Special Training Session for Managing Partners, Partners, and Operational Leaders

AGN's new Executive Leadership Workshops (ELW) are designed to help our firm leaders sharpen their personal skills and lead a firm poised for future success. The first workshop was held in conjuction with the 2017 NARM in June. The second workshop is conveniently held in conjunction with this year's 2017 Practice Management Conference. While this program was designed as a two-part series, participation in one or both sessions is advisable. The program is facilitated by Brad Self of Clark Schaefer Hackett, a top 100 firm that has garnered national recognition for culture, leadership development, talent management, and employee engagement initiatives.

Leading Through Relationships

Today’s executive leaders must be partners with their people. They cannot lead solely based on positional power. As a leader or leader in the making, we have the incredible opportunity to bring out the best in people. To do this we must draw out the best in ourselves. Leaders and managers are not the same. While leaders may be effective managers, not all managers can rightfully be called leaders. Individuals who are leaders inspire, motivate, and energize people with their clear visions and strategies towards a shared goal. Main stream and traditional managers are short term oriented and are concerned with the day to day activities. They are efficient at organizing, allocating, controlling, and monitoring resources. Managers do things right, but leaders do the right things.  As a leader, you discern the right course, set the pace, influence others to follow, and inspire them to excellence and success. 

Effective leadership plays the most important part in the success of any company or firm. In this program you will learn how to “lift the lid” of your personal leadership abilities and enable your company or firm to grow beyond their current level. The higher leaders rise, the higher you will take the organization and ensure long term success for our organization. 

This AGN Leadership Program is designed to help you identify behaviors, assess your abilities, and develop a plan for improvement. This interactive program will assess your current leadership level, integrate the laws of leadership and create a Leadership Action Plan that you can take and apply to your daily practices. The program is designed to equip you with the simple yet powerful principles, values and laws of leadership that can bring about positive behavioral changes to enhance your leadership effectiveness. 

Introduction and Review
• What is True Leadership
• Personal Values: (continue this discussion)
• How Do We Grow as a Leader - The Gap Trap
• The Four Steps of Influence/Leadership
• Principles of the Four Steps
• Who Do You Influence/Lead

Step 2: Build Relationships 
• Permission Level Leadership (build relationships)
• Relationship Assessment - How to Develop Relationships with Critical People
• Connection Through Dialogue and Understanding - Art of Questioning Exercise
• Connecting Actions
   - Leadership Functions on the Basis of Trust
   - The Law of Solid Ground
   - Emotional Bank Account
   - Trust Taxes and Dividends
   - Trust / Integrity Case Study  
   - What Does No Trust Look Like?
   - 13 Behaviors of High Trust

Step 3: Get Results
   - Achieve Results Through the Effective Management of Relationships
   - Pareto Principle (80/20 rule)
   - Achieving Optimal Results with the Right People

Step 4: Growing Others
   - What are you doing for the people in your firm?
   - People Do What They See
   - The Five Step Equipping Process
Instructor: Bradley R. Self, Chief Talent Officer

Brad Self brings more than 25 years of experience in a wide range of human resource areas to his role as Clark Schaefer Hackett’s Chief Talent Officer. At CSH, Brad uses his passion for creating employee development plans and strategies to drive firm-wide employee engagement. By offering tools and resources that support career success, he galvanizes the CSH workforce to be involved in, enthusiastic about and committed to their work. Brad is a champion for CSH Max, the firm’s career opportunity maximization program, which includes recruitment, performance management, professional development, employee retention and career progression planning.

Before joining CSH, Brad led the development and strategy of employee engagement and development programs—on a local, national and global level—in diverse industries such as flavors, pharmaceutical, information technology and manufacturing. Brad has presented and led workshops on a number of human resource topics, including leadership development, emotional intelligence, social awareness and communication. [learn more]

Continuing Education Information (CPE/CPD)

Canadian Members: you may submit your CPE certificate to your Provincial Institute to qualify for CPD. 

Learning Objectives:  The overall objective of this Executive Leadership Workshop is to provide organizational learning processes that are collaborative and iterative so as to expand participants' knowledge in the critical areas of Personal Development, Practice Management, and Human Resources.

Prerequisites:  Must be a firm partner or have partner approval to attend
Program Level:  Advanced
Advanced Preparation:  None
Delivery Type:  Group - Live
CPE Credit / Field of Study:  8 hrs. CPE in Personal Development
Registration:  Online at www.agn.org

Cancellation/Refund Policy:  TBD 

Record Retention:
 All CPE records are maintained in the AGN database for a minimum of five years
Compliance Resolution:  Contact AGN International - North America's Regional Director
Kathy Sautters via email or phone her at 303-743-7880, option 1

AGN International - North America Inc. 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

AGN International - North America, Inc. is also registered with the Texas State Board of Public Accountancy.