2.  P3 Leadership  CPACA Survey  Open Conversation from the group  Need Your Stories  Announcements

3. A customized approach to your firm’s leadership training

4.  Books  Projects  Tools  Worksheets  Assessments  Discussions

5.  Bruce Tulgan  Rainmaker Thinking, Inc.  Management Expert  Internationally recognized  Author

6. Self Team/Client Practice

7. Self

8.  BCI Content  Kolbe A  Personal Strengths  Unique Ability  BPA 360  BT Content  Workbooks Workbooks  Quick Facilitator Guides Quick Facilitator Guides  Pre-Readings Pre-Readings  FAQs FAQs

9.  BCI Content  Networking Exercise  Social Media  Mind Mapping  BT Content  No Bruce Tulgan content specifically for networking/business development

10.  BCI Content  BPA 360 Assessment  BPA 360 Report  BT Content  No Bruce Tulgan content specifically for networking/business development

11.  BCI Content  Communication Role Playing  Communication Worksheet  Communication Peer Feedback  BT Content  Workbooks Workbooks  Quick Facilitator Guides Quick Facilitator Guides  Pre-Readings Pre-Readings  FAQs FAQs

12.  BCI Content  Case Study  Guide to Conflict Management  Open Q&A  BT Content  Workbooks Workbooks  Quick Facilitator Guides Quick Facilitator Guides  Pre-Readings Pre-Readings  FAQs FAQs

13.  BCI Content  Time Management: interactive and fun game  Worksheet  BT Content  Specifically about Delegation Specifically about Delegation  Workbooks Workbooks  Quick Facilitator Guides Quick Facilitator Guides  Pre-Readings Pre-Readings  FAQs FAQs

14.  BCI Content  Project Management Guide  Project Management Worksheet and Exercise  Process Improvement  BT Content  Workbooks Workbooks  Quick Facilitator Guides Quick Facilitator Guides  Pre-Readings Pre-Readings  FAQs FAQs

15.  BCI Content  Curriculum  Team Interaction  Role Playing  BT Content  No Bruce Tulgan content specifically for networking/business development

16. Team/Client

17.  BCI Content  Strategy sheet for business development planning  Small group strategies  BT Content  No Bruce Tulgan content specifically for networking/business development

18.  BCI Content  Guide to Client Filtering  Group exercise for profiling the ideal client  BT Content  No Bruce Tulgan content specifically for networking/business development

19.  BCI Content  Case Study  Leadership Scorecard and Discussion  BT Content  No Bruce Tulgan content specifically for networking/business development

20.  BCI Content  Guide  Case Study  Accountability  BT Content  Workbooks Workbooks  Quick Facilitator Guides Quick Facilitator Guides  Pre-Readings Pre-Readings  FAQs FAQs

21.  BCI Content  Video Supplement  Mentoring Worksheet  Case Study  BT Content  No Bruce Tulgan content specifically on recruiting and retention.

22.  BCI Content  Team exercise to develop recruiting and retention plan  Profiling for ideal candidates  BT Content  No Bruce Tulgan content specifically on recruiting and retention.

23.  BCI Content  RR video  Book – It’s Okay to Be the Boss  Case Study  BT Content  No content specifically for generational differences

24. Practice

25.  BCI Content  Guide  Process  One-Page Plan  BT Content  No Bruce Tulgan content specifically on strategic planning. However, information from Project Management and/or Performance Management can be used to implements strategies in the plan.

26.  BCI Content  Small group exercise w/ role playing on handling change.  Guide to Change Managment  BT Content  Workbooks Workbooks  Quick Facilitator Guides Quick Facilitator Guides  Pre-Readings Pre-Readings  FAQs FAQs

27.  BCI Content  Process Improvement Guide  Process Improvement Worksheet  Firm Process Checklist and assessment  BT Content  Workbooks Workbooks  Quick Facilitator Guides Quick Facilitator Guides  Pre-Readings Pre-Readings  FAQs FAQs

28.  BCI Content  Video  Guide to Pricing for Value  Value Pricing Exercise and Worksheet  BT Content  No Bruce Tulgan content specifically for value pricing.

29.  BCI Content  Cultural Development  Training and Learning  Tone at the Top  Case Study  BT Content  No Bruce Tulgan content specifically for value pricing.

30.  BCI Content  BPA 360  Re-engineering Worksheet  Group Discussion  BT Content  No Bruce Tulgan content specifically for the BPA 360.

31.  BCI Content  Case study on leading a firm from shared services to shared vision  Audience Response for firm analysis  BT Content  No Bruce Tulgan Content on shared services

33. Participants Boomer Firm Success

34. 1. Review Goals 2. Book Discussion 3. Learning Curriculum 4. Project Reports 5. Q&A Clinic 6. Learning Curriculum Again 7. Build Game Plan/Goals

35.  Who? Future Leadership High Potentials  On-Site? 2 times/year  Coaching? Yes or No  Projects? Highly Recommended  Book Choices? TBD  On-Line Resource – Boomer Knowledge Network  CPE Awarded  Location? We could travel between firms

36. # of Participants<1011-1516-20>20 Total Yearly Price $ 16,000.00 $ 21,000.00 $ 26,000.00 $ 31,000.00 Price Per Person $ 1,600.00 $ 1,400.00 $ 1,300.00 $ 1,240.00 $ per CPE Hour (24) $ 66.67 $ 58.33 $ 54.17 $ 51.67

37. CPA Firm Leadership: Communication Drives New Possibilities is available as a free download from The CPACA website at: cpaconsultantsalliance.com

39.  Collaborate with Team Members Internally  Collaborate with Client Firms  Collaborate with Vendors  Collaborate with Peer Firms  ALSO…. Partner in Charge of Attest and Partner In Charge of Tax Job Descriptions???

41.  Move to August 19 and 20  In conjunction with the Boomer Technology Circle Summit  2 Keynote Speakers  TDA Tack  Potential partnership with the PCPS  All ideas are welcome!!!