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OSCPA Leadership Academy - Leadership Excellence Advancing Professionals (LEAP) (2 days) [NT]

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OSCPA Center - Upper Level

10206 SW Laurel St
Beaverton, OR 97005

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16.0 Credits

Member Price $739.00

Overview

Take the leap with the OSCPA Leadership Academy - Leadership Excellence Advancing Professionalsā„¢ (LEAPā„¢)!

In todayā€™s competitive landscape, high-quality leadership development is more crucial than ever for professional success. Our exclusive two-day program is designed to help rising star CPAs elevate their careers to new heights. With a solid foundation of technical expertise already in place, this is the perfect opportunity to refine and expand your management and leadership skills. Join us to take the next step in your journey and unlock your full potential.

The OSCPA Leadership Academy is designed to be skills-based and development focused for the next generation of CPAs.

Registration Deadline is Wednesday, September 25, 2024.

Attention LEAPā„¢ alumni: As this is not the same program as in 2023, consider attending this year to continue your growth and leadership development.

LEAPā„¢ is developed by the Leadership Development Strategic Committee specifically for OSCPA Members.*

Hotel Accommodations: Coming from out of town? Check out OSCPA's Discounts & Services for Individuals page and use OSCPA's corporate rate with our preferred hotel partners!

Participation is limited to 20 OSCPA members* and initial registration per employer is limited to three rising stars. To place additional professionals on the wait list, contact Megan Drennen at 503-597-5475 or 800-255-1470, ext. 110.

*Not a member? Join today!

Highlights

  • Strengths Based Leadership
  • Crucial ConversationsĀ®
  • Standing Out in a Crowd: How to Boost Your Personal Brand

Designed For

OSCPA members with 3 to 10 years of experience.

Objectives

You will develop your leadership skills and build confidence to take the next step in your career.

Preparation

 

Notice

ā€œAdding to Calendarā€ does not register you for this event. Please either register online by clicking ā€œAdd to Cartā€ or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 4. Thank you!

October 28, 2024

General Session

- Welcome & Opening Remarks

This session is available to registrants only.

General Session

- Strengths Based LeadershipĀ®

Joseph Rugger, Accounting Director, Tooth & Coin

Joseph Rugger

Joseph Rugger, CPA, CGMA serves as the accounting director, profit consultant and advisory CFO for the Tooth & Coin team. He also heads upĀ the Wealth Management Practice as an Investment Advisor Representative for Dentist Advisors.Ā 

Prior to his time with ToothĀ & Coin, Joseph served as Director of Finance and Administration for a Medical Provider out of Northeast Arkansas. Joseph acts as a discussion leader in the CPA Profession and has spoken at numerous organizations talking on the topic of personal finance, time management, negotiation, and leadership. Joseph hosted a weekly radio show in Little Rock on KABF 88.3 FM called ā€œGet in the Financial Know with Joeā€ for 2 years.

Joseph is a graduate of Lyon College in Batesville, Arkansas. While at Lyon, he completed majors in Accounting, Economics and Finance. He was a 4-year letterman for the Lyon College Scotsā€™ baseball team and was named a Tran-South Conference Scholar Athlete. He completed a masterā€™s degree in Professional Accountancy at Indiana Universityā€™s Kelley School of Business in Indianapolis.

Joseph is currently serving as the Chair of the Board of Directors for the Arkansas Society of CPAs. He served as the chair of the Emerging CPAs Committee for the State of Arkansas from 2014-2015. He was named the 2011 Outstanding Emerging CPA by the Arkansas Society of CPAs, and the 2013 Lyon College Patterson Decade Award Winner. He served a 3-year term as a member of the AICPAā€™s Young Members Leadership Committee, and on the Lyon College Board of Trustees.

In 2020 Joseph was named the recipient of the American Institute of CPAs (AICPA)ā€˜s 2020 Outstanding Young CPA Award, Joseph is proud to be recognized for his contributions. This selective, national award goes to a one CPA under 41 each year, selected for their commitment to the profession and leadership of other young CPAs.

