“The Partner Institute has been instrumental in shaping my management and leadership styles, as well as helping to define my own values, character, and purpose. The individualized mentoring and coaching provided by TPI were the most impactful aspects of my experience, offering me profound growth opportunities. This coaching was pivotal in developing best practices for my accounting profession and articulating my purpose as a leader. It was also extremely valuable to be able to speak the same language as other partners at my firm who attended the Institute before me, giving us crucial common ground. Lastly, the peer-to-peer collaboration opportunities were extremely valuable and enjoyable, allowing us to bounce ideas off one another and share lessons learned.

Overall, The Partner Institute has significantly contributed to my professional and personal development, and I highly recommend it to anyone looking to enhance their leadership skills and professional growth.”

“Even though I have had many years as a partner, The Partner Institute helped me improve my soft skills, as well as my leadership, communication, and strategic thinking to thrive in my role. With a mix of workshops, mentorship, and real-world application, TPI helped me prepare for the challenges and opportunities that I will encounter. Both the instructors, as well as the professionals taking the course with me were all amazing professionals, who provided a lot of guidance. I look forward to keeping in touch with my fellow classmates years beyond the program.”

“This program provided invaluable insights into effective communication, decision-making, and team motivation. The interactive sessions helped me develop a stronger leadership mindset and apply practical strategies in my workplace. I am more confident, inspired, and equipped to lead with purpose as a result. I highly recommend this program to anyone looking to elevate their leadership skills and make a lasting impact in their organization.”

“As a result of completing TPI, I have become a better mentor, grown more confident, and gained access to knowledge and tools for bettering my firm. I learned a lot about myself—both as a person and as a leader. The one-on-one coaching with Karen and Patrick was great. I was guided through taking an introspective look at my strengths and weaknesses and was provided with tools to help me become the effective leader that my firm and team members need.

For me, some of the best parts of TPI were the collaboration and networking opportunities. It was fantastic to work side-by-side with my peers in the class. I was really surprised by how close I grew with the other members of my TPI group. Since completing the program, I have utilized many of my TPI connections as resources to help me work through different issues.

I would definitely recommend TPI to individuals who are looking to grow their firms and empower their staff. The tools, resources, and support that TPI provided to me will be invaluable to the continuity of my firm.”

“TPI has been an incredible asset both to HRC as a firm and to me, personally, as a leader. Through our partners ~ both current and upcoming ~ participating in the program, we have made noteworthy strides and experienced marked successes in our ability to guide and grow our team. The connections and applicable, tactical skills TPI fosters are invaluable! We look forward to continuing our partnership with TPI to cultivate our next generation of leaders. “

“TPI was one of the most meaningful programs in my professional career. I started the program as a manager in my firm and graduated as a partner. The leadership, marketing, organization, and speaking skills I learned during the 3 years were instrumental to my development within the firm and instilling the confidence in me that I could succeed in my new role. Since graduating the program, I’ve kept in contact with many of the members of my graduating class and refer to them often for professional and personal advice. I am now the Managing Principal of my firm and require that all new or potential partners go through the program – it is vital to our firm that all leaders have the fundamental skills that are the lifeblood of the TPI program. “

“One of the most impactful elements of my experience with The Partner Institute was the opportunity to learn alongside an exceptional peer group. In fact, the ability to share best practices, bounce ideas off others in similar situations, and learn from one another has continued beyond our graduation. The program gave me the opportunity to build lifetime professional relationships which I value immensely. I would definitely recommend The Partner Institute to professionals who are looking for a challenging and eye opening learning experience.”

“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.”

“Every day we are faced with significant opportunities and challenges in managing our practices. It is very easy to become overwhelmed by be the issues that confront us. I found the TPI program provided me with essential skills to meet the ever increasing demands of our profession. If you have identified the need to develop future leaders to ensure that your firm not only continues to survive but thrives as you look towards the future, the TPI is a program that will help you get there. Enrolling your people in the TPI program will demonstrate that you are committed to their future development and the TPI content will ensure that the individuals and your firm will reap significant rewards from this investment.”

“The Partner Institute was a career changing program for me. While the topics that were taught and discussed throughout the program, such as time management, business development and practice management, are timely, relevant and extremely comprehensive, for me, the real value was the personal relationships that I made. For three years, invaluable knowledge and feedback was shared between some of smartest minds in the accounting industry. I’ll be forever grateful for these new relationships and the time we spent becoming friends.”