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Enroll your managers, principals/directors, and new partners in the Transformational Leadership Program™ (TLP) to transform them into your firm’s future leaders. This year-long, in-depth program begins with self-assessments as soon as you enroll. The TLP is designed to help your future leaders honestly identify their strengths and areas for improvement, develop strategies and skills to drive performance improvements, and prepare to take on meaningful roles in leading and managing your firm.

For a full year, each TLP participant will engage in:

  • In-depth assessments including self-examination, input from their superiors, and a personality assessment designed to heighten the participant’s self-awareness and aid in identifying strengths and areas for growth and development
  • Two in-person workshop experiences* where they will learn specific leadership, communication, management, people, and business development skills and build career-long peer networking relationships
  • Online, self-study and instructor-led web seminars that provide year-round learning opportunities
  • Tailored one-on-one coaching sessions for both the participant and their in-firm coach or advisor conducted by our leading CPA profession and behavioral experts designed to keep the process honest, accountable, and rewarding
  • A special project of their choice where they will be responsible for a specific measurable result that will benefit the participant and your firm

In addition, participants have the potential to earn at least 47 CPE hours and will gain access to a host of electronic articles, tools, and resources to help them implement the strategies they develop and keep the commitments they make.

Participants can expect to invest a minimum of 60 hours during the twelve-month program if they take advantage of all the learning and coaching opportunities available to them (excluding travel time and time to develop and implement the difference-making project they choose). The participant’s in-firm coach can expect to invest a minimum of 16 hours in the program including participating in an assessment of the individual, three joint coaching calls, plus additional time supporting and mentoring their participant through the program and their special project.

Our Fall 2020-2021 program is open for registration.  Dates, times and workshop locations are as follows:

  • Tuesday, May 26, 2020
    1:00 PM – 3:00 PM CT
    Program Kick-off Virtual Roundtable
  • Friday, June 12, 2020
    10:00AM – 11:00AM CT
    In-firm Coach Kick-off Virtual Roundtable
  • Tuesday, July 7, 2020
    10:00AM – 12:00PM CT
    “Understanding Diverse Personalities” Virtual Roundtable
  • Tuesday and WednesdayAugust 4-5, 2020
    In-person Workshop 1 (in-person attendance required*)
    “Learning to Truly Lead by Example” (Omaha, NE)
  • Friday, November 13, 2020
    10:00AM – 12:00PM CT
    “Understanding Practice Economics” Virtual Roundtable
  • Tuesday and Wednesday, December 1-2, 2020
    In-person Workshop 2 (in-person attendance required*)
    “Becoming a Great People and Business Developer” (Nashville, TN)
  • Wednesday, December 16, 2020
    10:00AM – 12:00PM CT
    “Anticipate the Market – Today’s Trends Affecting You Tomorrow” Virtual Roundtable
  • Monday, April 26, 2021
    10:00AM – 12:00PM CT
    “How to Sell Your Ideas Services or Solutions” Virtual Roundtable
  • Tuesday, June 1, 2021
    10:00AM – 12:30PM CT
    Completion Virtual Roundtable

Class size is limited to 26 and the program fills quickly.  The cost is $6,500 per participant.

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