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Self-Study CPE
HOW TO WORK ANYTIME, ANYWHERE
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WIN-WIN DELEGATION STRATEGIES FOR ACCOUNTING PROFESSIONALS
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DIVERSITY & INCLUSION: DEFINE, IDENTIFY & RECOGNIZE KEY COMPONENTS FOR CPAs
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MANAGING STRESS & CONFLICT: A GUIDE FOR FINANCIAL PROS IN TOUGH SITUATIONS
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3 HABITS TO BOOST PRODUCTIVITY WHILE DECREASING STRESS AND ANXIETY
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HOW TO PROMOTE POSITIVE MENTAL HEALTH & RESILIENCE DURING CHALLENGING TIMES
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FROM FRAZZLED TO FREEDOM: MANAGING STRESS AND ACHIEVING PERSONAL WELLNESS
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USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
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GETTING BACK TO WHO YOU ARE: AUTHENTICITY
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CONFUSION TO CONNECTION: EFFECTIVE COMMUNICATION STRATEGIES FOR ACCOUNTANTS
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MAKING YOUR RESOLUTIONS WORK
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UNLOCK THE POWER OF SLEEP: 12 ESSENTIAL STEPS FOR IMPROVED REST & REJUVENATION
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TRUSTED ADVISORS AND MENTAL HEALTH CONCERNS: MAKING THE CASE FOR CHANGE
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THOUGHT LEADERSHIP: HOW TO POSITION YOURSELF FOR SUCCESS
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SID KESS'S KEYS TO ACHIEVING A FULL PERSONAL AND PROFESSIONAL LIFE
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EMPOWERING HISPANIC BUSINESS OWNERS: A CHECK-IN WITH VANESSA VASQUEZ
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DON'T TREAT BURNOUT AS A BADGE OF HONOR
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SID KESS: A LEGEND & HIS LEGACY IN THE ACCOUNTING PROFESSION
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MENTAL HEALTH MASH-UP: BEATING BURNOUT
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FIVE WAYS TO DECREASE STRESS DURING TAX SEASON: INTRO AND Q&A WITH SID KESS
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NEGOTIATING AND OVERCOMING OBJECTIONS
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DEVELOPING YOUR TEAM LEADER SKILLS
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MASTERING MENTAL TOUGHNESS: ELITE STRATEGIES FOR SUCCESS AND RESILIENCE
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MULTILINGUAL SKILLS, EXCEL & FINANCIAL ADVISING MASTERY
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TAX LAW AND SOCIAL JUSTICE
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HOW TO SUCCEED AS A FIRST TIME MANAGER
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PRACTICAL FINANCIAL NEGOTIATION TIPS
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NURTURING YOUR SOUL
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UNLEASHING EQ IN ACCOUNTING: LEADERSHIP & WELL-BEING MASTERY
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Self study cpe
How to Succeed as a First Time Manager

HOW TO SUCCEED AS A FIRST TIME MANAGER

CPE Processing Fee$25.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Personal Development
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateDecember 15, 2020
Date OfferedDecember 15, 2022
Expiration DateDecember 15, 2023
Series: Leadership
Course Description

Moving from an individual contributor to a first-time management role requires a major leap in your career. It's a completely different role. Your new job is to create the conditions for others to succeed, not to do the work yourself. As a manager, you must develop the skills of effective delegation and motivation and avoid the trap of micromanagement.

Learning Objectives:


  • Identify the difference between the individual contributor and management roles

  • Recall the skills needed to manage and lead the team

  • Recognize the pitfalls of first-time managers and how to avoid them.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

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Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Review Questions
Review Questions
QUESTION 1: 00:10:00 minutes
QUESTION 2: 00:25:00 minutes
QUESTION 3: 00:45:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Alan Patterson

Mentore
President
apatterson@mentore.com
(401) 965-8347

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Dr. Alan Patterson has guided more than a dozen Fortune 500 companies in re-thinking how best to elevate their talent and drive effective organizational change. He has more than three decades of international consulting experience in change management, leadership development, and executive coaching. In 2006, he formed Mentoré, a consulting organization that focuses on aligning leadership, strategy, roles, and skillsets to major business shifts. Before Mentoré, Dr. Patterson worked as a partner for 20 years at Bryan Associates, Inc., a consulting group specializing in competency-based talent development initiatives.

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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Mentoré’s sole purpose is to elevate the value of the organization by creating deeper and broader leadership capability. The focus is on developing leadership skills in the unique context of the business, the organization, the roles and responsibilities of the job. They teach, coach, and drive strategies to create an environment in which any goal can be achieved by leveraging the strength and depth of existing talent.