Managing PartnersManaging PartnersPartner-in-ChargePartner-in-Charge

ProgramProgram

Course ObjectivesCourse Objectives

Through workshops, webinars, and coaching sessions, you will learn to:

•Identify and develop the skills needed to be an effective Managing Partner/Partner-in-Charge of an office, service line or industry niche;

•Analyze and evaluate the contributions of products, service partners and staff;

•Identify participant abilities through upward evaluation;

•Identify a process to evaluate current and prospective partners;

•Develop the skills needed to lead your firm;

•Examine key attributes of a successful firm;

•Identify how to mentor the next generation

Why is this Program Why is this Program Different from Others?Different from Others?

•We mentor and coach all individuals between sessions in a practical way to help them implement what was learned.

•Each session will provide participants with key learnings that are to be implemented before the next session.

• This program is customized with interactive sessions with instructors who have done what the participants do.

•The virtual coaching is an opportunity to have one-on-one meetings with each of our instructor coaches.

•The Executive Development Program process will give participants the opportunity to network, talk with people who are doing and have done what they do

Who Should Attend?Who Should Attend?

This program has been designed for partners with a firm size of 25 to 150 people or gross billings of $3 million to $20 million in revenues.

This program is for:

•Managing Partners who want to review, contemplate, and seek innovative ways of leading their firms;

•Partners-in-Charge of an office and Segment Leaders who want to become more effective

•New Managing Partners who have recently assumed a firm leadership role or who will be transitioning to Managing Partner

OutcomesOutcomes

All participants will gain confidence in how they lead their firms

Discuss meeting the challenges of leading different generations

Discuss working with different types of partners

Develop a Plan to building successful firms

Earn approximately 36 CPEs for completion of the entire program.

PresentersPresenters

Rex Gatto Ph.D. Tim Michael, CPA

Rita Keller Jack Suttle, CPA

Workshop topicsWorkshop topics

Session One

360˚ Firm Leadership Feedback Report & Key Characteristics of a Managing Partner

Governance - Applying Strategy and Execution to Achieve Success

A Workplace Transformation - Building on the Power of Diversity

Panel Discussion by the presenters to address questions by the participants

CoachingCoaching

Three One Hour Coaching sessions

Participants will have the opportunity to discuss with instructors one-on-one their action plan, development and implementation of firm enhancements (partner development)

WebinarsWebinars

Four 100 minute webinars (each instructor will present one webinar)

Leading the Next Generations of Right Partners Instructor: Rex Gatto

Linking Partner Accountability and Compensation Instructor: Tim Michel

Learning to be the Head of Your Firm Instructor: Jack Suttle

Perfecting Your Relationship Skills (helping CPAs become proficient managers of people) Instructor: Rita Keller

Workshop topicsWorkshop topics

Session Two

Identifying Your Successor

Creating Solutions to Firm Succession Concerns

Unmasking the Mystery of Firm Operations

Preparing Your Firm for the Future

Link to brochureLink to brochure

http://rexgatto.com/partner-manager-program

DatesDates

Onsite meetings:

•September 8 and 9, 2011, and June 7 and 8, 2012 Pittsburgh, PA

Virtual Coaching •To be assigned in October, 2011; January and March, 2012

Webinars: •November 16, 2011; February 15, April 11, and May 16, 2012

CostCost

Participant fee is $7,500 for the entire program.

A discount of five percent (5%) for two partners from the same firm and a ten percent (10%) discount for three partners from the same firm.

Registration Deadline: August 2, 2011

Register on line at http://rexgatto.com/programs/managing- partner-senior-partner-program or call Gatto Associates at 412-344-2277.