Registration Fee: $49
Effective Leadership – Finding Common Ground Despite Differing Points of View
December 14, 2020 – 2:00 pm – 4:00 pm (2.0 CPE)
CPE Credit Hours: 2
Field of Study: Professional Development
Advanced Preparation: None
Description: As the world continues to get smaller and business operates on a global scale, business groups, ranging from small groups of employees working on projects together to boards of directors establishing corporate policy, almost always consist of individuals from diverse backgrounds. The individual members often hold different views on a wide variety of important issues and may not even agree on what is right or wrong.
For such a group to achieve the objectives with which it is charged, these individuals must be able to work together, overcome differences, and reach consensus on how best to proceed. An effective leader is expected to bring the members of the group together and get them working toward the same objective in a cooperative spirit.To be effective, a leader should understand each individual’s values, how each will interpret different circumstances, how they are motivated, and how they make decisions. Such an understanding allows leaders to find outcomes that take in to account the differing views and can be supported by all.
This course will explore how a leader can identify what criteria different individuals will apply in decision-making, how to coordinate the individual’s objectives with those of the group, and how to get each team member to take ownership of the group’s results. It will demonstrate how a change in the wording of a question, without changing the meaning, can cause an individual to choose an opposite outcome and how problems can be framed to encourage individuals with diverse backgrounds to make the same choices.
This course will also introduce the types of compromises an entity may make when enforcing its policies to achieve greater outcomes for the entity as a whole, and to convert detractors and negative influences within an organization into enthusiastic advocates.
- Learn to identify what criteria are important to an individual and how it affects that individual’s decision-making
- Determine how a question, request, or assignment can be worded to create a minimum amount of resistance and the greatest amount of enthusiasm for finding a favorable outcome
- Understand the four primary theories of ethics, how they differ, and the influence they have over an individual‘s decision-making
- Recall the importance of the control environment and how the tone at the top can influence the decisions of all members of an entity
Designed for: Managers and supervisors who are charged with leading a diverse team in accomplishing entity objectives, including those in industry and engagement partners and managers within a CPA firm responsible for an engagement team. It is also beneficial for anyone who works in a team or group environment.
- Building a cohesive foundation from which a group cqan operqate effectively
- The mission statement and other components of the control environment
- Developing an organizational behavior system
- Different theories of behavior and nhow they effect decision-making
Mark Dauberman, Bio
Mark provides CPE and technical staff training for CPA firms, private industry, state CPA societies, and government organizations. His topics include accounting, SSARS, ethics, fraud, internal and external auditing, internal control development (COSO), entrepreneurship, and developing a business plan. Mark is in the process of initiating a new entity, The Internal Control Institute, which will be offering CPE and staff training related to internal controls, and in conjunction with professors from Claremont Graduate University, will be providing internal control consulting.
Mark is also an expert witness in the defense of CPAs in cases involving primarily ethics, fraud, and compliance with standards in the performance of professional services.
Mark also provides consulting services to CPA firms with an A & A practice that do not have an expert on GAAP or requirements of Professional Standards within the firm. He addresses such matters as conformity with GAAP, adequacy of disclosures, compliance with professional standards, risk assessment, development and performance of audit and review processes, engagement documentation, compilation and preparation engagements, ethics and independence requirements, assessing and enhancing internal controls for the firm and clients, preparation for peer review, and staff training and CPE. He also provides consulting services related to client management and marketing.
Mark’s public accounting experience includes working with Kenneth Leventhal & Company and more recently, he was a partner at NSBN, a Beverly Hills CPA and business consulting firm. Mark’s industry experience includes serving as assistant controller of a large trucking and warehousing firm along with controller and Vice President of Finance and Administration for major real estate development companies. Mark also spent nearly 30 years as an entrepreneur, operating a company that prepared individuals for the CPA exam nationwide.
Mark has been involved in accounting education at CSU Northridge, CSU San Bernardino, Loyola Marymount University and UCLA. He obtained his bachelor’s degree in accounting from CSU Northridge. He obtained his Executive MBA at the Peter Drucker and Masatoshi Ito School of Management at Claremont Graduate University, where he previously had been a student of Dr. Drucker’s. He also obtained an Internal Control Certificate from COSO. Until recently, he authored “Knowledge Based Preparation, Compilation, and Review Engagements” for CCH and updated their checklists for SSARS engagements. He also served as Senior Editor for Roger CPA Review.
Mark Currently provides CPE and technical staff training for CPA firms, private industry employers of accountants, and government organizations on topics that include accounting, compilation and review, fraud, internal and external auditing, developing internal controls, strategic planning, and practice management. He is also the Senior Editor for Roger CPA Review Course and authors CCH’s “Knowledge-Based Compilations and Reviews”.
Mark’s public accounting experience includes working with various local firms throughout high school and college, and employment with Kenneth Leventhal & Company. More recently, he was a partner at NSBN, a Beverly Hills CPA and business consulting firm, where he served as director of the audit practice and was responsible for recruiting, training, business development, quality control, and strategic planning for the firm. Mark’s industry experience includes serving as assistant controller of a large trucking and warehousing firm. He has been both a controller and the Vice President of Finance and Administration for major real estate development companies. Mark also spent nearly 30 years as an entrepreneur, operating a business that prepared individuals for the CPA exam.
Mark taught his first university accounting class in 1969 and has been involved in accounting education since, most recently a visiting lecturer at California State University at San Bernardino.
Mark obtained his bachelor’s degree in accounting from California State University at Northridge. He obtained his Executive MBA at the Peter Drucker and Masatoshi Ito School of Management at Claremont Graduate University, where he previously had been a student of Dr. Drucker’s.