May 5, 2027


Webcast Replay


1 CPE Credit

NextGen Leadership: Making the Shift: Moving from Employee to Supervisor to Leader

May 5, 2027
Webcast Replay
1 CPE Credit

NextGen Leadership: Making the Shift: Moving from Employee to Supervisor to Leader

Learning Objectives

  • Apply effective feedback and coaching strategies to improve individual and team performance in supervisory roles.
  • Identify professional boundaries and ethical considerations unique to the transition from peer to supervisor.
  • Analyze motivational theories and choose appropriate techniques for motivating and engaging employees.
  • Use communication and active listening tools to build trust and credibility across diverse teams.

Major Topics

  • Managing the change in relationships when shifting from peer to supervisor, including handling potential conflicts and maintaining professionalism.
  • Building credibility and trust as a new supervisor—key factors and behaviors to establish influence and authority.
  • Providing and receiving constructive feedback, coaching for performance, and supporting continuous improvement.
  • Understanding and applying professional boundaries and ethics in leadership contexts.
  • Using motivational theories (Maslow, Herzberg) to increase engagement and drive results.
  • Active listening, communication best practices, and barriers to effective workplace communication.
  • Setting SMART goals and driving accountability within teams.
  • Responding to complex workplace challenges with real-life case study analysis and solutions.

CPE Credits Available

1 CPE Credit
1
Personnel/Human Resources

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Leadership

Prerequisites

Experience in the accounting and finance field.

Advanced Preparation

None

Intended Audience

  • Newly promoted Supervisors: Professionals transitioning from individual contributor roles and seeking to build foundational management skills.
  • Accounting and Finance Managers: Individuals responsible for leading teams and developing direct reports.
  • Senior Accountants and Team Leads: People overseeing projects who want to enhance their leadership capabilities and manage former peers effectively.
  • This session is ideal for those taking on leadership responsibilities in accounting, finance, or related organizational roles.

Provider

AICPA

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