AHI: Level IV - Management and Leadership Essentials Training (June)
Availability
Registration Required
Online Meeting
Jun 01 - Jun 04, 2026 CT
Cost
Member: $780.00
Non-Member: $880.00
Retired: $0.00
Educator & Government & Non-Profit Employee: $0.00
Credit Offered
24 CPE Credits
Field of Study:
  • 3.6 Personal Development
  • 7.4 Personnel/Human Resources
  • 4.2 Business Management & Organization
  • 8.8 Communications and Marketing
Your supervisors are now responsible for leading teams, ensuring efficiency, and delivering high-quality client service. This level focuses on key leadership and operational skills.

Designed For: Managers and Senior Managers in audit, tax, consulting, and accounting services. Sole practitioners.
Expectations of the Supervisor: Defining Your Leadership Role

Your supervisors will explore the evolving expectations of their role, learning how to transition from task execution to team leadership and firm growth.

Leadership Skills and Styles – Leveraging Your Leadership Traits

Great leadership starts with self-awareness. In this module, supervisors will assess their leadership style, uncover their unique strengths, and learn how to apply them effectively. By leveraging their natural leadership traits, they’ll learn to improve staff performance, drive team engagement, and enhance client success.

Managing Self and Priorities: Enhancing Productivity

Time is a supervisor’s most valuable resource. Participants will assess their current prioritization habits and learn proven strategies for goal setting, delegation, and reducing inefficiencies.

Improving Communication Skills: Building Stronger Connections

Effective supervisors communicate with clarity and confidence. This session sharpens participants’ ability to provide feedback, facilitate discussions, and model strong communication skills.

Human Motivation: Strengthening Team Engagement

Your supervisors will explore motivation strategies to drive performance and staff retention. They’ll learn how to adapt leadership styles, coach junior staff, and foster a culture of engagement.

Supervising, Evaluating, and Coaching Staff: Building High-Performing Teams

Your supervisors will refine their approach to delegation, performance evaluations, and staff development. They’ll gain practical skills through case studies and role-playing exercises.

Helping Your Organization Grow: Driving Firm Success

This module reinforces the three pillars of firm growth: retaining clients, expanding services, and generating referrals. Your supervisors will learn how to recognize opportunities and communicate value effectively.
3 to 4+ years experience
Please note that this course is from a third party vendor, AHI Associates. We strongly recommend registering no later than one hour before the course begins. Please contact Carol Sohn if you have questions at least 24 hours before the course begins: ahi-admin@ahiassociates.com. For technical help, please call AHI at 310-567-1284.
Powered By