Level V focuses on helping professionals become more firm-focused, beyond improving the quality and efficiency of specific engagements. Proven tips and techniques, combined with hands-on practice, will help professionals enhance important soft skills necessary for developing firm leaders and long-term profitability. This course is appropriate for any experienced professionals with firm-wide leadership potential or responsibilities, including professionals from audit, tax and other service lines.

• The balanced leader-manager: Clarifying the difference between leading and managing your firm’s personnel, clarifying the benefits and potential issues with primary leadership styles, identifying necessary competencies for both leaders and managers in CPA firms, using 360 degree feedback for self-improvement, creating action steps for critical professional growth
• Making rain - Strategies for client service, selling and negotiating: Mastering tips for building client loyalty, understanding client perceptions and buying motives, analyzing how proven selling techniques apply to the professional services firm, leaning how to cross-sell services, practicing effective negotiating techniques, identifying ways to communicate your firm's marketing advantage, and discovering how to build a network of profitable key prospects
• Critical performance measures: Identifying key measures for improving accountability for organization success, common performance metrics, using both lag and lead indicators to monitor performance, and strengthening results monitoring

Field of study: Marketing (4), Personnel/HR (2), and Management Advisory Services (2)