Course Details
Course

The Art of Being a Manager - Focus on Traits and Skills 1.5 CPE


Course Duration: 1.5 Hours
Course Rating:
Course Enrollments: 469 Enrolled
Mode of Delivery: On-Demand
Course Level: Basic
Study Area: Personal Development

Whether you have held a management position for several years, or are just transitioning to a role which requires you to manage other individuals, you will find that becoming and remaining a good manager is often an Art rather than just a technical skill.

To be a good manager, there are many skills and techniques you must learn to employ. You may have attained your position by displaying your technical skill level. Executing as a manager and leader can require a varied set of skills and personal attributes.

This two part series is designed to help both the new manager and the experienced manager excel in their roles. Part II will cover the concept of generational and cultural considerations for managers.

Prerequisites

No Advanced Preparation or Prerequisites are needed for this course. 

Learning Objective
  • Identify the transitioning to a manager.
  • Recognize and understand the variance between bad managers, good managers and great managers.
  • Discover the goal and Traits of a Good and Great Managers.

Last updated/reviewed: July 16, 2025

(160) Reviews

(101 rating)
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cynthia.reid

Very short course and some of the examples were good this course is not as good as other ethics courses I have taken.

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sharoncking

Lots of new information on big datas role with fraud detection.

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amber.deadrick

I've been using pivot tables for years and still picked up a few helpful hints in this lesson. This is a very useful session for any user.

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jana.connoway

This was an interesting introductory course into powerBI and its uses

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henny.widjaja

In the final exam, question no 2 should be corrected by removing NOT from the question.

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arvydas.tenenis

Ethical issues are sometimes downrated, what is not correct. Great presentation.

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kimberly.martin

I like to read the slide decks in the pdf format. The pdfs for this course were not sufficient to learn the content.

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johnsonluke

Easy and informative course. Most of the information wasnt new but it was a good reminder for me. I would recommend to everyone who has to interact with others.

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lynne.kauffman-shaer

The course provided the pros and cons of pivot tables in a succinct manner. The instructor also provided good tips on how to get the most out of pivot tables.

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todd.ohlen

This course provided a nice overview of safety and ergonomics in the workplace, including many best practices and tips. Several good takeaways that I can easily implement. Supporting materials were also helpful and aligned with the content presented during the course.

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nadia.noor

Helps provide a quick guide to different leadership styles.

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andrea.wagoner

Informative course to make sure leaders are modeling ethical behavior with their teams.

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christine.bernardo

This a very comprehensive training. It would be nice to get a presentation on this training because the reading is just too much. But over all still have a very good examples and important topics are discuss and explained well.

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anthony.ukena

Pretty interesting course on finding shortcuts for organizing data. Found the Data Table section most useful.

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david.wilcox

The objectives of the course were clearly stated and covered.

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justin.goff

I did not know how to do sumifs so this was very helpful. I did know Vlookups but it was interesting knowing the difference between them. I would recommend this course to anyone who doesn't know how to do either.

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george.laning

I liked the fact that the presenter had a good sense of humor and was able to make the accounting course more interesting and enjoyable to listen than it might otherwise have been.

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nicholas.wilhelm

The excitement of the content combined with the enthusiasm and insight of Mr. Wasny make this course, along with those he presents on AI, the most inspiring and motivational I've experienced on this platform.

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showalcd

Virginia ethics course, it's required for CPAs and this format works

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seth.deyo

I believe that there is some audio repetition about half way through. Great course, might just want to take a look at that.

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stephen.leitz

I always enjoy Neil's classes and how he teaches. His storytelling always makes the class fun and engaging. I love how simple the concepts always seem when he breaks things down. Difficult people are tough to deal with and work with, but, we always have the choice to deal with it and control ourselves, or, we let ourselves get affected by the negative emotion. But, the choice is ours.

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roanna.alahakkone

Concise information that's easy to follow and understand.

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michael.peeler

Good ethics overview course with real life examples

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kristi.jense

Good advice and steps to consider. The slides were nicely laid out to use as references in the future.

