Massachusetts CPA – Next Steps Series – Development: Moving From Employee to Manager to Leader


First-time supervisors face unique challenges as they transition to management. They must supervise work with which they may be unfamiliar, and supervise employees with whom they had previously been co-workers or employees with greater seniority. They must understand the extent of responsibility and decision-making authority they have, finding ways to communicate expectations to their employees and making possibly unpopular decisions. Excellence in technical or financial skills does not automatically translate to excellence in leading and supervising others.

This course will give new supervisors, managers, and leaders the skills and understanding needed to successfully navigate the transition.

Learning Objectives
  • Recognize the new roles of Manager and Leader from a beginning point of employee
  • Understand how to set SMART goals and communicate them up and down the organizational chain.
  • Recall the elements of leader credibility
  • Identify successful and unsuccessful techniques used for motivating people
  • Identify challenging factors when managing friends
Major Topics
  • The differences between being an employee versus a manager or leader
  • New skills needed
  • Letting go of your old role
  • Building a coaching culture
  • Motivating people
  • Goal setting
  • Leader credibility
  • Delegating tasks
  • Handling feedback
  • Managing friends
  • Aligning Leadership with Strategy
Business Learning Institute
Course Level
Professional Area of Focus
T Shaped Professional Leadership
T Shaped Professional Anticipating and Serving Evolving Needs
CPE Field of Study
Personal Development
Who Should Attend

Professional staff moving into a leadership role

Karl Ahlrichs


Live – Online Webcast
Register Now
Oct 26, 2021
8:45 am - 11:45 am EST
Live – Online Webcast
Total CPE Credits
Live Webcast

Register for this Event

Massachusetts CPA – Next Steps Series – Development: Moving From Employee to Manager to Leader

Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now