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Webcast:  How to Succeed as a First Time ManagerWebcast: How to Succeed as a First Time Manager

$75.00 (USD)

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.

Credits: 2
Estimated Length: 2 hour(s)
Valid for: 12 Month(s)


Name View Schedule
Web Meeting1. How to Succeed as a First Time Manager View Schedule


  • Identify the difference between the individual contributor and management roles
  • Describe the skills needed to manage and lead the team
  • Recognize the pitfalls of first-time managers and how to avoid them


  • The difference between building individual competence and organizational capacity
  • Team development and coaching skills
  • Delegation as a survival skill for you and development opportunity for team members
  • The four common mistakes first-time managers make


  • Personal Development (2 credits)

All CPAs interested in moving into leadership positions , new business leaders, new finance and accounting managers


  • Basic


  • Dr. Alan Patterson


  • None


  • Online Webcast


Alan's Biography:   

Author of: Leader Evolution – From Technical Expertise to Strategic Leadership

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 skill sets to major shifts in the business. Prior to MentorÉ, Dr. Patterson worked as a partner for 20 years at Bryan Associates, Inc., a consulting group specializing in competency-based talent development initiatives.

Dr. Patterson’s expertise has been tapped by many global and national organizations, including Anheuser-Busch, Biogen, Entergy, Federal Reserve Bank, Johnson & Johnson, Hewlett-Packard, Major League Baseball, Merck, Sea World, Shire Pharmaceutical and the United States Navy.

A published author, Dr. Patterson has been a featured speaker and workshop leader for several national associations, including serving as a national expert resource for the American Institute for CPAs (AICPA) and many state CPA associations. He holds a BA from the University of Wisconsin-Madison, an MA from University of North Carolina-Chapel Hill, and an Ed.D. from Boston University.

Dr. Alan Patterson
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