They may have become partners because they had a client base, a particular skill, or the willingness to acquire the partnership interest of a retiring partner. Sometimes a firm will have brought a staff person into partnership rather than risking losing them altogether.

The overall result has been the emergence of a partner group in the public accounting profession that has little or no training in “how to be a partner”.

This workshop is for both new and established partners who wish to enhance their partner level skills. Learn what it means to be a partner.

                                                     “Practical & Interactive”

Enhance your performance in such areas as:  

                  Managing people: partners, staff and clients

                  Running a practice as a business                     

                  Realizing on your value as a professional

                  Selling professional services

                  Managing change

Mort reviews ways in which partners in an accounting practice can apply good business practices in their roles.

This workshop is for partners who want to improve their effectiveness even though they may feel that they are currently contributing to the overall health and success of their firm to the best of their abilities. Participants should be willing to explore their own performance and should be open to identifying their own shortfalls.

TOPICS INCLUDE:   

                  Setting partner performance criteria

                  Building on partner strengths

                  Defining partner roles

                  Training future partners

This workshop consists of lecture, case study and role-playing exercises. 

This workshop is particularly well suited for all partners of a firm to attend together.

“Best course I have attended in years.”

Special note:
This material can be delivered as a one-on-one coaching assignment.