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Advanced Partner Training

“Platinum Competitive Edge Program”

A three-pronged approach to improve member firms by educating staff and partners in the non-technical (leadership/management) skills essential to ensure ongoing success today and in the future!

1st Prong:

Advanced Partner Training Program (APTP) – For experienced AGN-NA partners; LeaderSkills Institute (LSI) modules and instructors provide the platform for AGN-NA-sponsored large and small group training and study. Experts in specific fields brought in to amplify module subject matter and / or best practices in those matters.

2nd Prong:

Future Leaders Training Program (FLTP) – For soon-to-be partners and brand new partners, continue the AGN-NA-sponsored “How to be a super-star partner in your firm” course began in 1995. Course materials and training developed by the instructors.

3rd Prong:

Firm-Sponsored Internal Training (FSIT) – As a result of a special discount negotiated by AGN-NA, member firms MUST purchase any of the 70 LSI modules ($150 ea) for presentation in-house to staff & management groups by those partners who have been participating in the APTP above, at the discretion of the firm. (See below for how to order.)

Details:

APTP:

3-4 partners from each firm (managing partner + 2-3 “technical” partners {at MP’s selection / discretion}) attend a two-day group seminar annually (at the AGN-NA NARM, preferably) where 4-5 LSI modules are presented by an LSI instructor; in addition, high-profile experts expand on the topics.

Follow-up:

Attendees at the 2-day seminar are assigned to 20-person (max) Competitive Edge Study Groups (see description / makeup of study groups), with the directive to continue to “meet” – virtually or face-to-face – to determine which LSI module topics they’d like to continue to “study” throughout the year. Requirements would be spelled out for each participant.

Working
toward a goal:

What sets this program apart is the “merit badge” concept: study group participants will be awarded “points” for completion of the LSI modules in the NARM group setting, and for participating in the independent study groups. The following is a suggestion for how participants could earn various Designations -- signifying the learning achievement / accomplishment:

LSI MODULES COMPLETED

 

STATUS EARNED


TIMING

5

=

Bronze

May

10

=

Copper

12 months later

15

=

Silver

12 months later

20

=

Gold

12 months later

25

=

Platinum

12 months later

The goal would be that achieving platinum status would be truly coveted and prestigious, both for the participant and the firm. If the participant does not meet the study group participation requirements, s/he does not get the award.

4-5 modules (“new learning”) would be offered / taught at the “annual” or NA regional meeting (NARM), where study group participants would attend and have an opportunity to complete more modules toward earning the next level designation. And, participants would then, throughout the year, have an opportunity to work on / complete additional modules to achieve higher designations.

There will be a two-day APTP / Platinum Competitive Edge meeting each year, whether a NARM is held or not. This is an important feature to bring people back together in a full group learning environment and to have top-flight presenters in their fields of interest address the group.

STUDY GROUPS

During the initial Advanced Partner Training session, each participant will be assigned (in advance) to participate in a study group. These study groups will meet (virtually and face-to-face) during the next 12 months.

Make-up
Each study group will have a pre-determined leader and will be pre-arranged, to include:

  1. a mix of both technical partners and managing partners
  2. a mix of partners from different firms (avoid having partners from the same firm in the same study group)
  3. partners representing a variety of ages, from a variety of firm sizes and a variety of geographic locations
  4. The role of Study Group Leader will rotate each year. This gives other study group members an opportunity to be more involved. Current study group leaders may continue in this role for an additional year if they so wish.

Curriculum / Operation
Each study group will be given a list of the LSI modules from which to choose five topics (or the five topics can be pre-determined so as to have parallel learning experiences during this first year) for further study through the first year.

Each study group will:

  1. have the option to add several other topics (or go more in-depth on the topics presented in the kickoff?) of its own choosing
  2. decide how it wants to go about learning more about the topics it has chosen, i.e., doing a lesson; extra reading, discussions, etc.
  3. decide how it wants to continue to meet through the next 12 months – via face-to-face, for example, to actually conduct an LSI module, or virtually, via teleconference, web conference lesson.

