Leadership & Management for Chartered Accountants & Auditors

Participants should already be in a managerial role, either hierarchical or functional, with actual responsibility for at least one of the following areas:

• team management
• assignment management
• client relationship management

At the end of the training, participants will be able to:

• Clarify their managerial posture in a professional services environment by strengthening their leadership, impact and credibility
• Structure their day-to-day management practices through a clear framework, effective routines and appropriate feedback techniques
• Delegate without compromising quality and manage activity with greater visibility over progress, priorities and risks
• Develop team members by adapting their management style to different profiles, needs and situations
• Manage a portfolio of assignments and projects by prioritising effectively, securing deadlines and handling client relationships throughout the engagement
• Work on a real managerial situation from their own context and turn it into a practical action plan

Day 1: Building a strong managerial signature

• Creating trust in the managerial relationship
• Understanding one’s managerial impact: strengths, limitations and triggers
• Adapting one’s posture to different situations and team member profiles
• Setting a clear framework: ground rules, expectations, responsibilities and boundaries
• Giving feedback without damaging the relationship
• Addressing issues without emotional escalation
• Standing by decisions with both team members and clients

Deliverable: a personal management manifesto including managerial signature, commitments and routines.

Day 2: Structuring team performance

• Setting up effective management routines
• Allocating workload and monitoring team progress
• Anticipating deadlines and securing execution
• Delegating with clear expectations, defined levels of autonomy and appropriate checkpoints
• Giving useful, actionable feedback
• Developing team members: development needs, upskilling and adapting management style to profiles
• Managing demanding or sensitive individual situations
• Providing direction through an annual or multi-year vision, clear objectives and shared priorities

Deliverable: a practical toolkit of management routines and templates for objectives, one-to-ones, feedback and development.

Day 3: Managing a portfolio of assignments and projects

• Prioritising workload across assignments
• Managing urgency and workload peaks
• Delegating while securing expectations and control points
• Monitoring assignment progress across four key dimensions: quality, timing, risks and relationship
• Managing the client relationship during the assignment: communication, posture and prevention of friction points
• Securing next deadlines and embedding performance in a continuous improvement mindset

Deliverable: a practical Mission Cockpit including routines and operational templates.
Included bonus

• 1 individual coaching session of 1.5 hours
• AssessFirst included
• WhatsApp group / peer community within a defined framework
• Full learning kit

The individual coaching session allows participants to work on a real managerial situation such as a difficult feedback conversation, workload pressure, delegation issues, tension with a team member or a sensitive client relationship, and to leave with an immediately applicable action plan.

Tools provided to participants

• Managerial signature and team routines
• People management toolkit
• Mission Cockpit
• Individual action roadmap from the coaching session
• Resource pack: materials, exercises, podcasts and templates

The programme is based on a structured, active and action-oriented approach, including:

• short and focused input sessions
• practical exercises
• real-life cases
• role plays
• simulations
• experience sharing
• practice on real situations

Assessment takes place throughout the programme through:

• active participation in exercises and simulations
• effective use of the tools provided during the training
• production of individual deliverables
• development of an operational action plan

Participation certificate issued

• Face-to-face training
• Location: Luxembourg City
• Schedule: 09:00–17:00
• Confidentiality: sharing rules defined in advance, with anonymisation of sensitive cases
• Certificate of attendance available upon request

WeAreTrainers is a collective of trainers, including:

• Romain Tisné, Trainer at Talantlers
• Nathalie Salagnac, Trainer at Leosens

Standard fee: €1,450 excl. VAT per participant
Included:

• 3 face-to-face training days
• full learning kit
• peer exchange group
• AssessFirst
• 1 individual coaching session of 1.5 hours