The Partner Institute

The Accounting Industry’s Premier Partner Development Program

The Accounting Industry’s Premier Partner Development Program

For over 15 years, The Partner Institute™ has served as the accounting industry’s premier partner development program—providing content, processes, and tools designed specifically for the CPA and partnered with FranklinCovey™, the world’s leading provider of effectiveness training.

The program adheres to an empowered learning model that meets the unique needs of the adult learner and ensures real-world application of the knowledge and skills learned during the program.

The Partner Institute™ is a three-year, multidisciplinary program designed to develop the personal, interpersonal, managerial, and organizational capabilities of its attendees. Whether a partner or partner-to-be, The Partner Institute™ assists participants in developing the needed skills and attributes for successful firm leadership.

See How TPI Compares

Thinking about other programs? TPI is the accounting industry’s premier partner development program. Learn Why »

Classroom InstructionCheckmark
One-On-One CoachingCheckmark
World-class CurriculumCheckmark
Peer Network Development & Best Practices ForumsCheckmark
Web-Based LearningCheckmark
Sponsor/Coach CheckpointsCheckmark
A Proven Track-Record of ResultsCheckmark
Post Graduation ReunionsCheckmark
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 »

Five Categories of Development

The curriculum includes five categories of development:

  1. Leadership
  2. Productivity
  3. Communication
  4. Practice development
  5. Practice management

Skills & Training

In each category of development, participants are provided with:

  1. Proven business models
  2. Consulting skills
  3. World class training
  4. Supporting implementation processes
  5. Application tools.

A Culture of Accountability

We believe the culture of accountability we’ve created differentiates The Partner Institute™ from other programs. This structure leverages the strengths and vantage points of all parties involved to create a method for delivery of the feedback and feedforward necessary to take the participant and the firm to the next level.