The Partner Institute

The Accounting Industry’s Premier Partner Development Program

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Leadership

Charting Your Path to Greatness

Our firm has implemented many of the concepts presented at The Partner Institute™ and the impact to our firm and its clients continues to reinforce the value your program brings. It is extremely evident that our firm’s client development practices have improved and I’ve been given the tools to train our team in time-tested, proven techniques to generate revenue and improve client service.

Marc Quigley, CPA, Partner

Moore Beauston Woodham

Development

Defining a More Effective You

For those currently or soon to be in leadership positions with your organization, this class is a must. It is a great forum for learning and sharing not only with the presenters, but also with shareholders/partners of other firms. We have had at least four of our senior managers or partners participate in the Institute program and it has definitely paid dividends in our organization.

Meresa Morgan, CPA, Audit Chairman

Briggs & Veselka Co.

Growth

Harvesting Your Unique Talents

The content of The Partner Institute™ was outstanding and directly relevant to my role as a new shareholder at my firm. Many of the concepts presented (in a first-class manner by the instructors) remain part of my routine, ranging from managing a department, providing outstanding client service, and going to market. More so in this challenging environment, the partners of tomorrow need this content to increase their likelihood of success.

Paul Languirand, CPA, Managing Director/Shareholder

CBIZ TofiasMayer Hoffman McCann

Effectiveness

Building Better Habits

TPI is an excellent program for developing firm leaders. TPI covers all areas of public accounting practice. Having multiple people from our firm going through the program is allowing us to better work together to implement new ideas. TPI is an integral part of our firm’s internal Partner Development Training program.

Karen Kirchman, CPA, Shareholder

Stanfield & O’Dell

Performance

Achieving Your Peak Potential

This program is a must for the future leaders in your firm. I joined this program as a first-year tax manager. The skills and processes I obtained through the program are now a part of my daily life. From dealing with the usual day-to-day work, to dealing with staffing issues, the concepts delivered by The Growth Partnership has helped propel my leadership skills to the next level.

J.P. Reck, CPA, Senior Tax Manager

LeMaster Daniels, PLLC

The #1 issue facing accounting firms today.

When you talk with any of the top consultants or leading practitioners in the profession they confirm that developing an effective successor generation is the number one issue facing accounting firms today.

Why? Research conducted by the AICPA Private Companies Practice Section shows that while 60 percent of CPA firms have owners between ages 55 and 62, over 81 percent of firms have no documented succession plan. These staggering statistics have many firms scrambling to find the next generation leaders in their firms—leaders who will excel in the areas of practice development, performance management and strategic thinking.

From leadership training to results.

Sophisticated firms realize that leadership development isn’t something they can simply delegate to “one of the partners” (someone who may have little to no formal training or education on how to develop leaders or serve as an effective mentor and coach)—it’s a deliberate process, precisely crafted with an intentional focus.

Passing the Baton

Sending your future leaders to limited “quick-fix” programs or conferences isn’t a long term prescription for success. In his Harvard Business Review blog, Ron Ashkenas, managing partner of Robert H. Schaffer & Associates, demonstrates that translating leadership training into results requires a special blend of training, mentoring and perpetual practice.

The TPI Leadership Training Model

TPI Leadership Development Model

As our development model illustrates, each TPI participant is immersed in a cohesive development regimen that balances feedback and interaction among their instructors, coach, firm sponsor and classmate peers.
See the model in action »

Magnifying Glass

TPI At a Glance

The Partner Institute is a comprehensive three-year leadership development experience designed specifically for the CPA. Our program provides participants with world class training, a continuous learning environment, and a culture of accountability that is unmatched.

Try Before You Buy!

You may reserve your spot in The Partner Institute by submitting your registration with a deposit of $500. Attend the initial course and then decide if the program is right for you. If you elect to continue, we will invoice you accordingly.