The Partner Institute

The Accounting Industry’s Premier Partner Development Program

Robust, In-Classroom Curriculum

TPI offers participants a robust, in-classroom curriculum led by facilitators who are experts in their particular topic and have a deep pedigree within the accounting profession. Courses are designed to promote a high-level of participant interaction. View Full Three Year Curriculum Map »

The 7 Habits of Highly Effective People ® - FranklinCovey

This intensive workshop provides accountants with a robust and tactical implementation plan to fully integrate The 7 Habits into their lives and their firms. The program is designed for individuals looking to become more effective people—regardless of position, or stage in life. Learn how to: take initiative, balance key priorities, improve interpersonal communication, leverage creative collaboration, and apply principles for achieving a balanced life. Participants not only learn, but also use processes and tools to live and apply the 7 Habits.

Timing2.5 days
Program LevelBasic
Field of StudyPersonal Development
PrerequisitesNone
Pre-workBenchmark Survey
Pre-workshop Questionnaire
Delivery MethodGroup/Live
Timing1 day
Program LevelBasic
Field of StudyManagement Advisory Services
PrerequisitesNone
Pre-workBring a sample project
Delivery MethodGroup/Live

Project Management Essentials ™

FranklinCovey’s Project Management Essentials™ will help participants consistently complete projects successfully by teaching them to implement a disciplined process to execute projects and to master informal authority. This session will provide the mind-set, skill set, and tool-set that will consistently deliver successful projects to completion.

Present Like a Pro! (Present for Impact… Facilitate for Results)

This hands-on workshop provides practical guidelines to build acceptance and action from your target audience! It will help you move from information-based presentations to outcome-focused communications. You will learn and practice key dimensions of communication and how to avoid or eliminate presentation static. As a result of your active participation in this session, you will be able to: effectively assess your audience, connect and communicate with your audience at a higher level; creat and use your own Personal Image Plan, use the PIF process of Prepare – Interact – Follow-up; and master the art of the Elevator Speech.

Timing1.5 days
Program LevelBasic
Field of StudyCommunications
PrerequisitesNone
Pre-workIdentify a presentation topic to use during workshop
Delivery MethodGroup/Live
Timing1 days
Program LevelBasic
Field of StudyMarketing
PrerequisitesNone
Pre-workNone
Delivery MethodGroup/Live

Disciplined Marketing in a CPA Firm

Nurturing key relationships with clients, prospects and referral sources is critical to effective practice development. However, most professionals have trouble focusing on anything outside of their day to day work responsibilities. In this course, participants will learn about the two issues facing the accounting profession that hold them back from astounding success: the Skill and Availability Gap (or SAG). They will discuss time management techniques, identify things that keep them from ultimate productivity, and clarify a strategy to capture their own “Make a Difference” time. Finally, they will learn how to identify and prioritize the key relationships where they can focus their “found” time – nurturing the most important contacts consistently.

The Loyalty Effect

Loyalty is by no means dead. In fact, the principles of loyalty are alive and well at the heart of every firm with an enduring record of growth and a recognized geographic brand. This course focuses on understanding the fundamental drivers of client loyalty. It also teaches students the principles of the “Net Promoter Score,” developed by Bain fellow Fred Reichheld in his national bestseller "The Ultimate Question." Participants will explore the power of loyalty-based management as a highly profitable alternative to the economics of perpetual churn.

Timing0.5 days
Program LevelBasic
Field of StudyMarketing
PrerequisitesNone
Pre-workNone
Delivery MethodGroup/Live
Timing1 days
Program LevelIntermediate
Field of StudyPersonnel/HR
PrerequisitesNone
Pre-workOMS Talent Assessment
Delivery MethodGroup/Live

Coaching, Mentoring & Developing Talent

Whether you are a formal coach, a manager who has one-on-one meetings with direct reports, or a mentor to someone we all can use exposure and calibration around those skills that define great coaches. During this session we begin with challenging conventional managerial wisdom regarding the focus, weaknesses or strengths, during a coaching session. The session then takes a unique approach to teaching coaching skills; because one-size DOES NOT fit all this session takes the participants through a self-discovery process to promote self-awareness regarding their natural talents that lead to the development of strengths and weaknesses. Highly effective coaches recognize these elements about themselves and appropriately adopt best practices in a way that is authentic – thus, producing effective interactions with their coachee(s). The session then exposes coaches to evidence-based best practices. Upon the exploration of their authentic self, coaching best practices, the participants are then challenged to synthesize their key learnings to create their own coaching development plan. Finally, the participants practice a coaching session using the strengths-based approach, self-learning, and best practices.

