Coaching and Mentoring for CPAs - Building a Culture of Growth and Leadership (Course Id 2483)

In today’s rapidly evolving accounting and finance landscape, technical expertise alone isn’t enough. Successful CPAs must also be effective coaches and mentors, developing the next generation of talent while strengthening leadership across their organizations. Coaching and Mentoring for CPAs is designed to help you build a culture of growth, engagement, and high performance within your firm or finance team. Whether you’re a partner, CFO, manager, or aspiring leader, this course will equip you with practical frameworks and actionable strategies to guide, develop, and retain top talent.

Through a structured curriculum, this course explores the essential principles of coaching and mentoring, offering real-world applications tailored to the accounting profession. You’ll learn how to implement proven coaching methodologies, create personalized development plans, and leverage behavioral psychology to enhance performance. Additionally, we’ll explore cutting-edge tools like AI-driven coaching and gamification to make mentorship more effective and scalable. By integrating these strategies into your firm, you’ll not only boost employee engagement but also drive stronger financial results and client relationships.

Designed to meet NASBA CPE requirements, this course isn’t just about theory—it’s about transforming your leadership approach with proven techniques that deliver measurable impact. By the end of this program, you’ll have the skills to elevate your coaching capabilities, foster a thriving team, and position yourself as a key influencer in your organization. Take the next step in your professional journey and join us in building a stronger, more resilient accounting profession—one conversation at a time.

NASBA QAS - Text - NASBA Registry - 2483

Unit 1
Coaching and Mentoring Foundations

• Differentiate between coaching and mentoring, identifying when each is most effective in CPA firms and corporate finance.
• Explain the impact of structured coaching programs on CPA firm retention, leadership development, and compliance.
• Develop individualized coaching plans tailored to employees' career goals and skill gaps.

Unit 2
The Future of Coaching

• Analyze how AI-powered coaching tools enhance mentoring, feedback, and leadership development.
• Evaluate the role of habit-based coaching techniques in fostering long-term behavioral change in mentees.
• Identify key elements of a coaching culture and strategies for measuring coaching effectiveness.

Unit 1: Coaching and Mentoring Foundations

Unit 1 Learning Objectives

Coaching and Mentoring as a Strategic Advantage

Introduction to Coaching and Mentoring for CPAs

Chapter 1: The Business Case for Coaching and Mentoring in Accounting & Finance

Chapter 2: Training and Systems Are The Foundation for Coaching and Mentoring

Chapter 3: Modern Coaching Methodologies for CPA Firms and Finance Teams

Chapter 4: Behavioral Ethics in Coaching and Mentoring for CPAs

Chapter 5: Creating Personalized Coaching Plans

Unit 1 Review Questions

Unit 2: The Future of Coaching

Unit 2 Learning Objectives

Chapter 6: Habits as Mini-Systems for Professional Growth

Chapter 7: AI and Digital Tools in Coaching—Facilitating Peer-to-Peer Learning

Chapter 8: Integrating it All—Building a Coaching Culture for Long-Term Success

Chapter 9: Leveraging ChatGPT to Build a Coaching Culture

Bonus Prompts

Bringing It All Together

Unit 2 Review Questions

Glossary of Terms