How to Create a Competitive Edge Through Mentoring

Date: Wednesday, September 24, 2008
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Rex P. Gatto, Ph.D., founder & president of Gatto Associates, LLC (GA)
Objective(s):
1) Overview of mentoring and coaching in CPA firms 2) How a mentoring process allows CPA firms to achieve a competitive edge 3) The beneifts of a mentoring program - for mentors, mentees, and firms 4) Implementing the mentoring process and 5)Identifying the right mentors for thementees with a firm
Field of Study: Business Management and Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

Mentoring in CPA firms is a developmental process that is designed to help identify future leaders, and to be an instrumental part of succession planning. The mentoring process also provides a venue for newer members of the firm to benefit from the knowledge of more experienced members. This course is designed to provide an overivew of the mentoring process in CPA firms and to introduce the ways that mentoring gives today's firms a competitive edge.

The third edition of Dr. Gatto's book, Mentoring Process for CPA/CAs has recently been released. This book is often utilized as a companion piece to the workshop. (However, it is not required to purchase the book to participate in this MAPCast.)

Many key points are taken from Mentoring Process for CPA/CAs to introduce the workshop participants to the concept of mentoring and the benefits that it provides to the firm, and the individuals who are a part of it.

Presenter and Moderator Bios
Rex P. Gatto, PhD, is founder and president of Gatto Associates, LLC (GA). Dr. Gatto's practice has been dedicated to helping people in the workplace to enhance productivity through a better understanding of themselves. He has done extensive research in the area of individual working, thinking, personality, leadership, teamwork and communication styles and their impact on the working environment. As a behavioral scientist and counselor he has devoted his energies to helping all levels of business people: CEOs, vice presidents, managers and professionals to have an enriched work life. Dr. Gatto consults on matters of organizational effectiveness, conducts training programs and also conducts one-on-one and team coaching.

As an author, he has written seven books that have been based on his years of experience working with business people throughout the U.S. and Canada. Among those titles noted are, A Practical Guide to Effective Presentation, Controlling Stress in the Workplace, Teamwork Through Flexible Leadership, Reflections From the Workplace, Mentoring Process for CPA/CA, Smart Managers FAQ Guide and The Leadership See-Saw Syndrome - Work Life Balance. Dr. Gatto has also written numerous training manuals and developed assessment instruments specifically for people within the workplace.

As a business consultant and lecturer, he has presented to business associates throughout the United States and Canada. Recognized by the American Society of Training and Development Association as an outstanding, dynamic and thought-provoking speaker, Dr. Gatto has written and presented for business teams, corporations and assisted professionals achieve an enriched, productive and enjoyable work life.

He holds an Undergraduate and Master's Degree in Education from Duquesne University and a Master's of Arts in Counseling Psychology from Norwich University. He earned his Ph.D. from the University of Pittsburg, including his Pennsylvania Certifications as an Educator and Supervisor of Curriculum and Instruction. Dr. Gatto is a Licensed Professional Counselor. In addition, he is Board Certified as a National Certified Counselor (NCC), Cognitive Therapist and Anxiety Specialist, Hypno-therapist and a Nationally Certified Psychologist.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.