World-class Curriculum:
Elevate every day
Curriculum Overview
Curriculum Overview
The Partner Institute’s curriculum is designed around the real-world needs of today’s public accounting leaders, combining in-person sessions, webinars, coaching, and experiential learning to help participants apply concepts and strengthen their leadership, practice management, communication, and strategic growth capabilities within their firms.
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
Timeframe: May
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: San Diego, CA
Length: 2.5 Days
Content: Success Lab + Project Management Essentials; Business Writing Skills; Present Like a Pro!
Recommended CPE (hrs.):
(14) Communications & Marketing
Webinar 2
Timeframe: August / September
Length: 1-2 Hours
Content: Learn Faster, Lead Better: Sharpen Your Leadership Judgment
Recommended CPE (hrs.):
(2) Personal Development
Session 3
Timeframe: October
Location: Dallas, TX
Length: 2.5 Days
Content: Success Lab + DISC in Action for Leadership Impact; Conflict Agility: Turning Tension into Opportunity
Recommended CPE (hrs.):
(12) Personal Development (8) Communications & Marketing
Webinar 3
Timeframe: January
Length: 1-2 Hours
Content: Survey Analytics: Diving into IPA’s Operational Survey Data
Recommended CPE (hrs.):
(2) Business Management & Organization
Session 4
Timeframe: April / May
Location: Washington, DC
Length: 2.5 Days
Content: Success Lab + The 4 Essential Roles of Leadership; Best Practices Forum #1
Recommended CPE (hrs.):
(16) Business Management & Organization (4) Personal Development
Webinar 4
Timeframe: August / September
Length: 1-2 Hours
Content: Leading Generations
Recommended CPE (hrs.):
(2) Personal Development
Session 5
Timeframe: November
Location: Scottsdale, AZ
Length: 2.5 Days
Content: Success Lab + Multipliers; Building High-Trust Teams: From Dysfunction to Alignment; Best Practices Forum #2
Recommended CPE (hrs.):
(20) Personal Development
Webinar 5
Timeframe: January
Length: 1-2 Hours
Content: How to Modernize Your Accounting Tech Stack with Mature Innovations
Recommended CPE (hrs.):
(2) Business Management & Organization
Session 6
Timeframe: May
Location: Nashville, TN
Length: 2.5 Days
Content: Success Lab + SPIN Selling & the PIF Process; Disciplined Marketing in a CPA Firm; Best Practices Forum #3
Recommended CPE (hrs.):
(16) Communications & Marketing (4) Personal Development
Webinar 6
Timeframe: August / September
Length: 1-2 Hours
Content: Change Management
Recommended CPE (hrs.):
(2) Personal Development
Session 7
Timeframe: October / November
Location: San Juan, PR
Length: 2.5 Days
Content: Final Success Lab + Firm Metrics; What’s Next After TPI; Graduation
Recommended CPE (hrs.):
(16) Personal Development (4) Business Management & Organization
Reunion*
Timeframe: TBD
Location: TBD
Length: 1.5-2 Days
Content: TBD
*Optional Session at Additional Cost
TPI At A Glance
Tuition:
In Advance: $19,500.00
3 Annual Installments: $7,200.00
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 $750 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.
Our current course offerings include:
People
- Atomic Habits
- Emotional Intelligence
- Feedback that Works
- Inclusive Leadership: Practical Ways to Cultivate Inclusion & Build a Better Team™
- Leading at the Speed of Trust ®
- Leading Generations
- Learning Agility
- Multipliers®: How the Best Leaders Ignite Everyone’s Intelligence
- Navigating Difficult Conversations: Turn Tension into Progress™
- Overcoming the 5 Dysfunctions of a Team
- Psychological Safety
- Step Up to Conflict
- Team Effectiveness
- The 4 Essential Roles of Leadership®
- The 6 Critical Practices for Leading a Team™
- The Ideal Team Player
- Unconscious Bias: Understanding Bias to Unleash Potential™
Practice
- Change: How to Turn Uncertainty Into Opportunity™
- Creating Accountability
- Delegating Effectively
- Developing Influence
- Execution for Results-Based Leadership
- Growth Mindset
- Habituating Success & The 7 Habits of Highly Effective People ®
- Learning Agility
- Project Management for the Unofficial Project Manager™
- Strategic Leadership
- Strategy: Mission, Vision, Values
- Talent Management: Coaching, Mentoring & Developing Talent
- The 5 Choices to Extraordinary Productivity ®
- Th Art of Effective Communication
Growth
- Advanced Salesmanship Skills for the CPA
- Advisory Mindset: Firm & Industry Metrics
- Business Writing Skills
- Disciplined Marketing in a CPA Firm
- Driving Customer Loyalty
- Get Your Net-Working and The Art of the Referral
- Leveraging Your Unique Behavioral Style Through DISC
- Mastering Your Sales Skills for the Reluctant CPA
- Present Like a Pro!
- Writing Advantage
- What the MP Wants You to Know & Firm Metrics
Certified for Excellence: NASBA Sponsor & CPE Management
As a NASBA-certified sponsor, we offer Continuing Professional Education (CPE) credits for eligible training sessions. Our team manages the entire CPE process, ensuring compliance with industry standards while providing seamless certification for participants. Whether you’re fulfilling professional development requirements or advancing your expertise, we make the process simple and effective.
A Creative Approach to Continuous Growth
Growth isn’t static—it’s a daily commitment. Our training is engaging, practical, and creative, ensuring professionals don’t just learn but apply new skills every day. Whether you’re refining leadership abilities or honing technical expertise, our programs provide the edge to stay ahead.
Ready to invest in your growth? Let’s train, transform, and thrive — together.