NextManagers Academy

Becoming a Manager is a critical point in a career. Suddenly you are expected to straddle performing work and managing others, worry about budgets as well as client communications, and also look at internal processes and efficiencies in the practice. This is where technical, operations, client relationships and business development all start to come together.

To help prepare for this new challenge, AGN is pleased to present its NextManagers Academy. This year-long course will prepare professionals in all disciplines and all countries for their first true leadership role, giving them time to hone their skills in a supportive environment and build relationships with peers that they can call on for support throughout their careers.

Led by instructors from Clark Schaefer Hackett, this program is designed to equip participants with the simple yet powerful principles, values and laws of leadership that can bring about positive behavioral changes to enhance your leadership effectiveness. This is done by helping each person to identify personal behaviors, assess his or her abilities, and develop a plan for improvement. This interactive course will determine the current leadership level, integrate the laws of leadership and create an individual Leadership Action Plan that can be applied to daily practices. 

Our year-long program begins with a three-day in-person kickoff session, but it doesn’t end there. The principles are reinforced and enhanced through a series of interactive webinars held throughout the year. The session concludes with a three-day in-person meeting to share, workshop and bring together the concepts covered throughout the past twelve months.  

Finally, it is at this level when professionals really start to strengthen and utilize their network of resources. AGN is poised to be a large part of that network, and we want to help our participants create a camaraderie that will last throughout their careers. Keeping them together throughout this year-long process – and hopefully together through the NextLeaders Academy – will develop a comfort and familiarity to share ideas, best practices and expertise in the years to come.

2021 Program Information
November 4-5 | Cincinnati, OH 

COST: $3,200 for year-long program (includes 2 live meetings and 3 webinars)
Above costs do not include airfare, hotel, and ground transportation. Firms are responsible for booking their own hotel and flights.


Arrive on Wednesday in time for the reception at 6:30 pm
Class will be from 8:00 am - 5 pm on Thursday. Class will end at 4pm on Friday - please plan your travel accordingly. 


Course Overview
** Note: The new class and graduating class will go through the Live Training Classes together, and we will alternate the Effective Leadership for Managers and 7 Habits for Managers trainings each year.**

Live Training Class: Managers versus Leaders
Today’s 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 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.

The AGN Effective Leadership for Managers Program is designed to help you identify behaviors, assess your current 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 skills of leadership that can bring about positive behavioral changes to enhance your leadership effectiveness.

     Step 1: Introduction (Behaviors)
            • A Unique Leadership Approach
                - Culture, Character, Capabilities
            • Leadership Level Competencies
            • Developing Leadership Effectiveness
            • What is True Leadership
            • Personal Values
            • Leadership Progression
                - Job Knowledge
                - Management Skills
                - Leadership Behavior
            • How do we grow as a Leader?
            • The Four Steps of Influence/ Leadership
            • Principles of the 4 Steps
            • Who do you Influence/Lead?
                - Circle of Influence Exercise

     Step 2: Building Relationships
            • Permission Level Leadership (buildrelationships)
            • Connections
            • Listening Skill Development
                - 5 Listening Approaches
                      •  Appreciative
                      •  Empathic
                      •  Comprehensive
                      •  Discerning
                      •  Evaluative
            • Case Study Connecting with People
            • Relationship Assessment
                - How to Develop the Relationships with Critical People
            • Connection through Dialogue and Understanding
- Art of Questioning Exercise
            • Connecting Actions
            • Attitude and Leadership
                - Attitude Assessment
            • TRUST
                - Leadership Functions on the Basis of Trust
- 13 Behaviors of High Trust
            • Core Values and Understanding the Leader Within You

     Step 3: Getting Results
Achieve Results through the Effective Management of Relationships
Pareto Principle (80/20 rule)
            • Achieving Optimal Results with the Right People
            • What Motivates You
            • The Vision

     Step 4: Grow Others
            • What are you doing for the people in your Firm?
            • People Do What People See
            • The 5 Step Equipping Process
            • Step One: I Model
            • Step Two: I Coach or Mentor
            • Step Three: I Monitor
            • Step Four: You Move Forward
            • Step Five: We Multiply
            • Bringing it all Together

Webinar 1: Crucial Conversations
Learn how to keep your cool  and  get  the  results  you  want  when  emotions  flare. When stakes are high, opinions vary, and emotions run strong, you have three choices: Avoid a crucial conversation and suffer the consequences; handle the conversation badly and suffer the consequences; or read Crucial Conversations and discover how to communicate best when it matters most. Crucial Conversations gives you the tools you need to step up to life's most difficult and important conversations, say what's on your mind, and achieve the positive resolutions you want. You'll learn how to:

