The CPA Trendlines Pathfinder Series 

Talent Development & Career Planning

Practice Manual & Planning Workbook
A collection of great ideas from the CPA Trendlines Board of Contributors, offering self-assessments and workbook activities designed to inspire personal and professional development for the practitioner.

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Talent Development & Career Planning


Talent Development & Career Planning is drawn from the pages of Each chapter is written by a leading luminary in the field and member of the CPA Trendlines Board of Contributors. Included in each chapter is a series of diagnostic questions, providing a place for the practitioner to contemplate and create their own plans, strategies, methods and deadlines to address problems and seize opportunities.

Table of Contents

Managing Remote Staffers

Mismanaging Project Management

High-Impact Learning: 4 Ways to Maximize CPE ROI

Ten Things Every Firm Needs to Make Clear Firmwide

The Four Keys to Creating a Firm Vision That Unites and Mobilizes

Growing a Culture of Growth and Aspiration

Seven Ways to Build the Right Culture

Staff Training Starts With Doing Something

Nine Rules for Creating Highly Effective Partnership Teams

Novice Manager Needs to Know: How to Do It All?

Twelve Reasons CPA Firm Staff Meetings Are a Waste of Time

Five Tips to Managing and Motivating Virtual Team Members

Even Accountants Get the Blues

Hire Experienced People, Or Train Them Yourself?

Twelve Best Practices For a Compensation Committee

Trends in Temporary Staffing

When Staffers Don’t Listen to You

On Selling A Practice to Staff Members

Ten-Point Job Description For the Firm Administrator or COO

Seven Good Reasons Your Firm Administrator Deserves the M.V.P. Award This Year

Can You Hear Me Now?

The Three Traits Shared By 150 Top Managing Partners

Herding Cats: Change Management for CPA Firms

The CPA Trendlines Board of Contributors

CPA Trendlines is privileged to offer some of the best insight and analysis from the many of the profession’s leading advisors and professionals.

August J. Aquila, Ph.D – CEO, Aquila Global Advisors

Robert J. Lees – Co-author of Creating the Effective Partnership

Sandi Smith Leyva, CPA, CMA, MBA – Accountant’s Accelerator

Bruce W. Marcus – Author of Professional Services Management 3.0

Ed Mendlowitz, CPA, ABV, CFF, PFS – Partner, WithumSmith+Brown PC

Michael Ramos – Director of Professional Development

Marc Rosenberg, CPA – The Rosenberg Associates

Talent Development & Career Planning


In stock