Unlock the Vault: Proven Secrets to Magnetize A+ Talent

Level Up Your Leadership

Discover the exclusive strategies that successful organizations use to attract high-performers who thrive on growth and clear career paths. This course will transform your talent development approach by equipping you with innovative recruiting and retention techniques. Regardless of your company's size, learn how to transform your organization into an irresistible destination for top talent.

Master the Art of CPA Communication: Boost Your Influence and Impact!

Level Up Your Leadership

Discover the communication edge that will take your CPA career to the next level. Learn practical skills for effective client interactions, building trust, and communicating complex ideas with poise and precision.

Unlock the Secret Formula: How to Build High-Performing Teams That Drive Success

Level Up You Leadership

Discover the hidden gems behind the world’s most successful teams in this engaging and transformative session. Learn how to create an unstoppable powerhouse of collaboration, innovation, and growth in your own organization. Join us to uncover actionable insights and proven strategies that will elevate your team’s performance to new heights and ensure lasting success!

Retaining Your Employees: Winning from the Inside Out

Level Up Your Leadership

If you take care of your people, they will not only stay, but will also take good care of your clients. It’s as simple as that. As organizations hyper-focus on customer-centric transformation, the needs of your employees  and managers will shift too. Your employees are your customers. Learn how to create a differentiated employee experience by identify and visualize their pain points and opportunities. Optimize their employee experience using key consulting skills and journey maps that deliver actionable insights. This will have a direct
impact on your external customer’s experience!

Leadershift: Things Must Change! Leading Change Ethically (Click to take the online course version)

Leadership, Change Management

With the rapid pace of change, change now happens daily in business.  It can be difficult to navigate change when right and wrong can get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the change evolves.  Change always becomes something different than what was originally planned or imagined.  Learn how to measure your ethics through change and how to filter everything you do during change through a simple litmus test.  Through the power of story, learn from the lessons of other organizations and their ethical mistakes. Last, you will take away what is required to manage yourself so that when ethical decisions arise, you have the mental capacity to manage through it well.

Leadershift Ethics: Drive Results Through Ethical Performance Management

Leadership Ethics 

Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results that are repeated year after year. Striking the balance between these two critical aspects does not have to be rocket science. 

In this power-packed course, the formula to be an Inspirational leader has been masterfully developed and covers the soft skills of Inspirational leadership and the Results Model: Goal Setting + Coaching + Follow Up with proven results from dozens of both large and small companies. These cornerstones are simple but can be hard to execute because it is HOW you do it first, then WHAT you do second. This exciting course is designed to ignite your leadership skills by putting theory into practice; drilling into real live examples and experiencing first-hand what excellence sounds like through role-playing and building your action plan. Get ready to become an inspirational leader and learn the steps required to get the results you really want.

Mastering the Art of Conflict: Transformative Strategies for CPAs

Level Up Your Leadership

Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and
innovation. In this engaging session, discover powerful strategies drawn from bestselling books—Crucial Conversations, Fierce Conversations, and Leading with Questions—tailored specifically for CPAs. Elevate your conflict management skills to build stronger relationships and foster a productive working environment.

Leadershift: How to Embrace Disruption and Lead Change

Leadership: Change Management

Leading change now ranks in the top three leader skills of the future. As audit, risk management, and governance are relied on more and more in organizational decision-making, the need to lead change is paramount. Leaders and practitioners at all levels must oversee or manage change in today's environment. Whether you are a CEO, small business owner, or individual practitioner, you lead change in your environment.  In this session, learn how to lead change BETTER because everyone is a leader of someone. Build alignment with those you lead and work with, motivate and inspire, and model the behaviors that drive change. This session breaks down strategies into manageable steps that anyone can cultivate.

Create A Change Ready Culture 

Leadership: Shaping Culture

Learn how to create a culture that’s ready for change. You can create a change ready culture in your firm or organization, no matter who you are and no matter your role.  Whether you’re a five-person shop to a fortune 100 organization, you can create an adaptive culture that flourishes in an environment of uncertainty and constant change in ways that create advantage, minimize risk, and sustain performance. 

Leadership Shift: Leading in the Midst of Change

Leadership, Crisis Management, Change Management

Don’t just survive in crisis, learn how to thrive! Turn the crisis into opportunity by employing the right change management techniques at the right time and build your own change crisis toolkit whether a leader or individual contributor. Companies that take this approach can accelerate their teams through change, improve employees and leader performance, and build cohesive teams.

Influencers - What They Really Want and How to Get Unstuck

Leadership, Change Management

One of the most powerful change tools is effective stakeholder management.  While it does utilize communication capabilities, it involves so much more!  Learn how to identify, assess, manage, and influence anyone who can make or break your change efforts so you can move your vision, programs, projects forward. (NEW: Strategic focus on empathy and understanding of the company’s stakeholders).

Build Impactful & Sustainable Training

Talent Management and Learning Development

How do you REALLY get the most out of your workforce?  Invest in THEM!  Discover the most powerful motivator of engagement and innovation and how surprisingly easy and inexpensive it can be to implement. Whether you are a large corporation or a small business, you can level up any training program from onboarding to new technologies with these simple strategies. 

Change Resistance: The Undertow That Will Drag Your Change Effort out to Sea

Leading Change

What’s fascinating about resistance is that it comes in many shapes and sizes and has an undercurrent that can quietly wipe out successful change efforts.  Recognizing the many “corporately acceptable” resistance tactics available to slow or halt your project is the first step to navigating around it or avoiding it altogether.  Learn practical ways to prevent resistance, identify true resister behaviors and then help manage them in a positive way so your change efforts succeed. 

Leadership: Turn the Ship and Create a Healthy Corporate Culture

Leadership: Shaping Culture

Culture effects everything; sales, projects, run-the-business activities and employee satisfaction.  Shifting corporate culture can start with small, intentional steps leaders can take.  Identify unhealthy behaviors and the steps it takes to foster and cultivate a healthy cultural where your people can be adaptive and innovate.

Leadership Redefined: How to Navigate Change with Resiliency

Leadership: Shaping Culture, Leading Change

Leading through ongoing change requires a different kind of leader if you want consistency and sustainability. Leaders are expected to demonstrate so many qualities in the midst of struggling with questions they don’t have answers to. Redefine how you lead and create resiliency.  Learn new ways to connect, collaborate, turn crisis into opportunity, foster hope, and create innovation.