Course ID: NGLLEAD

NextGen Leadership: “Making the Shift: Moving from Employee to Supervisor to Leader

“Making the Shift: Moving from Employee to Supervisor to Leader,” is designed to guide rising professionals through the critical transition from individual contributor to supervisor and ultimately to effective leader. Attendees will explore practical strategies for building credibility, managing former peer relationships, and fostering a coaching culture. Through real-life case studies, participants will tackle challenges associated with feedback, ethical boundaries, motivation theories, and the practical tools needed to inspire trust and high performance. The session delivers actionable insights, equipping professionals with the skills to set clear goals, maintain professional boundaries, and communicate effectively within teams. Participants will leave with the knowledge and tactics required to handle new leadership responsibilities and elevate organizational outcomes confidently.

In-person and live webcast CPE credit: 2.0 – 4.0 hours
Webcast and On-Demand CPE credit: coming soon

Learning Objectives

By participating in this session, attendees will be able to:

  • Apply effective feedback and coaching strategies to improve individual and team performance in supervisory roles.
  • Identify professional boundaries and ethical considerations unique to the transition from peer to supervisor.
  • Analyze motivational theories and choose appropriate techniques for motivating and engaging employees.
  • Use communication and active listening tools to build trust and credibility across diverse teams.
Major Topics
  • Managing the change in relationships when shifting from peer to supervisor, including handling potential conflicts and maintaining professionalism.
  • Building credibility and trust as a new supervisor—key factors and behaviors to establish influence and authority.
  • Providing and receiving constructive feedback, coaching for performance, and supporting continuous improvement.
  • Understanding and applying professional boundaries and ethics in leadership contexts.
  • Using motivational theories (Maslow, Herzberg) to increase engagement and drive results.
  • Active listening, communication best practices, and barriers to effective workplace communication.
  • Setting SMART goals and driving accountability within teams.
  • Responding to complex workplace challenges with real-life case study analysis and solutions.
Advanced Preparations

None

Who Should Attend
  • Newly promoted Supervisors: Professionals transitioning from individual contributor roles and seeking to build foundational management skills.
  • Accounting and Finance Managers: Individuals responsible for leading teams and developing direct reports.
  • Senior Accountants and Team Leads: People overseeing projects who want to enhance their leadership capabilities and manage former peers effectively.
  • This session is ideal for those taking on leadership responsibilities in accounting, finance, or related organizational roles.
Fields of Study
Personnel/Human Resources
Prerequisites

Experience in the accounting and finance field.

Provider
Business Learning Institute
CPE Credits
4.0
Level
Intermediate

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: or team@blionline.org
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