Level Up Leadership Program - 2025

Explore the foundations of leadership and practice management in the Level Up Leadership Program, a 4-part program designed for practitioners stepping into leadership or starting their own practice.

Featuring expert-led sessions, the program focuses on the practical skills and systems needed to run a successful professional services firm.

In this program, we cover:

• Building Blocks of Your Practice

  • What direction do you want your practice to take?

  • Getting your BAS/Tax Agent registration

  • Setting up your practice

  • Insurance, cyber, automation & tools

  • Getting your Certificate of Public Practice

• Leading a Team

  • Qualities of effective team leaders

  • Setting and communicating goals

  • Being a good coach

  • Managing diversity and inclusion in practice

• Caring for Clients

  • Client engagement process

  • Fees and scoping

  • Managing client expectations

  • Obligations under TASA

  • Client disengagement or departure

• Becoming a Trusted Advisor

  • Personal branding

  • Code of Ethics

  • Having constructive conversations

  • Understanding and adapting to client needs