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Managing People – Best Practices for a Better Office (LIOT09/24)

Event Description

You have probably heard the saying that “employees quit managers – not companies.” Perhaps this has never been more true than now – when many people are working from home, and the only contact they often have with their employer is through their manager. There can be no doubt that one of the most important parts of being a leader is cultivating a good team. But how do you do that – especially if you don’t have a background in human resources? In this course, we will explore how financial leaders can be better managers. Through case studies, statistics, and sharing best practices, we will explore how to get the best from employees and create an environment that employees want to come back too, day in and day out.

Designed For

CPAs in leadership positions that have a team supporting them


  • Identify which employee benefits employees care about the most according to survey data
  • Recognize basic employment documents
  • State the major parts of the employee handbook
  • Name the major leadership styles and behavioral biases that exhibit themselves in the workplace
  • Distinguish factors to consider before writing an employee recommendation letter

Major Subjects

  • Can I buy employee satisfaction? 
  • Is it possible to create stability & comfort?
  • Hiring & Interviewing Tips
  • Basic Employment Documents
  • Managing Team Dynamics 
  • Challenge of Management & Employee Engagement 
  • Different Leadership Styles 
  • Behavioral Finance Biases
  • Employee Reviews, Terminations, & Recommendation Letters
  • Summing It Up