Huntington Beach, CA
Advanced Leadership Institute 2024- CANCELLED
Date: July 30 - 31, 2024
Time: 9 a.m. – 5:30 p.m. PT
Overview
Are you ready to take your leadership skills to the next level? Look no further than the CalCPA Advanced Leadership Institute, a dynamic program designed exclusively for CalCPA Leadership Institute graduates, firm partners, and senior leaders. Led by industry experts Bill Reeb and Tommye Barie, this exclusive two-day class will equip you with essential tools for success.
To learn more about the program, see the agenda below or contact David Lo, CAE at david.lo@calcpa.org.
Don’t miss this opportunity to enhance your leadership skills and drive positive change within your organization. Register today!
Upon registration, make sure to secure your hotel room under CalCPA’s room block.
Product Code
LDRINS0724
Credit Type
CPE: 12Format
In-Person
Intended Audience
CalCPA Leadership Institute graduates, firm partners and senior leaders
Level of Difficulty
Advanced
Prerequisites
Only prior Leadership Institute graduates, firm partners and senior leaders may attend this 2-day course.
Advance Preparation
None
Learning Objectives
Major Subjects
- Our Evolving Profession
- Transforming Business
- Effective Firm Management
- Capacity and Accountability
Agenda
9 a.m. – 5 p.m. PT
Advanced Leadership Institute 2024: Day 1
Our Evolving Profession:
- Explore growing service lines to meet diverse client needs.
- Embrace your role as a trusted advisor committed to excellence.
- Discover innovative services in areas like ESG, cybersecurity, coaching, data analytics, and wealth management.
- Learn how technology, including bots, enhances efficiency.
Transforming Business:
- Redefine business development strategies and service lines.
- Dive into cutting-edge technology stacks that empower your teams.
9 a.m. – 1 p.m. PT
Advanced Leadership Institute 2024: Day 2
Effective Firm Management:
- Train new partners to uphold excellence.
- Regularly evaluate governance and policies.
- Invest in upskilling and foster a culture of continuous learning.
- Explore our seamless remote onboarding process.
Capacity and Accountability:
- Leverage off-shore resources to meet demand.
- Benefit from flexible remote work arrangements.
- Monthly accountability meetings with developmental coaches.
- Align compensation with strategic goals.
- Address behavioral issues proactively.
- Actively promote gender pay equity.
Faculty
Venue
Hyatt Regency Huntington Beach
21500 Pacific Coast Hwy, Huntington Beach, CA, 92648
Get DirectionsUpon registration, make sure to secure your hotel room under CalCPA’s room block.