Sage Accountants Network

“In a period of rapid change and increasing complexity, the winners are going to be the people who can learn faster than the rate of change and faster than their competition.”

— Tom Hood, CPA.CITP.CGMA, Business Learning Institute

New technologies. New trends. New client expectations.

The accounting profession today is dramatically different than it was just a few years ago. Every day the learning curve becomes steeper and harder to climb. That’s why Sage has partnered with the Business Learning Institute to offer Leadership Education for Accounting Professionals.

In-person


Available in select cities across North America, these interactive educational courses provide opportunities to have your questions answered and network with peers. CPE eligible.

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Webcasts


Live and replay at schedule times, these 1-2 hour webcasts give you the freedom to participate online. Instructors are always available to answer your questions and best of all, no tests! CPE eligible.

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On-demand


The ultimate in educational convenience! These self-paced, interactive courses are Perfect for the accounting professional who needs just-in-time education at their fingertips. CPE eligible.

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Watch the Experience It For Yourself video

What attendees are saying

“Great combination of energy from the group, time constraints that made you think, and accountability from other participants. It gave me clarity of my issues and what I need to do about them.”

"The Sage Vision and Strategy Workshop got right to the meat of my company’s issues. Didn’t waste time on unnecessary items. I didn’t know where our firm was going but now I do."

"The Eight Hour MBA – Adding Value is one of the best seminars I have ever attended."

"My takeaway from the Sage course was I now see where I really want my firm to go and I have a plan. This process allowed me to discard useless goals."

Upcoming in-person classes

Date: Class: Location: Price:  
August 26, 2014, 12:00 pm PT - 5:00 pm MT You and Your Firm – A Vision to Strategy Workshop Calgary $99 Register now
August 27, 2014, 1:00 pm ET - 5:00 pm ET Leadership inside out: Discovering the leader within Columbia, MD $150 Register now
August 27, 2014, 8:00 am ET - 12:00 pm ET What next? Inventing a new niche for yourself Columbia, MD $150 Register now
September 2, 2014, 8:00 am ET - 5:00 pm ET The eight-hour MBA--powerful communication Toronto $275 Register now

View all in-person classes

Upcoming webcasts

Date: Class: Price:  
August 20, 2014, 2:30 pm ET - 4:30 pm ET Best Practices in Accounting and Finance Writing: Putting Ideas in Order $79 Register now
August 20, 2014, 2:00 pm ET - 3:00 pm ET Blog 101: First Steps to Stardom $39 Register now
August 22, 2014, 12:00 pm ET - 1:00 pm ET Finally Fixing Turnover and Employment Engagement $39 Register now
August 22, 2014, 2:00 pm ET - 4:00 pm ET Selling for CPAs: Using Your Problem-Solving Skills to Promote Profitable Business Growth $79 Register now

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Featured on-demand classes

Date: Class: Price:  
Anytime Best Practices in Accounting and Finance Writing: Being Clear and Accurate $89 Register now
Anytime Blog 101: First Steps to Stardom $89 Register now
Anytime Brand You: How to be a leader and boost your career… with a little help from social media $39 Register now
Anytime Business Development: Distinctions Between Marketing and Sales $39 Register now
Anytime Employee Motivation and Engagement: Driving Results Without Driving Your Team Crazy $105 Register now

View all on-demand

Special Offers: August Featured Webcast

Attend the August featured webcast at 50% off and receive a 25% discount code for a future webcast.
Date: Class: Price:  
August 25, 2014, 12:00 pm ET - 2:00 pm ET Leadership in the New Normal $79 $39.50 Featured webcast price Register now

The definition of leadership has changed as we've evolved into the information age. We are no longer bound by the hierarchies of our firms but instead are leading across companies, sectors, and traditional boundaries. This kind of leadership requires three key competencies:

  • Strategic, future-minded flexibility
  • Strength-based leadership
  • Leadership that comes from personal power rather than position power so that it can be utilized across a network and not be limited to traditional org chart channels

This session is designed to engage participants in exploring the changing definition of leadership, the strength assets they bring to the proverbial table, leveraging the recent evidence-based findings in the science of well-being in the workplace, and the art of facilitating conversations that change the trajectory of ideas. It is designed to provide new information and an opportunity for participants to apply that information in the contexts of their everyday lives so that we go beyond theory and into practice.

