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Leadership

About this topic

Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.

What firms must do to better develop their people

This article shares six simple ideas to improve your firm’s feedback.

Article Talent retention Intermediate

How to increase CPAs’ happiness on the job

This article discusses three factors that have the most impact on employees well-being: having hope, a calling, and autonomy.

Article Motivating & inspiring Advanced

Coaching programs get new partners off to a great start

Learn about the benefits of coaching programs, including tips on starting a program at your firm.

Article Coaching & mentoring Foundational

How to manage underperformers

This article provides the strategies for dealing with the underperformers on your team.

Article Driving performance Intermediate

7 communication tips for new tax managers

This article provides advice for effective communication during busy periods and throughout the year.

Article Communication Foundational

Manager Survival Series: The chronically late or absent employee

This article offers tips on to how to handle the chronically late or absent professional employee in the typical workplace.

Article Driving performance Intermediate

Building trust with your team

The primary goal of leaders who want to bring about change should be to build trust at all levels. This article provides strategies to build trust within your team.

Article Team building Intermediate

9 skills of a great organisational coach

This article reminds us of critical coaching skills we need both in individual and corporate coaching.

Article Coaching & mentoring Intermediate

How to handle poor performers

This article provides tips guidance for identifying and dealing with poor performance.

Article Driving performance Foundational

Be strategic when awarding raises and promotions

Having a solid review and reward process is a way to develop a sustainable and effective workforce. This article provides advice for a successful review period.

Article Driving performance Advanced

Millennial women: How to woo a new generation of employees

Millennial women make ideal employees. Read this article to learn what is needed to recruit and retain this demographic of the workforce.

Article Team building Foundational

Recruit with Intention

This article details some important considerations to drive successful recruiting.

Article Talent recruitment Foundational