      • Prepare for high-impact situations with a six-minute mastery technique
      • Make it safe to talk about almost anything
      • Be persuasive, not abrasive
      • Keep listening when others blow up or clam up
      • Turn crucial conversations into the action and results you want

Whether they take place at work or at home, with your neighbors or your spouse, crucial conversations can have a profound impact on your career, your happiness, and your future. With the skills you learn in this book, you'll never have to worry about the outcome of a crucial conversation again.


Webinar 2: Business Development Concepts 
Topic 1: Strategic Growth Alternatives
Topic 2: Setting Growth Goals
Topic 3: Marketing vs. Sales and Importance of Focus Topic 4: Defining a Role in Growth

Topic 4: Review: Definition of Sales (vs. Marketing) and the Sales Cycle
Topic 5: Finding the Right Opportunities
Topic 6: Methods of Prospecting
Topic 7: Before, During and After Approach

Webinar 3: The Art of Influence
Leadership is influence and each one of us can influence people. This course will allow you to discover key influencing terms and determine how to manage your Sphere of Influence.
Through reflective activities, you will develop your strategy and build a persuasive influencing case. To prepare for this class, participants should come with an idea of a project, change, or activity that he or she would like to influence others to accomplish. For example, unlimited PTO policy, casual dress code at work, converting to a 4-day work week, bring your pet to work day, etc.


Live Training Class: 7 Habits for Managers®
Successfully leading a team takes a unique and different set of skills than those of an individual contributor. It’s hard to be a good boss! Many leaders and managers have been promoted due to their individual competence, but struggle when it comes to leading and managing people. When managers fail, it is usually because they were unable to achieve important results. That failure typically stems from two causes:

1. They manage others before managing themselves.
2. They manage people instead of letting them manage themselves against shared expectations.

The 7 Habits for Managers® equips team leaders to address these basic issues and improve how they achieve sustainable results through and with others. This solution distinctly focuses on who a manager IS, not just what they DO. Its uniqueness is the lens of the 7 Habits framework— and the way it applies new mindsets, skills, and tools towards becoming a great leader who can consistently deliver results. Whether leaders have been in their roles for some time, are brand new, or are emerging leaders, this program will enable them to effectively lead and manage their teams.

The 7 Habits for Managers is built on the framework of The 7 Habits of Highly Effective People. Each Habit has been uniquely retooled to focus on managing oneself and leading others.

Habit 1: Be Proactive® • Achieve extraordinary results by consistently executing their R & I (resourcefulness and initiative) to break through barriers.
Habit 2: Begin With the End in Mind® • Develop an “outcome-oriented” mindset in every activity they engage in—projects, meetings, presentations, contributions, etc.
Habit 3: Put First Things First® • Eliminate energy and time-wasting tendencies by focusing and executing on the team’s Wildly Important Goals with a weekly planning cadence.
Habit 4: Think Win-Win® • Lead teams that are motivated to perform superbly through a shared expectation and accountability process.
Habit 5: Seek First to Understand, Then to Be Understood® • Create an atmosphere of candid and helpful give-and-take by taking the time to fully understand issues and giving candid and accurate feedback.
Habit 6: Synergize® • Demonstrate innovative problem solving by seeking out differences and new and better alternatives.
Habit 7: Sharpen the Saw® • Tap into the highest and best contribution of everyone on a team by unleashing the total strength, passion, capability, and spirit of each individual.

Live Training Class: Day 3 Agenda

8:30 am - 9:30 am: Participant Roundtable and Program Debrief
                                Graduating Class will share what was most beneficial and advice
                               • New Class will share what they are most wanting to get out of the program
9:30 am - 10:30 am: Manager Panel   
10:30 am - 11:30 am: Partner Panel
11:30 am - 12:00 pm: Graduation Ceremony and Photos
12:00 pm: Exit
General Information

Program Duration/Delivery Method: 40 hours (Group Live); 6 hours (Group Internet Based)
Advanced Prep: None
Registration: Online at
Record Retention: All CPE records are maintained in the AGN databse for a minimum of five years
Complaint Resolution: Contact AGN International-North America's Director of Member Programs Ashleigh Lambert via email or phone her directly 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: 

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