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ali.hamed

Lynn's courses are always easy to follow with great examples. I appreciated the concept of IC being embeded into the organization for reasons beyond compliance. Thank you, Lynn!

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heidi.zwick

This was a very helpful course, I really enjoyed learning new functions to take advantage of in Excel

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kevin.murray

The course covers a significant amount of material that is often uncommon such as disposal of divisions and going concern treatments. It's well done and interesting.

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randy.leduc

This was a great course to introduce me to features of excel that I have never used to give me a great understanding of how they might be used in practical everyday applications of Excel.

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judy.silverman

Excellent refresher course and reference for future use. Instructor and materials are also excellent.

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mwinncpa85

I especially appreciated the David Foster Wallace commencement speech at the end.

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julie.christman

Liked the course. Questions on specific states laws in the quiz were a bit confusing.

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david.sovanski

This was a good discussion on the audit process and how it works. Explains the process that goes into the auditing of financial statements.

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kelseykozachuk

Very helpful insight about ways to make one on one meetings productive

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laurie.mcmillen

lot of great information but it comes at you very quickly

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allan.morris

Terrific insights and very applicable. I pulled out my notebook for this one.

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brian.johnson_2

Interesting and informative course with relevant information to understand the controllership function. Easy to follow and understand.

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paul.morris

Excellent course on some basics of Strategic Management. Nice intro for newcomers in the workforce who have not grasped the importance of strategic placement in the market.

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angela.schultz

Having 3 different people jumping back and forth caused a lot of confusion and the material seemed to have gaps. Specifically betwen slide 22 & 23. At the beginning of slide 23 she says thank you for all of that insight....what insight? I didn't hear any insight from slide 22 as it seemed they skipped over half of that slide. The presentation was very choppy. I ended up stopping the presentation and just thumbing through the slides to get a passing exam. There are other really great courses on AI within Illumeo to explore

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antoine.nolancarter

I loved the instructor's writing style - great wit/humor.

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robert.bartolacci

Seriously - Donald Trump? You can't keep opinion and woke politics out of even CPE? This is absolutely unacceptable.

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rick.beutel

Very lovely class. I can use this and also apply the principles to helping my kids write.

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ermendoza_12

This course provides some great information. The topics covered are very helpful as well.

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audrey

Good effective course. Great for the transition into management.

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devlynb

Carlann was very clear and concise when giving examples. The course was a good course to take for reducing 1:1 anxiety and giving a better understanding of what to discuss.

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mpaing

Great overview of the new bill. Helpful to understand how these changes will affect individuals and corporations.

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bertha.mujica

This was a great class that gave me some important tips that I hadnt previously considered. Very useful!

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erwin.sou

This was an eye opening experience. I think everyone thinks planning and goal setting is a waste of time. And now I've learned that those people, myself included, have been living in the present by focusing on just getting going on something, with no real clear goal, in mind. I need to set aside some time no matter what and really plan out any goal I set out to accomplish. It's easy to think you will be able to come up with a plan on the way, but that was my naive thinking.

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jeff.cassell

Excellent speaker who is clear, concise, and gave relevant examples that supplemented the course theories.

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ben.wells

This is a good ESG overview. I removed a star because the pace was too slow for me. It's important to watch this on a PC or iPad so that you can watch at 1.5x speed.

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john.hylla

This was a very informative course. high recommended A++++++

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treyrabinek@google.com

Good course! Just the right amount of content, and also challenging. Would recommend this.

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pamela.heflin

This course would be informative for someone right out of college or someone that has been in the workforce for a number of years. It reinforces what is acceptable today and not what was acceptable in time past.

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florian.kertscher

The slides are almost exactly being read out. I think it would be better to be more creative in creating the slides. They did not have that much value for me.

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jennifer.neale

Learned a lot about how payroll requirements differ between states

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leslie.miller

Good course but bad sound quality. Kept hearing rustling sounds

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christine.matthes

This is an excellent course from Lynn Fountain! The real-life scenarios and current event considerations bring life to the topic.

