• Home
  • The Accounting Leader Program - Workshop
Grow professionally
with the CA advantage

The Accounting Leader Program - Workshop

This activity is presented by High Heel Consulting. 

Relationship Based techniques and tools understanding a High-Performance environment. 

A direct focus on increasing staff confidence and building efficiencies into their operating rhythm with a view to increase their Return on Investment with Growth in client numbers and satisfaction being the end goal.
Content Description:
In the first series, Business Development and Deepening Client Relationships, participants learn and practise the fundamentals of relationship management in a way that is tailored to their company, industry and target markets. 

The program ensures your people focus on building a relationship of trust with clients in a way that maximises business results and client advocacy

Advocacy leads to higher client engagement and increased staff confidence & culture/engagement.

ROI grows with increased staff knowledge and confidence from clients.

Key areas of focus for each module:
  • Prospecting & Qualifying a Lead
  • Setting an Agenda & Making the Appointment (The Right Way)
  • Communication and Building Trust
  • Self-Awareness / Influencing Others
  • Questioning Skills (Uncover Needs and Build Urgency) & Recognising a Buying Signal
  • Proposals and Pitches
  • Handling Objections
  • Closing Skills
  • Delivery: Implementation and Service Basics
  • Embedding This Into Your Week - Role Plays

Then in the second series, Leadership Development, we focus on how defining your personal brand is critical – learn how to take control and communicate this confidently.

Personal branding is essentially what you are known for and what people seek you out for. If you are the “go-to” person for accounting, then your personal brand is all about accounting, even if that is not your job.

An effective personal branding strategy provides professionals the platform, opportunity and edge to establish credibility, inspire, and succeed in their niche. While that’s summed up nicely in a sentence, it takes planning and consistent action to execute and build an accomplished personal brand.

What does a best personal brand really look like?
  • Be memorable (In the right way). We will look at people that have it right and those it has gone very badly and why.
  • Personal Branding and Communication 
  • Power and Influencing Others
  • Achievement, Self Confidence and Increasing your Resilience 
  • Self-Management, Planning and Driving your Professional Development
  • Building a team, taking your team to the next level 
  • Exploring Leadership Styles - Which one are you? How effective are you?
  • Performance Managing your staff - Tips, Trips and Traps
  • Effective Networking & Connecting - Which is your value proposition to showcase your style 
  • Mentoring, Coaching and Sponsors how do they work? Who do you choose and how do you find them to support your growth mind-set

And then in the final series, the Manager Masterclass, you will explore in depth some key aspects of being a leader in the accounting and finance settings.

This series will be split into four modules as follows:
  • Building and managing your perfect team
  • Enhancing your career and executive presentation
  • Consulting, creating a team of trusted advisors
  • Strategy & leadership, creating elite performance

Each will take key management and leadership themes and explore in depth

Learning Outcomes:

Business Development
  • Upon satisfactory completion of this activity you will be able to:
  • Embed a number of simple steps, processes and checklists into your day to day. 
  • Prospect for and qualify a lead.
  • Build a pipeline of clients for new business opportunities.
  • Ask for the business.
  • Arrange a meeting with a potential new lead.
  • Book an appointment with an outcome in mind.
  • Build trust and engage with clients for a win/win.
  • Understand your natural communication style and how it effects your percentage of conversion.
  • Probe a prospective or existing client for information.
  • Understand what a buying signal is and how to identify them.
  • Write a proposal.
  • Pitch for new business.
  • Handle objections and convert them into business.
  • Close a sale and move to a potential long-term relationship.

Leadership Development
Upon satisfactory completion of this activity you will be able to:
  • Confidently present yourself professionally
  • Represent an authentic personal brand no matter who the audience.
  • Establish credibility.
  • Inspire and succeed in your field of expertise.
  • Understand the way communication affects your brand and how to play to your strengths 
  • Navigate how to leave a lasting impression – the right way.
  • Be courageous with networking.

Manager Masterclass
Learn to lead your team in the following Business Development and Client Relationship activities:
  • Embed a number of simple steps, processes and checklists into the team’s  day to day. 
  • Create a framework for engaging, building trust, creating win / win situations and ensuring every meeting has value
  • Teach your team how to Build a pipeline of clients for new business opportunities and to successfully convert that to revenue
  • Understand your natural communication style and learn to identify your team’s and how it effects your percentage of conversion.
  • Enhance you and your teams understanding of and ability to identify buying signals, handle objections, build demand and close a sale and move to a potential long-term relationship.

Enhance your capabilities in each of the following and be positioned to pass these insights onto your team:
  • Build effective teams and create the culture aligned with your strategic goals
  • Plan strategically and tactically, be the leader in every aspect of your team and business
  • Be prepared and acquitted to have difficult conversations with your team, colleagues, superiors and clients

The program ensures you focus on building a relationship of trust with clients in a way that maximises business results and client advocacy in your business.
Business Development & Deepening Client Relationship Series

Session 1:18 September 2019 7:30am - 10:00am
Session 2:25 September 20198:00am - 10:00am
Session 3:16 October 20198:00am - 10:00am
Session 4:23 October 20198:00am - 10:00am
Session 5:6 November 20198:00am - 10:00am
Session 6:13 November 20198:00am - 10:00am
Session 7:4 December 20198:00am - 12:00am
Session 8:6 February 20203:00pm - 7:00pm

Leadership Development Series

Session 1:5 February 2020 8:00am - 10:00am
Session 2:12 February 20208:00am - 10:00am
Session 3:4 March 20208:00am - 10:00am
Session 4:11 March 20208:00am - 10:00am
Session 5:1 April 20208:00am - 10:00am
Session 6:6 May 20203:00pm - 7:00pm

Manager Masterclass Series

Session 1:12 June 20209:00am - 4:00pm
Session 2:19 June 20209:00am - 4:00pm
Session 3:10 July 20209:00am - 4:00pm
Session 4:17 July 20209:00am - 4:00pm
Kristen Raison – Managing Director

Kristen has over 20 years of experience as Senior Executive working across the Private and Public sectors including local and state government. She has a wide range of experience in leading businesses over that period of time to achieve significant leadership uplift, growth in business revenue and team engagement.

Kristen works hands on with businesses in various industries and sectors to review and implement strategic priorities along with designing leadership development training programs for groups or individuals which are tailored to the company needs. These programs range from the C suite to developing new leaders across a broad remit. 

Prior to starting her own business, Kristen led Investment Banking teams in South Australia/NT and NSW. Was the National leader for Staff engagement, People and Culture. She was the National Executive Leader Customer Experience and Service Standards for one of the Big 4. She also sits on and works with various boards. 

Kristen holds a Bachelor of Commerce, Hogan International Psychometric Profiling & 360 Assessments, RG146 Kaplan, Cert IV Workplace Assessment and Training, Adv Dip Leadership Management HR, Graduate – AICD
Level 29
Westpac House
91 King William Street
Adelaide 5000
Course materials and workbook supplied at workshop.


Topic: Future Focused, People & Leadership

Sub-Topic: Leadership, Operational Excellence, Personal Effectiveness, Strategy, Talent Management

Format: Workshop

Proficiency Level: Foundation, Intermediate, Advanced

CPD: 60 hours