Understanding Teams and the 5 Dysfunctions

Using a validated assessment, participants will go through a self-discovery process which will help them validate, and even uncover, their areas of talent. This self-discovery is essential to effective leadership as an individual’s talents significantly influence how we think, feel, and behave. With this collective information of the participants’ talents the workshop will focus on the following learning outcomes: perceptions associated with all talents, how to begin to be more tolerant of talents that are different that one’s own, learn how to celebrate the diversity of talent within a team, discuss how to leverage the diversity of talent within a team, explore where natural areas of friction and/or conflict may occur within a team, more accurately understand the talents and styles of others, discuss how emotional intelligence influences individual and group dynamics and learn how to create a talent inventory.

Timing0.5 days
Program LevelBasic
Field of StudyPersonnel/HR
PrerequisitesNone
Pre-workOMS Talent Assessment
Delivery MethodGroup/Live
Timing0.5 days
Program LevelIntermediate
Field of StudyPersonnel/HR
PrerequisitesNone
Pre-workNone
Delivery MethodGroup/Live

Talent Management

Most accounting firms have a very clear understanding and plan for their operational strategy. However, when asked if they have a clear strategy regarding their human capital 80% say they have nothing or very little. This session helps organizations understand the robustness of talent management, without over-engineering the process, and how they can begin thinking and creating a more strategic approach to the acquisition, engagement, development, and retention of their most valuable asset. Key learning objectives: identify a simple yet comprehensive model to help leader think more deeply and critically about the people-side of their business, analyze your firm’s current state of talent management practice, identify best practices, create an action plan to enhance your firm’s talent management strategy for the next twelve months.

Advanced Salesmanship

During Advanced Salesmanship, participants will be introduced to "SPIN" selling - a proven consultative sales approach that positions CPAs as trusted advisors as opposed to simply accountants. Delivered in a highly engaging "workshop" format, participants practice and master the use of four different questioning techniques that can help move an opportunity through their pipeline from an initial lead to a closed sale. Additionally, participants will learn how to successfully anticipate and overcome any objections they might encounter during their sales activities, and practice how to successfully advance commitment when they occur. Designed for a practitioner who is looking to take their practice development skills to the next level, Advanced Salesmanship provides a proven framework for success when it comes to practicing a truly consultative approach to developing new business.

Timing1 days
Program LevelIntermediate
Field of StudyMarketing
PrerequisitesNone
Pre-workNone
Delivery MethodGroup/Live
Timing1 days
Program LevelBasic
Field of StudyPersonal Development
PrerequisitesNone
Pre-workNone
Delivery MethodGroup/Live

Leading Effectively Through Change

As they say, the only constant in life is “change”. This session introduces participants to the side of change that is most often neglected and the element that is most responsible for success in change initiatives. We begin with a calibration of what is change management is and is not. Once calibrated we take a deep dive into the people-side of change, not the task side as there are templates for that. Instead, we look at the psychology of change. We bust commonly held myths associated with change, for example “People DO like change” as opposed to “People DON’T like change”. Key learning objectives: calibrate around the basics of change management, debunk some of the most commonly held myths associated with change, understand the psychological process all individuals go through when confronted with a change initiative, investigate how you yourself responds to change, understand how individuals with different personality traits can be effectively lead through change initiatives and recognize what information followers want and need to know from who and when within the firm for effective change leadership.

What the Managing Partner Wants You to Know

Wouldn’t it be great if every team member in your firm thought and acted like an effective managing partner? Today’s competitive environment demands an accounting firm work “on” the business as much as it works “in” the business. However, working “on” the business is no longer the sole responsibility of the partner group. This session will provide the participants with an overview of the major practice management topics, including: Work vs. Contribution, Skill and Availability Gap ™, Benchmarking, Growth in a CPA firm, Accountability, Practice Management and Mergers and Acquisitions.

Timing0.5 days
Program LevelIntermediate
Field of StudyBusiness Management & Organization
PrerequisitesNone
Pre-workNone
Delivery MethodGroup/Live

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