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lawrence.hirsch

Lynn, the generational divide is an important concept to understand when hiring. This class helps me to understand the challenges in how I must lead the different members on my Team. The biggest challenge is in group meetings and in Team building. This course is very helpful. Thank you, Larry

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amy.hayashi

Good to understand basic concepts, like economics textbook.

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debbie.syson_1

Great entry level course. Helped me refresh on the accounting fundamentals.

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andrew.kreher

I am excited about the potential time savings that power query can bring.

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ralph.czarnecki

Good course for the various fraudulent schemes that are appearing everyday in the workplace

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olusegun.aluko

A good course and easy to understand, organizations should focus on continous improvement.

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cindyd

this was very informational. I will recommend this course to my manager as i think it would be good for all staff to take it.

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hong.zhu

The best ethics course that I have taken. Thank you!

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oscar.young_1

If you want a good refresher or overview of ASC 606, this course provides that. If you wanted answers on how COVID impacts the application of ASC 606, this course is good at identifying questions to consider but leave many questions unanswered.

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antoaneta.tasheva

Easy to follow. Relatable content. Clear presentation.

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jennifer.lester

It was well laid out and easy to follow. I was able to understand all the concepts and apply them.

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jamie.westphal

It was very interesting to get perspective from someone who has worked in both external and internal audit. This was a great refresher on what goes into consideration when issuing an audit opinion.

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nataliia.yehorova

An intense and well-presented course for compliance professionals that provide a comprehensive picture of AML as part of Compliance

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kingsley.onyekwelu

Barry Zalma is very dull and boring. He even seems un-interested in the lecture he is giving.

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marcia.fernandes_1

Pitched at the right level for being able to implement OD in the workplace across different levels.

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ethill

I found this second module to be more instructive/informational than the first with more actionable information.

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steven.whitehead

This was a good refresher course on financial statement basics.

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micheal.oconnor

Good review course. This was a solid refresher for something I have been away from for some time.

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julie.strickland

Awesome course! I learned so much about PivotTables, Power Query, Relationships, etc. Very informative - I am looking forward to doing more courses by Mr. Wu.

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qian.zhong

Generally good advices and I hope the course can add more real life examples to support the theoretical system.

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rene.anglo

I liked the comparison and contrast between traits and skills and how some qualities may overlap.

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danielle.dell

The information is spoking in the presentation but not clearly documented so found the test hard to determine

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tracy.fehr

I enjoyed this presentation, it provided a new insight on correcting small (and large) safety issues that are found in most businesses. You also receive guidance on ergonomics, proper lifting, etc., and who can't use that?

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mario.lam

This is a great course. I recently start doing budget forecast for my company. I can see a lot of the similarity between this course and actual real life work. This course definitely help me to improve my understanding and the concept behind my work. I also like the few tricks that Blair shares at the end of the course.

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bridget.alston

Good class overall. There are many complex topics covered in a short period of time, I had to watch a few of the topics several times to grasp concepts.

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dhaval.kadakia

Very good refresher! Must take it every few years. Very good coverage.

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npatel

It would have been helpful to have the slides as a handout. There was a lot of good information covered in this course and it would have been great to have the handouts for future reference.

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s_marie_.vernon

Great course in ethics of the CFO. Employees will only be as good as their management and this course emphasizes how the CFO can set the standard.

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sandy.casiraghi

Good organization of tips. Nice to know I already use many of these, so it's nice to know I've had good mentors. But, there are some I can add. Good presentation, easy to listen to.

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ziqi.jiang

An exceptionally well-thought-out agenda for this session.

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jingyua@google.com

Course materials cover a lot of areas and are very practical. It could be even better if the course is in a video format. I will save the course materials and use them as refer or reference in the future.

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jbeckman

This course helped me strengthen my understanding of IA fundamentals.

