World-class Curriculum

Each piece of the TPI curriculum has been designed and developed around the adult learner and further enhanced to be relevant to today’s public accountant. Candidly, this is where TPI stands apart from other offerings. Professionally developed curriculum is more than just a pretty PowerPoint deck and photocopied materials. 

DOWNLOAD THE CURRICULUM MAP HERE!

Session 1

Timeframe: January 

Location: Orlando, FL

Length: 2.5 Days 

Content:

The 7 Habits of Highly Effective People 

Recommended CPE (hrs.):

(20) Personal Development 

Webinar 1

Length: 1-2 Hours 

Content:

Time Management for Microsoft® Outlook®: Powered by The 5 Choices to Extraordinary Productivity 

Recommended CPE (hrs.): (2) Personal Development 

Session 2

Timeframe: June 

Location: Dallas, TX

Length: 2.5 Days 

Content:

Success Lab + Project Management Essentials; Business Writing Skills; Present Like a Pro! 

Recommended CPE (hrs.):

(14) Communications & Marketing (5) Management Services (1) Personal Development 

Webinar 2

Length: 1-2 Hours 

Content:

Virtual Presentations 

Recommended CPE (hrs.):

(2) Communications & Marketing 

Session 3

Timeframe: November 

Location: Anaheim, CA

Length: 2.5 Days 

Content:

Success Lab + Overcoming Unconscious Bias; DISC: Behavior Profie; Accountability; Disciplined Marketing 

Recommended CPE (hrs.):

(11) Behavioral Ethics (8) Communications & Marketing (1) Personal Development 

Webinar 3

Length: 1-2 Hours 

Content:

ABLE 

Recommended CPE (hrs.):

(2) Communications & Marketing 

Session 4

Timeframe: May 

Location: Washington, DC

Length: 2.5 Days 

Content:

Success Lab + The 4 Essential Roles of Leadership; Best Practices Forum #1 

Recommended CPE (hrs.):

(15) Business Management & Organization (5) Personal Development

Webinar 4

Length: 1-2 Hours 

Content:

Leading Generations 

Recommended CPE (hrs.):

(2) Personal Development 

Session 5

Timeframe: November 

Location: Las Vegas, NV

Length: 2.5 Days 

Content:

Success Lab + The 5 Dysfunctions of a Team; Leading at the Speed of Trust; SPIN Selling & the PIF Process; Best Practices Forum #2 

Recommended CPE (hrs.):

(9) Personal Development (6) Business Management & Organization (4) Communications & Marketing (1) Personnel/HR 

Webinar 5

Length: 1-2 Hours 

Content:

Change Management 

Recommended CPE (hrs.):

(2) Business Management & Organization 

Session 6

Timeframe: May 

Location: Nashville, TN

Length: 2.5 Days 

Content:

Success Lab + Talent Management; Multipliers; Best Practices Forum #3 

Recommended CPE (hrs.):

(13) Personal Development (7) Personnel/HR 

Webinar 6

Length: 1-2 Hours 

Content:

Strategy – Mission, Vision, Values 

Recommended CPE (hrs.):

(2) Business Management & Organization 

Session 7

Timeframe: October/November 

Location: Orlando, FL

Length: 2.5 Days 

Content:

Final Success Lab + The 4 Disciplines of Execution; Firm Metrics; Program Reflection; Graduation 

Recommended CPE (hrs.):

(12) Business Management & Organization (8) Personal Development 

Webinar 7

Length: 1-2 Hours 

Content:

Next Steps after TPI 

Recommended CPE (hrs.):

(2) Personal Development 

Session 8 – Reunion* 

Timeframe: October 

Location: TBD

Length: 1.5-2 Days 

Content:

TBD 

*Optional Session at Additional Cost 

TPI AT A GLANCE 

Tuition: 

In Advance: $18,500.00

3 Annual Installments: $6,900.00 

CPE: 150 Accredited Hours 

Class Size: Maximum 32 

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