By completing the group-chosen assignments, participants in the study groups will earn credits toward designations (see above), with a goal of eventually becoming a Platinum Competitive Edge Partner.

Modules will be tracked; the result being that participants who are progressing through the program will be given ribbons or badges to wear at meetings denoting the level of learning achievement they’ve achieved – bronze, copper, silver, gold, platinum.

Most important is the idea that study group participants would be making at least a 5-year commitment to each other to work together to build their partner management / leadership skill sets. Along the way, hopefully, partners will grow in their relationship / knowledge-sharing with the others in their study group.

Details:

FSITP:

Meantime, within the firms, partners are conducting the LSI modules for staff – teaching them the same behaviors the partners are learning in their study groups. The hope here is that within each firm, critical mass of developed staff and partners will be attained to begin to make the changes necessary for each firm to continue to improve and operate more profitably and provide firms a means to replenish leadership at a management / partner level.

Awarding CPE credit for this in-house training is at the discretion of each firm. No CPE credits will be awarded by AGN for in-house training.

Any firm teaching any of these modules internally must purchase
said modules from LeaderSkills Institute!

HOW TO ORDER THE LEADERSKILLS INSTITUTE LESSONS FOR INTERNAL FIRM USE:
Click here for a special order form for AGN-NA member firms. You'll note that we have negotiated a special pricing of $150 per lesson for AGN member firms (as compared to the $275 non -UpStreamAcademy member price). The order form is self explanatory.

Click here for Lesson Descriptions

Please don't hesitate to contact Rita if you have additional questions.

Subsequent Years (2006 on):

Query all the study groups for top two topics that most challenged the group during the previous 12 months (other than the five that were presented at the kickoff), and those become the major presentation topics at the next “annual meeting” / NARM.

The progression would be that firms would have the opportunity to send both their “first generation” study group partners and also start the “second generation” – perhaps it’s the rest of the partners who weren’t able to come the first year (small firms), or a second group of technical partners from the partner group (larger firms) – study groups. Once again, the second generation would be assigned to study groups and would begin the five-year process of working together to earn the Platinum status.

As the number of partners within firms begins to achieve designation levels, then firms can also begin to earn designations.

A firm has the ability to earn designations (bronze, silver, gold and platinum) as a percentage of its staff and partners earn designations (exact parameters still to be defined – suggestion follows:).

80% of partners + # of employees (Mgmt 80%)

= Platinum

60% - 60%

= Gold

Etc.

Conclusion:

Partner development and succession planning are two of the looming issues for the profession and AGN firms.

Outcomes: An outstanding firm member recruitment and firm member retention tool is created.

1.

AGN-NA will have a superior competitive advantage when competing with other similar associations for prospective members. AGN-NA is the only association to invest in developing such a powerful tool to strengthen and ensure member firms’ viability for the future.

2.

AGN-NA’s current member firms can all utilize this program and recognize significant immediate and long-term benefit from enhancing partners and management staff skill sets.

3.

AGN-NA partners can each recognize that they’ve “built their own balance sheets” as well as strengthened their relationships with other AGN-NA partners outside their technical or industry specialty.

CPE Credit Information:

Learning Objectives:

To strengthen attendees ability to:

Contribute to their firms' growth and efficiency

Develop a leadership training program that will grow leaders within their firms

Impact a number of junior leaders helping them to prepare for succession within the organization

Prerequisites:

None

Program Level:

Advanced

Advance Preparation:

None

Who Should Attend:

Partners

Instructional Delivery Method:

Group - live

Recommended CPE Credit:

15 credit hours in various areas including Business Development, Firm Management, Personal Development, and Supervision.

Course Registration:

Online at www.agn-na.org

Cancellation and Refund Policies:

For information regarding administrative policies, please contact our office at 1-800-782-2272.

Records Retention Policy: All CPE records are maintained in the AGN database for a minimum of five years.

Complaint Resolution Policy:

Contact Rita Hood, Executive Director, at rhood@agn.org or 1-800-782-2272

AGN International - North America, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting the website: www.nasba.org.

 

 

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