Joseph is an avid traveler. In his lifetime, heā€™s visited 27 countries and all 50 states so far. While travelling, he enjoys visiting national parks (48 visited), Major League Baseball stadiums (21 visited), and Presidential libraries (9 visited) and counting. He and his wife Brittany currently reside in Corinth, Texas.

(9/12/22)

One common theme youā€™ve likely heard in your career is to ā€œwork on your weaknesses.ā€ What if, instead of working on our weaknesses, we instead, decide to focus on our strengths? In the second session geared towards our uniqueness and personality as leaders we will dive deep into Tom Rathā€™s ā€œStrengths Based Leadershipā€ Bestselling Book. Participants will take a self assessment before the program. Once we identify our own strengths we can supplement our weaknesses with other team members.

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Crucial ConversationsĀ®

Donna Salter, Owner, Catalyst Leadership LLC

Donna Salter

Utilizing extensive knowledge of success-skills based content, Donna Salter is trained to deliver concepts and principles of FranklinCovey's 7 Habits of Highly Effective People and certified to deliver Crucial Conversations and Influencer by VitalSmarts.

Donna enjoyed 35 years as the director of professional development for several CPA societies and most recently directed the operation of the AICPA's Leadership Academy and young member initiatives.

Donna earned a B.S. degree, with honors, from the University of Mount Olive in North Carolina, with a double major in Management and Organizational Development. She also received a minor in Human Resource Management.

Donna is the founder of a consulting and coaching business, Catalyst Leadership, and a senior facilitator and consultant for the Business Learning Institute through the AICPA.

(8/8/23)

When stakes are high, opinions vary, and emotions run strong, casual conversations become crucial. Whether itā€™s a problem with poor quality, employee challenges, declining customer satisfaction, or a strained relationship, if you canā€™t talk honestly you can expect poor results. This workshop will provide skills for creating alignment and agreement by fostering open dialogue around high-stakes, emotional, or risky topicsā€”at all levels of the organization.

This session is available to registrants only.

General Session

- Lunch Break

This session is available to registrants only.

General Session

- Crucial ConversationsĀ® - continued

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Crucial ConversationsĀ® - continued

This session is available to registrants only.

General Session

- Adjournment until Tuesday

This session is available to registrants only.

October 29, 2024

General Session

- Crucial ConversationsĀ® - continued

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Crucial ConversationsĀ® - continued

This session is available to registrants only.

General Session

- Lunch Break

This session is available to registrants only.

General Session

- Crucial ConversationsĀ® - continued

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Standing Out in a Crowd: How to Boost Your Personal Brand

Donna Salter, Owner, Catalyst Leadership LLC

Donna Salter

Utilizing extensive knowledge of success-skills based content, Donna Salter is trained to deliver concepts and principles of FranklinCovey's 7 Habits of Highly Effective People and certified to deliver Crucial Conversations and Influencer by VitalSmarts.

Donna enjoyed 35 years as the director of professional development for several CPA societies and most recently directed the operation of the AICPA's Leadership Academy and young member initiatives.

Donna earned a B.S. degree, with honors, from the University of Mount Olive in North Carolina, with a double major in Management and Organizational Development. She also received a minor in Human Resource Management.

Donna is the founder of a consulting and coaching business, Catalyst Leadership, and a senior facilitator and consultant for the Business Learning Institute through the AICPA.

(8/8/23)

Your personal brand is the story that is told about you when you are not in the room. Similar to branding being a crucial part of a firmā€™s marketing strategy, personal branding is essential for individuals. The goal is to help you get better results by building your image. The session contains numerous guidelines as suggested by branding gurus as well as plenty of examples. Discover exactly how to define, design and bring to life a powerful personal brand.

This session is available to registrants only.

General Session

- Wrap-up, Insights, Recognition and Next Steps

This session is available to registrants only.

Member Price $739.00

Please call us at 503-641-7200 to register for this event.