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 Two Back to Back Seminars Totaling 16 NASBA Certified CPEs!!!

Chapter Event
4/3/2014 8:00 AM
4/4/2014 4:30 PM
Boston | Massachusetts
Two Back to Back Seminars Totaling 16 NASBA Certified CPEs!!!
                                     
Day 1:  Strategic Audit Leadership
Day 2:  Building High Performance Audit Teams
 
Join us for a two days of excellent programs targeted at those responsible for leading, managing and monitoring the work efforts of others and for those who are interested in enhancing and developing their leadership and team building abilities. Ann Butera, President of The Whole Person Project, Inc., an organization development consulting firm, will be leading both programs. You can sign up for one, but we hope you will sign up for both (and save $25)! 
 
Event Details & Speaker Bio:
 
Day 1:      Strategic Audit Leadership
Date:         Thursday,  April 3rd, 2014
Agenda:     8:00 am – 8:30 am   Registration and Networking
                   8:30 am – 4:30 pm   Program (lunch will be provided)
                                                                                                                 
Location:    Liberty Mutual – 175 Berkeley Street Entrance, 2nd Floor, Boston MA 02116 
                             
Suggested public parking locations:
  • Dartmouth Street Garage - $16 (must arrive by 8:30am and be out by 7pm)
  • 222 Berkeley Street Garage - $27 (must arrive before 10am and not leave before 4pm)
Member Price:           $150 ($25 off for signing up for both events ($275 total)) - details when registering
Nonmember Price:     $175
CPE Credit:                8.0 (NASBA Certified)
Event Contacts:         Jeff Sardelli or Michael McShea
Contacts E-mail:        Jeff.Sardelli@hovo.com or mmcshea@wolfandco.com
 
Note:If you registered for this event, you received an email from Jeff.Sardelli@hovo.com with your confirmation. That email confirms your participation for a one-day training program titled, “Strategic Audit Leadership”, on April 3, 2014 at Liberty Mutual – 175 Berkeley Street Entrance, 2nd Floor, Boston MA 02116 from 8:30AM to 4:30PM. This program will provide you with techniques you can use to be more effective as an audit team leader. Ann M. Butera, President of The Whole Person Project, Inc., will facilitate this session. If you have any questions or concerns, please call Jeff Sardelli at (508) 850-2104. No further action from you is required.
 
The last day to register is March 27th, so sign up now!
Cancellations must be received by March 27th- substitutions welcomed after this.
Seating is limited to 60 people
 
 
Event Summary:
 
Effective leaders are made, not born. However, effective audit team work requires more than directing groups of auditors to work together. If you are wondering how you can be more effective as an audit team leader, plan on attending this session conducted by Ann M. Butera, CRP, President of The Whole Person Project, Inc., a New York-based organizational development consulting firm.

Upon completion of this working session, you will be able to:

  • Describe the attributes of an effective organizational vision and how it differs from a mission
  • Develop a vision and action plan for your audit team – one that will position the audit department as a valued business partner
  • Define a five-step model for implementing organizational change
  • Define the audit leader’s role in creating sustained organizational change
  • Describe the six characteristics of effective leaders and determine how you measure up
  • Assess your preferred leadership style and its benefits and liabilities
  • Assess your preferred managerial style and its implications for your leadership style
  • Develop strategies for adjusting your leadership style when dealing with the Audit Committee, the Executive Committee members, and your audit team members
  • Address the dilemmas and leadership challenges precipitated by the confluence of different generations in the workplace
  • Identify the Baby Boomers, Gen Xers, and Millennials, their expectations, and what motivates them
  • Discuss practical methods for leading, relating to, and managing Baby Boomers, Gen Xers, and Millennials

 

Target Audience: This program is intended for those responsible for leading, managing, and monitoring the work efforts of others and for those who are interested in enhancing and developing their leadership abilities.

 

Delivery Method / Program Level / CPE Credits: This group-live, Overview program qualifies for 8 CPE credits in Business Management and Organization. To receive CPE credit, NASBA requires that you fill out the sign-in sheet provided by the instructor and that you submit a completed Next Steps and Evaluation form which will be distributed at the end of class.
 
