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Surgent’s The Balanced Leader-Manager (Audit Skills Training – Level 7) (A7M4) (SSOT151/21)

Event Description

Short-term profitability and long-term viability are important objectives of any successful organization. This module provides tips and techniques for striking the right balance between managing individual engagements and leading the overall CPA firm.

Designed For

Accountants with both short-term management and long-term leadership responsibilities


  • Describe the difference between short-term management and long-term leadership
  • Discuss how to strike the right balance between short-term and long-term objectives
  • Explain how to adapt behaviors to enhance the likelihood of overall success

Major Subjects

  • Differentiating between managing and leading
  • Assessing your own management and leadership style
  • Adapting management and leadership styles to the specific circumstances
  • Becoming a catalyst for positive change
  • Overcoming barriers to successfully managing and leading
  • Successfully engaging in difficult conversations to minimize performance issues and conflict


Experience with audit, tax, or other engagements