Communications and Marketing

True leadership isn’t about authority—it’s about service. In this session, participants will learn the 10 foundational keys of servant leadership and how to lead with a “service first” mindset while still setting clear expectations, driving accountability, and delivering results. You will explore how trust is built through presence, listening, and follow through; how to develop...

Even the most capable professionals experience hidden mental patterns that affect confidence, clarity, and decision-making. This session equips CPAs with practical tools to understand unconscious bias, recognize imposter-syndrome triggers, reframe self-doubt, and give and receive feedback in ways that reduce threat and build trust.

Serving on a nonprofit board can be one of the most rewarding—and most misunderstood—leadership experiences for a CPA. This course helps you evaluate whether a board role is the right fit, understand the core responsibilities of governance, and build effective working relationships with the CEO/Executive Director. You’ll also learn how to contribute meaningfully beyond meetings,...

Strong organizations don’t leave the future to chance—they build it intentionally. This session gives CPA leaders a practical, transparent, and confidence-building approach to succession planning. Learn how to identify high-potential successors, design a development “curriculum” that accelerates readiness, communicate your plans without signaling premature departure, and strengthen buy-in from rising leaders. Walk away with the...

Conflict is inevitable—but unresolved conflict costs time, trust, productivity, and morale. This practical session gives CPA leaders the tools to analyze difficult situations objectively, choose the right conflict-resolution strategy, and communicate tough messages with confidence and professionalism. You’ll also learn how to de-escalate clashes between two strong-minded leaders, craft clear plans for difficult conversations, and...

Stop wasting time—start compounding results. This practical session shows CPAs how to make every minute work for growth, build rapport faster, sell appointments (not just services), organize smarter sales calls, use social networks strategically, and apply a quick debriefing system that improves your hit rate week over week.

In a profession defined by rapid change, increasing complexity, and constant demands, resilience is no longer optional—it’s a differentiator. This session gives CPAs a practical, actionable framework to strengthen personal resilience, deepen professional relationships, expand support networks, and lead teams through uncertainty with confidence. Participants will learn how to turn challenges into opportunities, make clearer...