Complaint Resolution: If you would like additional information regarding our administrative policies, such as complaint and refund, please contact our office at (516)354-3551. The Whole Person Project, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

                                                                                                                                                                                                             

 

     Day 2:                   Building High Performance Audit Teams

Date:                     Friday,  April 4th, 2014
Agenda:                8:00 am – 8:30 am   Registration and Networking
                              8:30 am – 4:30 pm   Program (lunch will be provided)                                                   
Location:              Liberty Mutual – 175 Berkeley Street Entrance, 2nd Floor
 
Suggested public parking locations:
  • Dartmouth Street Garage - $16 (must arrive by 8:30 a.m. and be out by 7 p.m.)
  • 222 Berkeley Street Garage - $27 (must arrive before 10 a.m. and not leave before 4 p.m.)
 
Member Price:              $150 ($25 off for signing up for both events ($275 total)) - details when registering
Nonmember Price:       $175
CPE Credit:                   8.0 (NASBA Certified)
 
Event Contacts:            Jeff Sardelli or Michael McShea
Contacts E-mail:           Jeff.Sardelli@hovo.com or mmcshea@wolfandco.com
 
Note: If you registered for this event, you received an email from Jeff.Sardelli@hovo.com with your confirmation. That email confirms your participation for a one-day training program titled, “Building High Performance Audit Teams” on April 4, 2014 at Liberty Mutual – 175 Berkeley Street Entrance, 2nd Floor, Boston MA 02116 8:30AM to 4:30PM. During this session, you will practice using techniques to overcome blockages to team developments and performance, reach consensus and minimize conflict concerning team decisions.  You will also learn how to use tools to help you identify your team’s strengths and development needs. Ann M. Butera, President of The Whole Person Project, Inc., will facilitate this session. If you have any questions or concerns, please call Jeff Sardelli at (508) 850-2104. No further action from you is required.
 
The last day to register is March 27th, so sign up now!
Cancellations must be received by March 27th- substitutions welcomed after this.
Seating is limited to 60 people
 
 
Event Summary:
 
If you are wondering how you can help your audit team reach more effective decisions and yield efficient results, plan on attending this hands-on, highly interactive working session conducted by Ann M. Butera, CRP, President of The Whole Person Project, Inc, a New York based organizational development consulting firm.
During this session, you will practice using techniques to overcome blockages to team development and performance, reach consensus and minimize conflict concerning team decisions. You will also learn how to use tools to help you identify your team’s strengths and development needs.
Upon completion of this working session, you will be able to:
  • Explain the difference between groups and teams and how to use specific approaches to convert your group into a high-performance, cohesive team
  • Define ways you can build bench strength within your team
  • Describe the stages of team development and why some groups never become fully functioning high performance teams
  • Delegate effectively and leverage the work efforts of others
  • Select the best delegation method to match the assignment and your team
  • Build your interpersonal and motivational skills as well as your reputation as an effective coach
Target Audience: This program is intended for those responsible for leading, managing, and monitoring the work efforts of others and for those who are interested in enhancing and developing their leadership and team-building abilities.
 
Delivery Method / Program Level / CPE Credits: This group-live, Overview program qualifies for 8 CPE credits in Business Management and Organization. To receive CPE credit, NASBA requires that you fill out the sign-in sheet provided by the instructor and that you submit a completed Next Steps and Evaluation form which will be distributed at the end of class.
 
Complaint Resolution: If you would like additional information regarding our administrative policies, such as complaint and refund, please contact our office at (516)354-3551. The Whole Person Project, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
 
Speaker – Ann M. Butera, CRP
Ann is President of The Whole Person Project, Inc., an organizational development consulting firm. She is a frequent speaker at internal audit conferences and has worked with audit departments of all sizes to provide auditors with the tools and techniques needed to improve risk management practices within their organizations. Ann is regularly cited in Who’s Who and has been honored by Women On The Job with the Business Achievement Award. She is a member of the IIA, the American Society for Training and Development, the Association of Government Accountants, and the National Association of Corporate Directors. She served as Audit Committee Chair for a financial services firm. Ann Butera received her Master of Business Administration in Organizational Development from Adelphi University. She holds a CRP (Certified Risk Professional) designation from BAI, and is a Summa Cum Laude graduate of Long Island University / C.W. Post College.
Additional NASBA Required Information:
  • Course level: Basic / Intermediate
  • Prerequisites: none
  • This will be a group live program
  • Refund and complain resolution policy: “For more information regarding refund, compliant and program cancelation policies, please contact The Whole Person Project, Inc. at (516) 354-3551.”
  • “The Whole Person Project, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.”