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NextLeaders Academy 2024 Bootcamp

Starts
30 May 2024 8:00 am ET
Ends
31 May 2024 4:00 pm ET

This program is designed to help your succession plan succeed. Led by partners of longtime AGN member firms, the NextLeaders Academy will shape the future of your firm. This two-day, intensive bootcamp style training is centered around seven pillars of learning, and will provide new partners with the opportunity to build new knowledge, learn from the expertise of experienced and successful leaders, and build relationships with their peers in AGN that will long outlast the program. 

Participants will go through one onboarding webinar and the in-person meeting will happen in conjunction with NARM. After completing the bootcamp, participants will then roll into Partner Study groups where they can continue developing their leadership skills and relationships. 

The Seven Pillars of Leadership

  • Management, Leadership and Command – Beginning the Journey
  • Mechanics, culture, values and goals of a firm – Getting Under the Hood
  • Client Service and building/sustaining great relationships – Creating “sticky” situations
  • Marketing, selling, and building value – Making it Rain
  • Performance Management, Coaching and Mentorship – Developing Others
  • The Digital Journey – Future-proofing your Practice
  • Negotiating, Influencing and Engaging Audiences –  Exploring Dynamic Communication

 

Program Leader Bios         

Jim Carulas, CPA

Chief Executive Officer 
Meaden & Moore

Jim has been with Meaden & Moore for over 25 years, advising clients on a number of financial and business matters. Much of his experience has been working with the owners and management of growth-oriented companies, specifically manufacturing, distribution and industrial service companies, on business growth strategies, including global initiatives. 


Robert Watts, FCPA, FCA
Managing Partner

Rolfe Benson

Robert Watts joined Rolfe Benson LLP in 1987 and obtained his Chartered Accountant designation in 1990 and his Fellow of Chartered Accountancy in 2015. Rob worked in the corporate finance department of our previous affiliate office in London, England and has extensive experience in all areas of public practice including estate planning, services, technology, manufacturing, distribution and not-for-profit organizations. Rob Watts was elected managing partner in 2001 and assumed the position on 1 January 2002. Rob’s hobbies includes travelling, boating and spending time at his cottage on Pender Island.


Todd Massinger, CPA
Partner
Hoffman, Stewart & Schmidt, P.C.

Todd started with Hoffman, Stewart & Schmidt, P.C. in 1988, and he’s been a partner there for over 25 years, including 16 years as managing partner. His professional experience primarily includes assurance, tax, and consulting services for tax-exempt organizations and closely-held businesses. Outside of the office Todd is an avid sports fan.
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