1. Managing Partners Partner-in-Charge Program

2. Course Objectives Through workshops, webinars, and coaching sessions, you will learn to: Identify and develop the skills needed to be an effective Managing Partner/Partner-in- Charge of an office, service line or industry niche; Analyze and evaluate the contributions of products, service partners and staff; Identify participant abilities through upward evaluation; Identify a process to evaluate current and prospective partners; Develop the skills needed to lead your firm; Examine key attributes of a successful firm; Identify how to mentor the next generation

3. Why is this Program Different from Others? We mentor and coach all individuals between sessions in a practical way to help them implement what was learned. Each session will provide participants with key learnings that are to be implemented before the next session. This program is customized with interactive sessions with instructors who have done what the participants do. The virtual coaching is an opportunity to have one-on-one meetings with each of our instructor coaches. The Executive Development Program process will give participants the opportunity to network, talk with people who are doing and have done what they do

4. Who Should Attend? This program has been designed for partners with a firm size of 25 to 150 people or gross billings of $3 million to $20 million in revenues. This program is for: Managing Partners who want to review, contemplate, and seek innovative ways of leading their firms; Partners-in-Charge of an office and Segment Leaders who want to become more effective New Managing Partners who have recently assumed a firm leadership role or who will be transitioning to Managing Partner

5. Outcomes All participants will gain confidence in how they lead their firms Discuss meeting the challenges of leading different generations Discuss working with different types of partners Develop a Plan to building successful firms Earn approximately 36 CPEs for completion of the entire program.

6. Presenters Rex Gatto Ph.D. Tim Michael, CPA Rita KellerJack Suttle, CPA

7. Workshop topics Session One 360˚ Firm Leadership Feedback Report & Key Characteristics of a Managing Partner Governance - Applying Strategy and Execution to Achieve Success A Workplace Transformation - Building on the Power of Diversity Panel Discussion by the presenters to address questions by the participants

8. Coaching Three One Hour Coaching sessions Participants will have the opportunity to discuss with instructors one-on-one their action plan, development and implementation of firm enhancements (partner development)

9. Webinars Four 100 minute webinars (each instructor will present one webinar) Leading the Next Generations of Right Partners Instructor: Rex Gatto Linking Partner Accountability and Compensation Instructor: Tim Michel Learning to be the Head of Your Firm Instructor : Jack Suttle Perfecting Your Relationship Skills (helping CPAs become proficient managers of people) Instructor: Rita Keller

10. Workshop topics Session Two Identifying Your Successor Creating Solutions to Firm Succession Concerns Unmasking the Mystery of Firm Operations Preparing Your Firm for the Future

11. Link to brochure http://rexgatto.com/partner-manager-program

12. Dates Onsite meetings: September 8 and 9, 2011, and June 7 and 8, 2012 Pittsburgh, PA Virtual Coaching To be assigned in October, 2011; January and March, 2012 Webinars: November 16, 2011; February 15, April 11, and May 16, 2012

13. Cost Participant fee is $7,500 for the entire program. A discount of five percent (5%) for two partners from the same firm and a ten percent (10%) discount for three partners from the same firm. Registration Deadline: August 2, 2011 Register on line at http://rexgatto.com/programs/managing- partner- senior-partner-program or call Gatto Associates at 412-344-2277.