosperity Advisers

Great, brilliant, amazing.

Daniel Carlino, Senior Accountant, Omnis Group

Rob has delivered a fantastic workshop that challenges our outlook as a manager and the skills involved which he has backed up with his knowledge and experience.

Jonathan Lau, Supervisor Business Services, Flinders Financial

Rob is very knowledgeable, knows his stuff really well and very engaging. Amazing content, a great course

Shaun Gogna, Assistant Manager, Banks Group

Very interesting and provides lots of ideas to apply and think about. Rob definitely knows his stuff and gets participants’ engagement and interest.

Brooke Perriman, Manager, Daniel Allison & Associates

A highly recommended program. Lots of useful tools and tips on how we can be better managers in the workplace.

Chris Tong, Manager, CharterNet

Rob's workshops have been well structured and presented - an absolute brilliant course for professional service managers.

Matt Beattie, General Manager, Quantum Advisory

Who is this program designed for?

It is for new and experienced managers in accounting and advisory firms or someone who is on the path become a manager.

The typical role of participants is Senior Accountant, Supervisor, Assistant Manager, Manager or Senior Manager.

The program is suitable for business services, tax, advisory, audit, insolvency and practice/office managers. We’ve also had people in financial planning participate.

How long is it?

The face to face program runs over three full days with a break of three to four weeks between each day to allow consolidation of each day’s learnings. The online facilitated program runs over six half days with typically a week or two between sessions. Both formats deliver 20 hours of CPD for members of CAANZ, CPAA or IPA.

How interactive is it?

Very interactive! Both for the face to face and online facilitated version each module has activities for participants where they typically work in groups of two or three to discuss ideas or work on case studies. Plus Rob as facilitator takes questions from participants on the fly all the way through. He also asks lots of questions of participants!

What topics are covered?

The program is broken into 13 modules as summarised below. The content has been put together by Rob Pillans based on his many years’ experience in firms (including as a Business Services and General Manager) and supporting firms, and specific feedback from firms on what they are seeking managers to be trained in.

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

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.

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

Module 13: Business development / marketing – what managers can do. Each participant will start on building a personalised BD plan.

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

Who is facilitating the program?

Rob Pillans facilitates all face to face and online programs. See Rob’s profile here. As at January 2023, 204 people have participated in the program and given it an average rating of 4.8 where 4 is excellent and 5 is outstanding. Participants love Rob’s skills, knowledge and energy as a facilitator and value the real world examples he integrates into the program.

What is the investment required?

Face to face – $2,200 + GST per manager for the three days or $2,100 + GST for more than one participant from the same firm.

Online – $1,900 + GST per participant for the six half days or $1,800 + GST for more than one participant from the same firm.

This includes:

  • 20 hours of CPD for CAANZ, CPAA or IPA members
  • Participant workbooks
  • Full catering for each day* – beverages on arrival, morning tea, lunch and afternoon tea (*face to face program only)
  • An individual follow up call for each participant with Rob after program completion
  • A certificate of completion for each participant

I will definitely be taking tools away that I can apply in the workplace.

Peggotty Koszek, Fortunity

Rob was always fully across all subjects. Free flowing conversation, entertaining and engaging.  Loads of practical ideas. Looking forward to putting into practice.

Brad Cochrane, Altus Financial

It was all very relevant. Love the personal insights and real world experience.

Nice to have a presenter who worked in our industry. Outstanding.

Sarah Pyke, Altus Financial

Great session – engaging and beneficial

Bernard Wai, CharterNet

Rob is very knowledgeable all round. Excellent presentations skills, great to learn from.

Chris Thorndyke, Altus Financial

Very insightful session, relevant to managers of various levels of experience. Useful tips and tricks.

Deepika Gunasakaran, CharterNet