Executive Leadership

AGN Executive Leadership Workshop

Special Training Session for Managing Partners, Partners, and Operational Leaders
COST: $350 per person when you register before February 28th
$375 per person for registrations between March 1st and May 10th
$400 per person for registrations after May 11th
(Above costs do not include airfare, hotel, and ground transportation) 

AGN is excited to offer Executive Leadership Workshops to help our firm leaders sharpen their personal skills and lead a firm poised for future success. This interactive series is designed to help you identify behaviors, assess your abilities, and develop a plan for improving your influence and impact as a leader. We will assess your current leadership level, help you integrate the laws of leadership, and create a Leadership Action Plan that you can apply to your daily practices. Participants will be equipped with simple yet powerful principles, values and laws of leadership that can bring about positive behavorial changes to enhance your leadership effectiveness.

The Four Essential Roles of Leadership
Wednesday, June 5, 8 a.m. - 4 p.m.
7 hrs. CPE/CPD in Personal Development
Cost: $350 (includes all materials, continental breakfast. lunch and refreshments)


The Leadership Challenge: Effective mid-senior-level leaders are required to think bigger, create and implement strategy, align operational systems, execute consistently, and build a pipeline of other leaders. Without training, coaching and feedback, many leaders struggle to achieve the next level of results.

Effective leaders employ a simple, principle-based framework to help them know where to focus their time and energy in order to lead themselves, their teams, and the business. 

This framework is made up of four essential roles:

Inspire Trust. Effective leaders are trusted. They lead with both competence—born from their capabilities and results—and character—drawn from their integrity and intent. Inspire Trust is at the core of the model because leadership effectiveness is built from the inside out.

Create Vision. Effective leaders have a vision. They think bigger. They translate organizational strategy and make it meaningful for their team, key stakeholders, and the organization.

Execute Strategy. Effective leaders know how to get the most important work done—through and with others. First, they align organizational systems to support their strategy. Second, they implement a consistent execution process.

Coach Potential. Effective leaders build a leadership pipeline by intentionally developing their team. They move from telling others what to do, to building capability in others through intentional feedback, coaching, and reinforcement.

As our senior leaders align their behavior to these Four Essential Roles, they are measurably more effective and able to consistently achieve their most important results. This session will cover the last two Essential Roles and is a continuation of the ELW at NARM 2018. 
Meet the Speakers
Jonathon D. Horn
Chief Human Resource Officer | Clark Schaefer Hackett


As Clark Schaefer Hackett’s Chief Human Resource Officer, Jonathon Horn provides strategic direction and oversight for all areas of HR within the firm, including learning and development, compensation and benefits, regulatory compliance, and policies and procedures. He has also led the implementation of CSH’s strategic plan, specifically in the areas of firm culture and maximizing career opportunities for all employees. 

Jon directed his own private management consulting practice for five years, has held leadership roles in the accounting and manufacturing industries, and was a decorated military officer. He has extensive experience presenting at industry conferences and to trade groups. Jon was recognized as one of the Dayton Business Journal’s “40 Under Forty” outstanding business leaders in 2004.


Beth Harvey
Strategic Talent Management Consultant | Clark Schaefer Hackett


As a Strategic Talent Management Consultant for Clark Schaefer Hackett, Beth Harvey provides ongoing needs assessment for the firm's clients, and works to ensure leaders are supported in building sustainable talent pipelines. Beth also curates the strategic talent needs of CSH.
Beth applies her 15 years of training, management and human resources experience to her work with internal and external clients. Her training and development expertise involves analysis, design, development, implementation and evaluation in instructor-led, e-learning and webinar formats. Beth has experience in organizational development with focus on organizational design, employee engagement and management development. She has also helped facilitate culture change, provided employee development opportunities, coached leaders and provided talent management services. Beth's specialties include, leadership development, facilitation, instructional design, employee development and corporate education.

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:  7 hrs. CPE in Personal Development
Registration:  Online at www.agn.org

Cancellation/Refund Policy:  Cancellations for all technical and social events must be received before 5 pm MT on May 16, 2018 to avoid penalty. While substitutions will always be accepted, cancellations received between May 17 and May 26, 2018 are subject to a fee of $200. Unfortunately, no refunds are available for cancellations received after May 26, 2018. 

Record Retention:
 All CPE records are maintained in the AGN database for a minimum of five years
Compliance Resolution:  Contact AGN International - North America
Cindy Frey via email or phone her at 303-743-7880


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.

Fire Up Growth Program

If you are an “almost partner” and need to focus on your business development and marketing skills, you might want to also check out our Fire Up Growth Program here.