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Overview

Even the best-made plans amount to little without quality leadership to see them though.

In Practice Management 101 (MGT-101), we’ll be focusing on organization, leadership and operations. Learn the optimal organizational design for your firm and key leadership techniques from best-in-class firm owners that have successful track records building and growing their own practices. Learn how to instill a culture of collaboration, give staff responsibility while ensuring their accountability, and discover management tools & technology to keep your team on task, at quality and on schedule.

With a wealth of combined leadership experience in top accounting firms, consultancies and technology companies in the accounting industry, you will be learning from facilitators with proven track records of successful management and leadership across a range of organization sizes and markets.

Lectures are available on-demand to learn when you want. Enroll today.

 

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.

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

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.

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

This course is a 6 part, self-paced training series. The course includes:

  • 6 pre-work exercises
  • 6 on-demand, one hour lectures
  • Lecture slides (PDF)
  • 6 structured firmwork exercises
  • Access to a private community group

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.

 

Enroll

Classes are self-paced and available on-demand.
Enroll today to start your learning journey.

100% Satisfaction Guarantee
If you are not satisfied with Karbon Academy for any reason, simply contact us at  academy@karbonhq.com or +1 (510) 517-6267 within 30 days of purchase to receive a full refund, no questions asked.

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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