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Overview

The people in your firm are your most valuable asset, and as your firm grows it becomes increasingly difficult to maintain your firm culture and consistently hire the right people.

This 12 week, 6 lecture series builds on the organization structure and cultural leadership established in Management MGT-101. You will learn how to find, evaluate, onboard, motivate, upskill, and retain top quality people in your office and dispersed across the globe.

Lead by Steph Hinds and Ian Vacin, with guest lectures from firm-culture experts Carla Caldwell and Sharon McClafferty, this course will leave you with the skills you need to grow your team sustainably.

Lectures commence the week of April 30th and run weekly for 12 weeks (time for you). 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

Ian Vacin

VP Education & Partnerships, Karbon

http://karbonhq.com

Ian is passionate about helping accounting professionals be as successful as possible in order to positively impact the small businesses they serve. With 25+ years of experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is an recognized expert, innovator and teacher in the field of practice efficiency and growth.

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.

Details

Karbon Academy Practice Management (MGT-102) is part of the Practice Management track.

The course is a 12-week lecture & discussion training series. The course includes:

  • 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.

Curriculum

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

Classes begin the week of April 30th. 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.

 

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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