Next Steps Series - Development: Moving From Employee to Manager to Leader

Course Details

Date

Thursday, May 29, 2025

11:00am – 12:05pm (Registration: 2:02am)

Location

Online

Field of Study

Personal Development

CPE Credit

1 hour CPE credit

Level of Knowledge

Beginning

Vendor

AICPA

Prerequisites

None

Description

First-time supervisors face unique challenges as they transition to management. They must supervise work with which they may be unfamiliar, and supervise employees with whom they had previously been co-workers or employees with greater seniority. They must understand the extent of responsibility and decision-making authority they have, finding ways to communicate expectations to their employees and making possibly unpopular decisions. Excellence in technical or financial skills does not automatically translate to excellence in leading and supervising others.

This course will give new supervisors, managers, and leaders the skills and understanding needed to successfully navigate the transition.

Highlights

  • The differences between being an employee versus a manager or leader
  • New skills needed
  • Letting go of your old role
  • Building a coaching culture
  • Motivating people
  • Goal setting
  • Leader credibility
  • Delegating tasks
  • Handling feedback
  • Managing friends
  • Aligning Leadership with Strategy

    Objectives

    • Recognize the new roles of Manager and Leader from a beginning point of employee
    • Understand how to set SMART goals and communicate them up and down the organizational chain.
    • Recall the elements of leader credibility
    • Identify successful and unsuccessful techniques used for motivating people
    • Identify challenging factors when managing friends

    Designed For

    Professional staff moving into a leadership role

  • Course Pricing

    WYOCPA Member Fee
    $75.00

    Non-Member Fee
    $89.00

    Your Price
    $89.00

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