Objectives:

  • Create a shared definition of leadership and recognize how that definition has changed over time
  • Identify and apply your strengths in your leadership
  • Understand the value of positive interactions and work environments
  • Learn the secrets to facilitating productive conversations
  • Practice the art of asking powerful questions
  • Apply learnings to real-life scenarios

Highlights:

  • Understanding the power of vision
  • Embracing change through collaboration
  • Institutionalizing caring and teaching
  • Recovering from a fall and moving forward
  • Facing the lions of change

Designed For: All who are leaders within their organizations or aspire to be leaders

Prerequisites: The ability to embrace strategic thinking and future-minded flexibility

Instructor: Gretchen Pisano

The Sage Difference

These are not your traditional CPE classes!

Leadership Education for Accounting Professionals will help you:

  • Improve customer relationships - Add more value to your client relationships by shifting the focus solely from tax and compliance to the insights and guidance your clients are asking for.
  • Stay current - Stay on top of emerging trends for accountants and small businesses.
  • Grow your business - Uncover business growth strategies for your firm and your clients.
  • Get the flexibility you need - Optimize your knowledge and skills in the format you prefer—live or online.

Meet our instructors

The profession’s best and brightest are leading courses across North America, in-person and online, equipping you with the tools to become a leader in today's rapidly changing business environment.

Karl Ahlrichs

In a world of specialists, Karl Ahlrichs is first and foremost a human resource consultant and hiring process expert but also has significant experience in a wide range of business roles. Learn more

Sheila Birnbach

For more than 30 years, Sheila Birnbach has followed her passion of helping individuals and organizations become more successful. She founded the consulting firm Birnbach Success Solutions (formerly GB Associates, Inc.). Birnbach Success Solutions works with small- and midsized organizations to enable them to attract and retain great employees and offer superior customer service that sets them apart from their competitors. Learn more

Greg Conderacci

For more than three decades, Greg Conderacci has been using the magic of communication to help people lead happier, more productive, and more rewarding lives. Learn more

Bob Dean

Bob Dean, CPA has over 25 years’ experience focused on strategy and innovation in learning and talent development. Bob has served as a chief learning officer and a global learning leader for the past decade and now serves as a trusted advisor to clients focused on learning and development and talent management strategy and solutions. Bob combines business experience with a passion for designing, developing, and delivering breakthrough learning and talent management experiences and driving business impact. Learn more

Jennifer Elder

Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is a keynote speaker, trainer, and business coach in the business of business transformation. For more than 20 years, she has been helping businesses by peeling back the layers of “administrivia” and finding the hidden strengths and core values that make companies awesome. Learn more

Sarah Gershman

Sarah Gershman is an executive speech coach with more than 15 years of teaching and theater experience. Sarah specializes in helping clients who work in date driven fields to clarify their message and cultivate presence. Learn more

Hubert Glover

Dr. Hubert D. Glover is an experienced leader and academician with more than 30 years of leading major enterprises including subsidiaries of PricewaterhouseCoopers and a joint venture with Shell Oil along with launching his own company REDE Inc. (which has won numerous awards for its services to federal agencies and Fortune 500 companies). Learn more

Emmanuel Gobillot

Recognized as one of Europe’s most sought after and engaging business speakers, Emmanuel has made a name for himself challenging the most conference weary of audiences. Learn more

Bill Sheridan

Bill is a knowledge hunter, content curator, lifelong learner, and the Maryland Association of CPAs’ chief communications officer, editor, and resident social media cheerleader. He is the creator and coauthor of the association’s acclaimed blog, CPA Success. He also writes and produces the MACPA’s podcast, CPA Spotlight, and manages the association’s numerous social networks. Learn more

