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Whetstonegroup

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Self-Study CPE
HOW TO SUCCEED AS A FIRST TIME MANAGER
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GENDER DIFFERENCES ARE ASSETS: RECOGNIZE & LEVERAGE YOUR WORKFORCE STRENGTHS
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USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
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NURTURING YOUR SOUL
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GETTING BACK TO WHO YOU ARE: AUTHENTICITY
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BEING PRESENT TO BE PRODUCTIVE: INCORPORATING MINDFULNESS INTO OUR DAY
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MAKING YOUR RESOLUTIONS WORK
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GENDER COMMUNICATION DIFFERENCES: THE IMPACT AT WORK
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KEY CHARACTERISTICS OF INSPIRATIONAL LEADERS
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BE MORE PRESENT TO BE PRODUCTIVE: INTENTIONAL TIME MANAGEMENT
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Free cpe webinars
Win-Win Delegation Strategies for Accounting Professionals

WIN-WIN DELEGATION STRATEGIES FOR ACCOUNTING PROFESSIONALS

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Personal Development
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Leadership
Course Description

At some point every professional faces the delegation dilemma. On one hand, we know we should delegate more in order to operate at our highest and best use. On the other hand, delegation can take time that
we don’t have—because we need to delegate. This course offers specific strategies, tips, pitfalls and tools which will enable participants to more effectively transition work and model behaviors in order to foster delegation among others.

Learning Objectives:


  • How to recognize and avoid delegation pitfalls

  • The importance of modeling good delegation practices

  • Strategies to develop others through delegation behaviors

  • Why how you delegate is as important as what you delegate

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Whetstonegroup

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms nationwide. She has more than 20 years of CPA firm marketing experience.

Carrie helps clients:

  • Build a sustainable growth culture and improve employee engagement
  • Develop a firm vision for growth and effective top-line growth plans
  • Establish systems of accountability for business development
  • Improve sales results to maximize ROI on marketing

 

She is also a skilled trainer, providing group sales training, curriculum development, and one-on-one coaching that enables attendees to better understand the sales cycle and develop the personal skills necessary to close sales. Firm leaders, practitioners, marketing professionals benefit from her knowledge and dynamic approach.

Before joining Whetstone, Carrie was an in-house marketing director in the national marketing office of RSM McGladrey, Inc.

Carrie has presented for the AICPA, the Association for Accounting Marketing’s (AAM) Annual Summit, the Indiana CPA Society, DFK USA’s Annual Growth Summit, Moore Stephens North America, MSI Global Alliance’s International Managing Partner Con- ference, BKR’s Annual Marketing Meeting, Allinial Global, AGN MAP Conference and The International Group of Accounting Firms (IGAF). She has been published in the AAM’s MarkeTrends, The Journal of Accountancy and the CPA Practice Management Forum. She is a co-author of “Bridging the Gap: Strengthening the Connection between Current and Emerging Leaders in the CPA Profession”.

Carrie is Vice-President of the CPA Consultants’ Alliance (CPACA), a working group of thought leaders within the CPA profession. She is also the current Treasurer of the National Association of Accounting Marketing’s (AAM's) Board of Directors, past Chair of AAM’s Education Committee and a member of The CPA Consultants’ Trust.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Whetstonegroup

A Whetstone is a tool used to sharpen a cutting edge. Although a simple tool, it must be applied correctly to be effective. The Whetstone Group’s mission is to help our clients improve value drivers and hone their competitive edge. Each tool has been tested and refined by professionals with decades of experience in the accounting profession. When applied properly these tools can restore your sharp focus and offer you new ways to not only compete, but also grow.

In August of 2000 Larry Bildstein and Carrie Steffen founded The Whetstone Group. Combining their knowledge of the accounting profession, Larry’s experience as a regional managing partner with RSM McGladrey and Carrie’s leadership in the RSM’s national marketing office, The Whetstone Group offers CPA firms nationwide proven and effective tools for top-line growth and increasing firm value.