FutureTrak
Focused on the Future of CPA Firms

Career Development Programs Designed to Enhance the Management & Leadership Skills of Professional Accountants


“In the “Top Talent Study” conducted by the AICPA, 76% of CPAs said they were interested in being groomed for a senior position.  In a recent PCPS study, 93% of firms did not have a leadership development program; 90% did not have a career professional program; and 89% did not have a partner-in-training program.”

- “Understanding the Best and Brightest,”
Journal of Accountancy, November, 2006.

“Commitment to the professional development of managers and future partners is a defining characteristic of successful CPA firms and one of the leading factors of staff retention. In this competitive environment for talented accounting professionals and future leaders, forward-thinking CPA firms have placed a high priority on investing in their best and brightest.”

- Joseph A. Tarasco, CPA


Accountants Advisory Group’s FutureTrak Institute is a comprehensive program that focuses on developing the professional, interpersonal, managerial, leadership, and organizational skills of the future leaders of CPA firms.

FutureTrak™ Institute programs are designed to enhance the management and leadership skills of your technical professionals.  As a result of our customized training programs and courses, your accounting professionals will be positioned to address the challenges of managing your firm in the future.

FutureTrak™ Institute programs focus on developing and enhancing skills in the following areas:

Leadership and management
Self-improvement and career satisfaction
Coaching, mentoring, communication, and delegation
Practice development and client relations
Time management, planning, and organization
Executive presence and business acumen

Utilizing a combination of techniques specifically designed for the CPA firm environment, FutureTrak™ Institute incorporates the following components:

Individual work-style assessment and one-on-one interviews
Group training sessions and workshops
A combination of practice aids, tools and manuals, and research resources
Professional coaches experienced in the accounting profession     

Additional Training & Coaching available through FutureTrak  Institute

FutureTrak University

Offers customized group training sessions based on a variety of factors, including your firm’s culture, size, and the types of clients you serve.

FutureTrak Advance
Addresses the needs of the seasoned partner or career manager by offering customized, one-on-one coaching in areas such as succession and strategic planning, practice development, and partner relationships.