Short-term profitability and long-term viability are important objectives of any successful organization. This module provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm.

Major Topics:

  • Differentiating between managing and leading, while highlighting the importance of each
  • Assessing your own natural management and leadership style
  • Adapting management and leadership styles to the specific circumstances
  • Becoming a catalyst for positive change
  • Overcoming barriers to successfully managing and leading
  • Successfully engaging in difficult conversations to minimize performance issues and conflict


Learning Objectives
  • Discover and describe the difference between short-term management and long-term leadership.
  • Identify and discuss how to strike the right balance between leading individuals and teams towards both short-term and long-term objectives.
  • Explore and explain how to adapt your own natural behaviors to enhance the likelihood of overall success for individuals and teams.
Last updated/reviewed: August 7, 2023

Included In Certifications

This course is included in the following Certification Programs:

13 CoursesAudit Training Certification - Level 4 - Supervisor/Manager

  1. Audit Quality Control - Avoiding Peer Review Deficiencies
  2. Internal Control Deficiencies and Other Matters - Adding Value Through Required Auditor Communications
  3. Auditing Impairment of Long-Lived Assets, Including Goodwill - Identifying and Calculating Impairment Losses
  4. Maximizing Analytic Procedure Evidence - Adding Value Through Useful Financial Statement Analysis
  5. Accounting Estimates, Including Fair Value - Evaluating the Propriety of Areas with Uncertainty
  6. Special Audit Considerations - Comprehending Requirements of Group Audits, Compliance Audits, Using the Work of a Specialist or Others, and More!
  7. The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques
  8. Management Skills - Exhibiting Traits of a Balanced Leader-Manager
  9. Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions
  10. Making Rain - Improving Success with Retaining Clients and Attracting Prospects
  11. General Ethics for Business Professionals
  12. Accounting Update - Hot Topics for Preparing Current Period Financial Statements
  13. Auditing & Attest Update - Hot Topics for Current Period Audits and Other Attest Services
3 Reviews (21 ratings)


Anonymous Author
Great course; ties in with this instructor's other personal development courses, and CPAs could use more soft skills building

Anonymous Author
Great program for new managers and leaders. Excellent resource for any new leadership.

Anonymous Author
It was a very informative, organized, and clear class!

Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course.
Designed For: Accountants with both short-term management and long-term leadership responsibilities.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Learning Objectives for Management Skills0:38
  Overview of Being a Balanced Leader Manager17:29
  Building Trust8:06
  Giving Others Reasons to Follow7:42
  Relation to Natural Personality Tendencies17:26
  Matters to Emphasis as a Team Manager or Leader18:15
  Matters to Emphasis as a Team Manager or Leader Cont'd13:57
  Management Skills - Exhibiting Traits of a Balanced Leader-Manager1:40:49
  Slides: Management Skills - Exhibiting Traits of a Balanced Leader-ManagerPDF
  Management Skills - Exhibiting Traits of a Balanced Leader-Manager Glossary/ IndexPDF