Success Leaves Clues: Exploring Next Practices of Extraordinary Firms: Leadership Webcast | 4173412A

Date :
February 27, 2018 10:00 AM - 12:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00
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Why leadership? Because our Profession is over-managed and under-led.

Leading a CPA firm has been referred to as “herding cats.” Acquire a foundation in leadership theory and skills necessary to drive superior firm and departmental performance. Knowledge workers are not managed—they are led and more effectively guided. Effective firm leaders develop superior professionals, enjoy less stress and maintain a better quality of life. Additionally, cover topics that address how effective leaders: balance long-range objectives with current realities, clearly communicate core objectives and values, motivate others to perform at high levels and remove barriers that constrain others.

Materials are provided as an ebook for this course.


  • Determine how leadership influences firm performance—both in financial and non-financial measures.
  • Recognize how current theories on successful leadership techniques apply to knowledge workers.
  • Identify behaviors associated with destructive leadership attributes.
  • Develop tools designed to reward successful leadership behaviors.

Major Subjects:

  • The differences between management and leadership
  • Identifying and maximizing leadership potential
  • Overcoming leadership failures
  • Integrating leadership vision into CPA firm realities
  • Balancing formal and informal leadership attributes
  • Firm leadership transition issues
  • Generational leadership issues
  • Empowering new firm leaders

Advanced Prep:


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Level of Difficulty:
Field of Interest:
Business Management and Organization


Designed For:

CPAs in public practice, industry or government who have, or desire to have, leadership positions.


Ronald Joseph Baker

Ronald J. Baker is the founder of VeraSage Institute, dedicated to teaching value pricing to professionals and bettering the professions, and a radio talk-show host on the show, The Soul of Enterprise: Business in the Knowledge Economy. He has been an instructor for the CalCPA Education Foundation since 1995, teaching 15 courses, and is the best-selling author of six books, including The Firm of the Future, Pricing on Purpose, Measure What Matters to Customers, Implementing Value Pricing, Mind Over Matter, and The Soul of Enterprise: Dialogues on Business in the Knowledge Economy.

Baker has toured the world, spreading his value-pricing message to over 150,000 professionals. He has been appointed to the AICPA Group of One Hundred; named to Accounting Today’s Top 100 Most Influential People in Accounting list in 2001-2007 and 2011-2016, and voted number six, nine and three on its Top 10 Most Influential People in Accounting list in 2012-16; selected as one of LinkedIn’s 150 Influencers, with over 220,000 followers; and received the 2003 Award for Instructor Excellence from the CalCPA Education Foundation.

Daniel D. Morris, CPA
Daniel D. Morris, CPA, is a founder of the VeraSage Institute, a think tank dedicated to teaching value pricing to professionals around the world. He is a frequent speaker at CPA events and conferences, and a consultant to CPA firms on implementing total quality service and value pricing. He has been an instructor with the CalCPA Education Foundation since 1998, and has written over a dozen courses for them. Morris presents frequently at national and regional conferences, including the Professional Pricing Society, the AICPA, and the Association of Accounting Marketing Executives.
No Agenda or Materials posted.