Recording and presentation: Taster sessions for the Managing Partners training programme

She transferred her experience and skillset, in people based professional services firms, to Shakespeare Martineau initially as strategy director and ultimately CFO. In autumn 2020 she moved into a NED role to allow her to combine her ongoing support for the business with her role as an executive and business coach.

Paul Richmond    – Managing Director / Lead Facilitator GRO Group 

Paul trained as a Chartered Accountant at KPMG in their London office and after a decade within the profession chose to move into behavioural development where he has spent the last 25 years focused on developing performance and driving change.

Paul has delivered a wide range of international executive programmes on Leadership, Strategy and Advisory for a wide range of Professional Services firms for staff of all levels including up to Senior Partner level. Paul's clients include: Moore Stephens, Crowe (Clarke Whitehill), DLA Piper and The ICAEW.

Working with senior fee earners, partners, directors and business support teams to drive growth and improve client service across a range of initiatives. Facilitating conferences and delivering keynote sessions to motivate and inspire fee earners from across every different team and discipline. 

See below more details about the Nexia Managing Partners Programme that will be delivered as a hybrid programme starting in September 2022:

Please click here to register for the full training programme. No deposit is needed at this point, we will be in touch nearer the time to request full payment for the programme.

Nexia Managing Partners Programme 2022

Nexia Managing Partners Programme

Who is it for?

It has been designed specifically for you, if you are a Managing Partner of a small or medium sized practice (up to $50m fee income) who wants to take some time away from the day to day challenges of running your business to focus on what you want the future of your firm to look like. It will also suit those of you who are a senior partner aspiring to the role of Managing Partner, or those carrying out a COO role within your firm or already managing a large department or team within a bigger firm.

Ask yourself these questions and see if it sounds like you:

• Do you want to focus on the bigger picture but find that you don’t have enough hours in the day?
• Do you sometimes feel yourself swinging from day to day, making opportunistic decisions instead of having a clear plan of your strategy for growth, what your priorities are and what you should be saying yes and no to?
• Whilst you’re definitely the most present at work, do you often wonder if you’re the most impactful?
• Does your team understand and buy into the strategy and the role they play in delivering that?
• Would having a more effective and efficient team enable you to do more of what is important?
• Are you proud of your culture?
• Would you value spending time with a group of colleagues who operate at your level in similar roles and who could challenge your thinking, help you untangle thoughts, articulate strategy, and develop a plan to turn it into action?

If you’ve answered yes to any of the above this programme will help you and help build a sense of control.

Its not about teaching you concepts and theory but is designed so that you will undertake a key strategic review of your own practice, determine the necessary changes, that you will lead, to execute your strategy and deliver your vision of the future.

The emphasis throughout is on moving forwards, building the momentum you need to lead your business and your people towards the vision you have (all) created. The facilitators can provide advice and share their experiences and are available to answer any questions you may have.

The programme requires your commitment and for those of you who meet the pre-screening criteria, there is as much to complete outside the programme in preparation for each module as there is time in attending.

Every module will provide you with tools to use in your own practice and the interactive and engaging delivery will ensure that your learning is maximized.

Specific Deliverables

At the end of the programme you will:

• Be able to articulate a clear vision and ambition for your firm
• Have designed a strategic plan, with supporting goals and objectives which encompass:
  • Growth
  • People
  • Clients and Markets
  • Operations & Success measures
• Have a clear engagement plan for how you will execute your strategy, how you will get buy in and what support you will need to do this
• Have identified potential challenges and barriers and come up with a plan to overcome these
• Understand what you need to do to get the best out of yourself and become a high performer
• Gained insights from colleagues and facilitators which will help shape your thinking
• Have worked with a programme coach who can assist in delivering these outcomes

Style

Each workshop will require pre reading and plan preparation so that time together is spent in resolving challenges and learning from experiences to maximise learning.

Programme Overview 

The programme spans almost 6 months and includes:

• 1 hour pre programme call with one of our course facilitators
• 1 hour virtual kick – off session
• 3 x 3 hour highly interactive virtual workshops/modules
• One full day face-to-face during the Nexia annual conference in Amsterdam in November
• 2 x 1 hour check in coaching sessions

When will the programme run?

Kick-off will be in September 2022

What is the cost

€3350 Euros

Support and work between sessions

• After each session you will be expected to undertake work which will develop and refine the plans and solutions that you have created. This will set you up for the following module.
• We will use tools and approaches that are proven in practice
• We will make online resources and support tools available
• You will have access to support from programme facilitators to assist your firm in achieving its goals

Pre-programme discovery call

• Overview of your current business: Strategy, People, Financials, Other
• Understanding of your personal aspirations and those for your business
• Identification of your goals, key areas of concern and potential obstacles
• Insight into how you plan to measure your own performance
• What you personally need for your business for this to be successful?

Kick Off       Stepping back and understanding your businesses

• Introduction to programme and each other
• Share expectations
• Getting started – identifying:
  •  Where you are now
  • Where you want to be
  • Challenges and risks you face
  • Understanding how to overcome these
• Overview of common themes/challenges
• Measuring success
• Benchmarking and best practice: Profitability, growth and client service
• Clear drivers – what do we want to achieve?

Post work – Preparing your ‘raw’ Strategic Plan

Module 1      Vision, strategy, objectives and growth

• Check in and debrief pre-work
• Working out your Purpose, Vision, Mission and Values

• Why is execution so hard?
• Growth – organic or acquisition?

• Communication with stakeholders
• Get ready for Module 2

Post-work:    Refine your strategic plan and prepare your communication and execution plans

Module 2      Refining your plan

• Check in and debrief pre-work
• Present your plan and receive feedback and challenge
• Identify your barriers and how you can overcome them
• Refining your plan
• Get ready for Module 3

Post-work:    Refine your strategic plan and identify key milestones in your planning timetable

Module 3      You as a high performing leader

• Check in and debrief pre-work
• Understanding yourself
• What motivates you?
• Who is your sounding board and who holds you to account?
• Building your internal board of directors
• Get ready for Module 4

Post-work:    Complete personal action plan

 Module 4      Clients and Markets

• Check in and debrief prework
• What is your target market?
• Who is your ideal client?
• How do you grow?
• How do you build your brand?
• Get ready for Module 5

Post-work:    Prepare client and markets strategy

Module 5      People

• Check in and debrief prework
• The culture you want v the culture you have
• Developing people strategy and talent management?
• How do you build a high performing team?

Post-work:  Draft People strategy

If you have any questions about the Managing Partners programme that will start in September 2022  please contact Alastair McTavish at alastair.mctavish@nexia.com or Laura Maestro at  laura.maestro@nexia.com

• Please click here to register for the Managing Partners programme
• For more information about Nexia's 2022 Leadership and Professional Development programmes (that were attended by 115 Nexians last year), inculding the new Managing Partners and Aspiring Women Leaders programmes please click here
• To ensure you and all your staff benefit from high-quality complimentary Audit, IFRS and professional skills digital learning and live IFRS webinars please register on www.nexialearning.com  and  click here to download a fantastic short guide to the site to help you get the best from all the learning resources available.