LDI
Texas Society of Certified Public Accountants Home Home Search Directory Contact FAQ Site Map Cart Log In
Texas Society of Certified Public Accountants Home

Join TSCPA

Texas Society of CPAs
Leadership Development Institute (LDI)

Watch This Video: Hear What Last Year’s Participants Had To Say
WHAT IS LDI?

Leadership Development InstituteThe Leadership Development Institute (LDI) is a comprehensive program for TSCPA members who are leaders in companies or firms, or who soon expect to become leaders in their organizations.

Many managers tend to learn managerial leadership skills from observing their mentors and supervisors. Unfortunately, learning leadership skills in that manner can lead to the perpetuation of poor techniques and practices that place organizations at a competitive disadvantage.

The Leadership Development Institute is designed to teach current and up-and-coming leaders the science and art of leading an employee, department or organization.

The LDI course takes place over a five-month period and requires attending three, one and one-half day classes, three webcasts, and participating in leadership assessments. While the time commitment is significant, the rewards can be immeasurable to an organization.

Download .PDF of this page
Watch This Video:
Hear What Last Year’s
Participants Had To Say

This course, with assessments on the front end and all the learning activities and intervening follow-up activities, was developed and is conducted by the founding members of The Succession Institute, LLC.

The two onsite instructors, Bill Reeb and Dominic Cingoranelli, are both CPAs and have more than 30 years of experience each working with accounting and business executives. Michaelle Cameron, who works behind the scenes with the assessment and education curriculum processes, has a Ph.D. in marketing. They understand the challenges leaders face in today’s organizations. The course is very interactive and experientially-based to ensure that participants acquire the concepts and skills using a multitude of media, techniques and tools, such as:

  • Pre-work-multiple assessment instruments for style and personality feedback
  • Self-assessment instruments
  • Lecture with application of real life situations
  • Group facilitated discussions
  • Written exercises
  • Video presentations
  • Behavior modeling examples
  • Case studies
  • Role play scenarios
  • A simulator board game
  • The development of action plans
  • Intervening webinar and conference call support

Together, these components make up a highly interactive and effective development system challenging the participants to evolve, create a personal roadmap for change, and increase their skill levels while enjoying the learning environment.



HOW TO APPLY
Download the application. (.PDF)

Application deadline
Aug. 13, 2010


Download .PDF of this page

Due to the limited number of class participants, admission to LDI is by invitation only. Interested members must complete an application form in order to be considered for the course. Based on the information provided, applications will be reviewed and a limited number of applicants will be accepted into the 2010-11 program. A class participant must be a TSCPA member in good standing and be at a point in his or her career where leadership training can make a profound difference in advancement in his or her organization.
Download the application. (.PDF) Please send completed applications before Aug. 13, 2010 to Steve Jones (fax 972-687-8625 or e-mail to sjones@tscpa.net). 



CURRICULUM

Late August 2010
Begin Assessments

September 8, 2010
2 Hour Webcast

  • Review of managerial leadership and limited personality assessments, interpretations and ramifications.

September 24 and 25, 2010 (Friday and Saturday)
in Austin

Class meeting
Leadership Behavior, Readiness and Management:

  • Identify the fundamentals of leadership
  • Identify indicators for each of the four leadership styles
  • Determine which leadership style a leader is using for a particular task
  • Determine the readiness level of a follower, or group of followers, for a specific task
  • Identify which leadership style to use with a follower
  • Identify the steps in the developmental cycle
  • Determine the appropriate leader action for developing a leader
  • Leader as Coach to learn to apply Situational Leadership® Model

October 7, 2010
Group conference call

  • Group discussion and review of experiences in applying management techniques
  • Answering questions about leadership behavior, readiness, management and previous assessments

October 22 and 23, 2010 (Friday and Saturday)
in Dallas

Class meeting
Strategy and Business Fundamentals:

  • The professional landscape
  • Drivers impacting change
  • Strategic planning and goal setting
  • Understanding yourself and your personal goals
  • Business models
  • Change enablers
  • Developing the necessary standard operating procedures to strengthen the foundation of your organization
  • Structuring your organization for success
  • Managing, motivating, and developing people
  • Creating a desirable workplace environment and culture
  • Reversing the Upside-Down Pyramid
  • Implementing accountability and pay for performance

December 3, 2010
2 Hour Webcast

  • Update on strategy and business fundamentals (Culture, Career Pathing, and Coaching)

January 7 and 8, 2011 (Friday and Saturday)
in Houston

Class meeting
Management, Communication, and Advisory Focus:

  • Dealing with the need to constantly deliver more with less
  • Technology is changing the minimum standards
  • Ideas that have outlived their time
  • Unconventional wisdom
  • Organizational leadership (building teams and relationships)
  • Emotional intelligence
  • Communication skills
  • Communication differences between men and women
  • Everyday creativity
  • Becoming an advisor and improving facilitation skills
  • Moving back and forth between expert to advisory roles



THE LDI FACULTY

Bill Reeb
(Left to right) LDI faculty are Bill Reeb, CPA, CITP; Dominic Cingoranelli, CPA, CMC, and Michaelle Cameron, Ph.D., MBA

Bill Reeb, CPA, CITP
Co-Founder and CEO, The Succession Institute, LLC

Bill has been consulting for three decades to all sizes of businesses, from Mom-and-Pop operations to Fortune 100 companies, primarily in the areas of organization, automation, and revenue generation. He decided to add the credentials of CPA behind his advisory work and became a CPA in 1986.

