CPAacademy.org | HOW TO SUCCEED AS A FIRST TIME MANAGER

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How to Succeed as a First Time Manager

Personal Development

HOW TO SUCCEED AS A FIRST TIME MANAGER

CPE Processing Fee$30.00

Webinar TranscriptionN/A

Presentation Length Hour(s)1.0 hour

CPE Credits 1.0 hour

Subject Area 1.0 - Personal Development

CE Credits 0.0 hours

Course LevelBasic

Instructional MethodQAS Self-Study

PrerequisitesNone

Advance PreparationNone

Recorded DateDecember 15, 2020

Date OfferedDecember 15, 2023

Expiration DateDecember 15, 2024

Who Should AttendAttorney
Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Nonprofit Professional
Other
Real Estate Professional
Small Business Owner

Series: Leadership

Course Description

Moving from an individual contributor to a first-time management role requires a major leap in your career. It's a completely different role. Your new job is to create the conditions for others to succeed, not to do the work yourself. As a manager, you must develop the skills of effective delegation and motivation and avoid the trap of micromanagement.

Learning Objectives:

Identify the difference between the individual contributor and management roles

Recall the skills needed to manage and lead the team

Recognize the pitfalls of first-time managers and how to avoid them.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.

FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Handout Materials

Presentation Slides

Additional Materials

Webinar FAQs

Review Questions

Review Questions
QUESTION 1: 00:10:00 minutes
QUESTION 2: 00:25:00 minutes
QUESTION 3: 00:45:00 minutes

Frequently Asked Questions

CPAacademy self-study courses are online.
The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
Per NASBA guidelines, you have one year from date of purchase to complete each program.
Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
Print your own certificate of completion on the spot upon passing the exam.
Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

Review Questions
Final Exam

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Alan Patterson

Mentore
President
[email protected]
(401) 965-8347

Dr. Alan Patterson has guided more than a dozen Fortune 500 companies in re-thinking how best to elevate their talent and drive effective organizational change. He has more than three decades of international consulting experience in change management, leadership development, and executive coaching. In 2006, he formed Mentoré, a consulting organization that focuses on aligning leadership, strategy, roles, and skillsets to major business shifts. Before Mentoré, Dr. Patterson worked as a partner for 20 years at Bryan Associates, Inc., a consulting group specializing in competency-based talent development initiatives.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Mentoré’s sole purpose is to elevate the value of the organization by creating deeper and broader leadership capability. The focus is on developing leadership skills in the unique context of the business, the organization, the roles and responsibilities of the job. They teach, coach, and drive strategies to create an environment in which any goal can be achieved by leveraging the strength and depth of existing talent.