Tom Hood

Tom Hood is a nationally recognized author, speaker, and consultant, featured in the Journal of Accountancy, Accounting Today, and AccountingWeb. He is passionate about three areas: leadership, learning, and technology. These passions are reflected in his numerous recognition and awards which include being named the second most influential leader in the CPA Profession in Accounting Today’s 2013 list of the Top 100 Most Influential People in Accounting (his ninth time on the list), being recruite by LinkedIn as one of its Top 150 Influencers, and being named to the Top 25 Influencers in Learning by HR Examiner. Learn more

Courtney Kirschbaum

Courtney Kirschbaum has spent more than 15 years project managing key initiatives for global business consulting firms and coaching individuals and teams. She has managed projects around the world, including North America, Europe, Asia, and the Pacific. Learn more

Ed Kless

Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. He also serves as the liaison to the Sage Leadership Association. Learn more

Lin Kroeger

Lin Kroeger is a senior fellow at the Business Learning Institute and has been a management consultant for 30 years, focusing on strategic communication and its role in leadership, management, and employee capability. Known for being practical and for providing custom consulting, Lin designs and delivers programs on leadership, organizational and interpersonal communication, change management, and team dynamics. Learn more

Peter Margaritis

As the chief “edutainment” officer for Peter A. Margaritis, LLC, Peter’s primary role is to help business leaders strengthen their business success skills. For some clients that means helping their team hone technical skills, while for other clients it means working to develop nontechnical, professional skills. With every client, the goal is the same: help the team improve their skills to improve business results. Learn more

Don McDaniel

Don McDaniel is a founder and president and CEO of Sage Growth Partners (SGP), a health care strategy and technology firm specializing in creating value for organizations in the health care industry and related industries. Learn more

Jack Park

Jack Park, MBA, CPA, CSP, is a nationally recognized consultant and speaker who is well respected as a developer and presenter of financial and leadership seminars. Jack's Certified Speaking Professional designation (CSP) has been granted to fewer than 8 percent of the 3,500 members of the National Speakers Association. Learn more

Alan Patterson

Dr. Alan Patterson has guided more than a dozen Fortune 500 companies in rethinking how best to elevate their talent and driving effective organizational change. He has 27 years of international consulting experience in change management, leadership development, and executive coaching. Learn more

Ray Perry

As founder and president of Skill Track, Ray Perry is a trusted adviser, speaker and coach in the areas of performance management, leadership development, and strategic planning. Leveraging more than 25 years of unique management insight and experience, he has inspired some of America’s industry-leading organizations to take action and realize the type of lasting change that unlocks greater performance, morale, and retention (PMR). Learn more

Gretchen Pisano

Gretchen is the cofounder and CEO of the P.link Coaching Center for Excellence, an executive coaching practice with a global clientele. Learn more

Frank Ryan

Frank is president of a management consulting firm specializing in turnarounds, workouts, crisis management, strategic planning, and working capital management. He has extensive experience working with banks in negotiating forbearance agreements, loan workouts, capital restructuring, vendor negotiations, and bank lending requirements. Frank is a leading expert in lean operations and management and has implemented numerous lean applications for organizations. Learn more

Matthew Ryan

Matt Ryan currently works in the audit and assurance division of a Pittsburgh-based public accounting firm, with experience in financial, transportation, and defense/manufacturing company audits. He also has extensive experience in agreed upon procedures testing and previously served as an auditor in support of a Department of Justice investigation into the Gulf Coast Claims Facility, a multi-billion-dollar facility created by British Petroleum (BP) following the Deepwater Horizon incident in April 2010. Learn more

Calvin Harris, Jr.

Calvin Harris Jr., CPA has over 20 years of “C-suite” level experience in working with organizations of various sizes. Learn more

To learn more, call 1-855-724-3864.

Nexus: G-WEBCD1