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Overview

Your firm’s structure, culture and people are the core of your ability to succeed.

In this two part practice management series (MGT-101 & MGT-102) you will learn about defining an organization structure that suits your firm, how to encourage a collaborative culture in your team, how to hire the right people, and all about motivating, retaining and growing your team whether they’re in the office or dispersed across the globe.

Facilitated by an experienced lineup of leading accountants, technologists and management consultants with real world knowledge and insights, you will gain the skills you need to establish a thriving culture and sustainably grow your team.

Lectures commence August 28th and run weekly for 24 weeks (12 weeks each course.) Spaces are limited.

Primary lecturers

Steph Hinds

Founder, Growthwise and Industry Speaker

https://medium.com/@thenumbersnerd

Steph decided to become an accountant because she wanted to change the future of small businesses in Australia ("I was young, it’s now the world!"). She believes accountants hold the cards, the knowledge and the ability to make an enormous difference in their clients lives. Steph has spent the past 2 years working with accountants and bookkeepers in setting business strategies, implementing technology and becoming the best leaders and managers they can be.

Full profile

Sara Goepel

VP Product, Karbon

http://karbonhq.com

Sara is a product management and development executive with 15 years of experience managing large, global projects/products. She’s taken many new products from research through to successful market launches. This included owning the strategy, roadmap, and leading strong multi-functional teams. Having managed a team of 45 people across 4 locations, she is passionate about communication and ensuring staff have the right tools and support to succeed in their roles. Sara has been working with accountants around the globe for the last 10 years, understanding their pain points and needs in order to build products to run their practices in an efficient and successful way.

Full profile

Guest lecturers

Business builder, consultant, and Business Development Director at Slipstream Coaching, Sharon's passion is helping accounting firms develop multidisciplinary businesses and find their niche.

A successful entrepreneur, Stuart is on a mission to positively change the accounting industry, helping accountants run efficient, high growth firms and deliver outstanding service to their clients.

Carla Caldwell, founder of Caldwell Consulting & Training, strategically guides accounting teams to become a modern practice.

With 25 years experience in tech & processes, 15 years of leadership experience in the accounting industry & a prior UC Berkeley lecturer, Ian is an expert in practice efficiency and growth.

Details

Practice Management 101 and Practice Management 102 make up Karbon Academy's Practice Management track.

Both courses include:

  • Six, 1-hour live lectures, including Q&A with the lecturers
  • Six, 1-hour live discussion and execution sessions
  • On-demand access to all lectures & discussion sessions
  • Course workbook plus structured firm work
  • Up to 12 CPE credits (US only) and 12 CPD credits (Canada and Australia)

Every lecture will be followed by the related discussion session the following week.

If you miss a lecture or discussion group, they will be recorded and provided to you on-demand after the class has concluded. All classes will be held weekly at 2 PM PST (time for you).

 

Curriculum

Management 101
An overview of management strategies employed by successful firms.

Organization Design
How you structure your firm effects the happiness of your team and the service your clients experience. Determine the best organization structure for your firm and learn how to implement it.

Leadership
Learn leadership techniques that motivate staff, drive profitability and promote client satisfaction.

Ownership & Accountability
Delegating tasks and responsibility is critical to effective leadership. Learn how to establish ownership & accountability in your team, and how to monitor progress without falling into the  micro-manager trap.

Team Collaboration
Discover modern tools and proven techniques to encourage collaboration within your team and with clients.

Operating Mechanisms & Firm Visibility
Put in place operating mechanisms to ensure everyone is on task each day, week, month, quarter and year, and learn how to monitor and manage progress over time.

Talent Acquisition
The number one challenge in firms today is finding and evaluating great talent. We will take you through what works, what doesn’t and what to expect in a high demand hiring market.

Staff Onboarding
Learn how to get new hires up and running, adding value to your firm as fast as possible.

Talent Retention
Don’t lose your best talent to your competitors. Discover tactics and strategies to make sure you don’t lose your best people. Compensation, training, flexible workplaces and strong firm-culture, find out what works.

Training & Upskilling
Get the most out of the people you have. Embrace the "always be training" mindset to up-skill your staff, increase profitability and enrich the lives of your team. 

Emotional Intelligence
Your emotional intelligence (EQ) is critical in managing and working with others both in the firm and outside it. Find out what your EQ is, what it means, and how to develop it further.

Culture & The Virtual Workforce
To obtain the talent you need, the virtual workforce is increasingly becoming the answer. Learn how firms are evolving their culture and improving the way they work to take advantage of remote workplaces and outsourced teams.

Enroll

By enrolling to the full Management track (MGT-101 & 102) you save 25%.

Classes begin August 28th and spaces are limited so enroll today to secure your place. 

100% Satisfaction Guarantee

If you are not satisfied with Karbon Academy for any reason, simply email us at academy@karbonhq.com or call (510) 517-6267 within 30 days of the first lecture for a full refund of the class.

“Steph is a dynamic engaging speaker who really gives a damn about the accounting industry and the people in it. She is one of my go-to people when I need to understand something better.”

Trent McLaren
Accountants Daily 'Thought Leader of the Year' 201

trent2
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Courses

Focused on empowering your professional growth, Karbon Academy courses cover core challenges facing accounting professionals in today’s industry and looking to the future.

Need help choosing? Take a free, 5 minute practice excellence assessment to pinpoint the exact course and lecture that will make the most impact for you and your firm

Karbon Magazine

The industry magazine for accountants. In-depth reports, editorials, videos, and resources to keep you at the front of today’s modern accounting industry.

The talent challenge

Overcome the challenges your accounting firm is facing acquiring, training and retaining staff. Put together the team that will lead your practice to success.

Explore the magazine
Edition 4 the talent challenge
Discover more articles, videos, events and resources