Prior to his life as a CPA, Bill worked for IBM in sales in the late 1970s. As an entrepreneur, he has founded eight small businesses in the retail, software development, and service sectors, including the consulting firm, The Succession Institute, LLC.

As an award-winning public speaker, Bill lectures throughout the U.S. and Canada to thousands of executives and CPAs each year. He is internationally published, with around 200 columns and articles on a variety of management topics to his credit. Besides being published by various magazines, journals and newspapers, his book on Succession, Securing the Future: Taking Succession to the Next Level, was published by the AICPA in February of 2010, the second book in a series following his original book Securing the Future: Succession Planning Basics. Bill has also written the fourth edition of his consulting book called Becoming a Trusted Advisor, to be published in August of 2010 by the AICPA.

Dominic Cingoranelli, CPA, CMC
Co-Founder and Executive Vice President, Consulting Services, The Succession Institute, LLC

Dom conducts management consulting, training, and development for manager, as well as professionals and technical specialists through his work in organization development. He earned his MBA with honors from Regis University, and is a Certified Management Consultant. His professional involvement includes memberships in the American Institute of Certified Public Accountants (AICPA), Institute of Management Consultants and the Colorado Society of CPAs (CSCPA). As a volunteer, Dom is past chair of the Consulting Services Executive Committee and has served on other consulting-related committees of the AICPA and the CSCPAs.

Dom has provided consulting assistance on projects for Ford, General Motors, Daimler Chrysler, Detroit Medical Center, Siemens, Bechtel, CH2MHill, state highway departments, trade and professional associations, and CPA firms throughout the U.S. and Canada. He also speaks and writes frequently on consulting and management issues. In addition, Dom has over 30 years in owning his own CPA practice, which he recently sold.

A representative sample of types of consulting engagements include:

  • Facilitation of group problem solving and decision-making processes
  • Assistance with strategy development and facilitation of strategic planning and implementation meetings
  • Executive coaching
  • Executive team building
  • Organizational structuring assistance
  • Succession planning and management assistance
  • Partnering facilitation on complex construction projects and programs
  • Facilitation of interpersonal and intergroup conflict management interventions

Michaelle Cameron, Ph.D., MBA
Co-Founder and Executive Vice President, Assessments and Learning, The Succession Institute, LLC.

Michaelle specializes in marketing research, online course development, and 360 leadership assessments. She has been the internal project leader in developing numerous online surveys for the AICPA, several state CPA societies, and client surveys. Michaelle also consults with firms in the areas of marketing planning and practice development.

With her varied educational background, Michaelle brings diverse perspectives to her work utilizing her Ph.D. in marketing from the University of Texas at Arlington, an MBA in accounting from the University of Texas at Austin and a BA in psychology from Youngstown State University.

Besides her work as a professor and as a consultant, Michaelle has co-founded three businesses in retail, software and consulting industries. Her work as an entrepreneur has given her an important grounding between theory and implementation of ideas in the workplace. As the chair of marketing at St. Edwards University, she designed both the graduate and undergraduate marketing curriculum, measured and managed learning outcomes and assessments, created numerous online courses, as well as hired and trained faculty for the department.

As an award winning author, Michaelle has published numerous scholarly articles as well as practitioner articles in the Journal of Accountancy and Today’s CPA. She has won awards for both her scholarly and practitioner-oriented writing.



INVESTMENT

An investment in LDI includes:

  • Tuition – $1,250
  • Transportation – To Austin, Dallas and Houston
  • Lodging – One night in Austin, one night in Dallas and one night in Houston
  • Time Off – On the following days, a participant will be out of the office to attend classes:
    • Friday, September 24, 2010 *
    • Friday, October 22, 2010 *
    • Friday, January 7, 2011*
    * Class continues on the following Saturday.


CLASS DATES AND TIMES
Friday, September 24
12 noon
Lunch
1 p.m. – 5 p.m.
Class
6 p.m.
Dinner

Saturday, September 25
7:30 a.m.
Breakfast
8 a.m. – 12 p.m.
Class
12 noon – 1 p.m.
Lunch
1 p.m. – 5 p.m.
Class

Friday, October 22
12 noon
Lunch
1 p.m. – 5 p.m.
Class
6 p.m.
Dinner

Saturday, October 23
7:30 a.m.
Breakfast
8 a.m. – 12 noon
Class
12 noon – 1 p.m.
Lunch
1 p.m. – 5 p.m.
Class

Friday, January 7
12 noon – 1 p.m.
Lunch
1 p.m. – 5 p.m.
Class

Saturday, January 8
7:30 a.m.
Breakfast
8 a.m. – 12 noon
Class
12 noon – 1 p.m.
Lunch
1 p.m. – 5 p.m.
Class

QUESTIONS

LDI questions can be answered by:

Steve Jones
800- 428-0272, extension 225
972-687-8525
Please send completed applications before Aug. 13, 2010 to Steve Jones (fax 972-687-8625 or e-mail to sjones@tscpa.net). 
Download .PDF of this page