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

Overview

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

Prerequisites

None

Designed For

Professional staff moving into a leadership role

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

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.