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carla.combe

this is a good training for employees that were promoted from individual contributors to manager

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joseph.keane

The class was very informative ...I liked the industry segment Impact review ...the class content was clear and concise and informative

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jim.stanislav

Nice looking/professional presentation and materials.

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jason.fernande

Very Basic Review of google sheets but helpful if new to google sheets. Most items were similar to excel.

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john.keating

The material is useful but the instructor is monotone,which makes it difficult to stay engaged.

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katy.pieper

This course was difficult to follow for those without a background in data analytics. It would be nice to be able to watch the instructor perform the tasks.

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lucy.kusewa

Comprehensive, informative and well delivered course.

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leslie.loudon

Very informative and relate-able. Speaker was great as well.

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lbauman

Blair highlights a number of helpful considerations for the close process.

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kelly.eyster

This course is a great introduction for Macro novices like myself. Notes from this course will serve as valuable reference material as I move on to more Macro classes.

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elizabeth.bakale

Very easy to understand and course provide a great overview with lots of examples. Highly recommend!

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kathleen.rakonick

Further definition of the difference between what is "realistic" vs. what is "attainable" would be helpful. Give examples of where a goal is one but not the other.

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mwong

Overall great webinar. It would be helpful to reduce the number of abbreviations in the slides though.

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sam.lin

This course had enough detail to explain blockchains without getting too complex. He used good analogies to help explain the concepts.

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michael.robertson

The speed of the presenter when talking was way too fast. We were learning about presenting to non financial managers and I could not keep up with the flow of information. Way too fast and way too much.

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kirit.kapadia

Good insight in personalities and leadership. Excellent explanations of human behavior

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niketa.patel

Very informative class on accounts payable and what they exactly do!!

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laj

audio was not the best and made his accent even harder to understand. he was reading a script very poorly and not presenting / chatting with the listener.

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rhonda.woerner

I found this course to be very well presented with clear action items that I am excited to start implementing!

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tonia.mathew

The overlap of information on the slides makes it hard for reference purposes.

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shanna.westland

Very informative. Good ideas and explanations to be a great leader.

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darcie.saunders

This one and the predecessor were both great courses and will be put to use.

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michael.o'malley

Difficult to follow instructor as mutliple screen shots are applied to each slide in the presentation

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christine.edwards

Very insightful and great suggestions for creating a mutually beneficial relationship between leader and subordinates.

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richard.walser_1

Great review. Covered a lot of points to remember and implement as needed.

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declanharte

If I could have given 6 stars, it mightn't have been enough. He provided a very practical roadway to finance excellence. Great enthusiastic and knowledgeable presenter.

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john.sims

Great class, wish you would slow down on showing where some of the functions live.

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gwen.clemings

Good course for insomniacs. Presenter was boring.

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macmeg11

Love how excited instructor was! Made it easy to stay completely engaged.

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tony.ramey

Short albeit good review of T&E expenses.

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george.bilyeu

A bit hard to follow in some places but overall, another very good presentation

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breely.bennett

I like that these are actually recorded webinars and not just reading material.

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saba.kazi

Excellent course for finance professionals.

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ashtonsnyder

Very good course explaining the cultural differences between generations.

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jill.pugh

great suggestions

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simon.adell

A very interesting topic, another one they don't teach you in school.

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glenn.compton

Information was well presented. Length of coursework didn't exceed what was communicated.

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sivavn6

Excellent, great summary

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jeanette.risby-bell_1

Some excellent tips in this course

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lauree.kiely

Enjoyed!

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cheryl.honeycutt

Good information. Would like to have more detail on slides so that can use later when setting up spreadsheets.

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vahe.hovakimian

pretty good course, a little dry for my taste

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alexander.makielski

Nice

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emilee.flaherty

It would be helpful if there were review slides.

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john.thompson

Good

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eric.higashi

great course

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mary.howe

Fair class. Consider revising the final test to not focus on NOT. So many negative questions.

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kevin.barnes

Good introductory course to the topic

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natasha.blackshear

I would like to know what I got right and wrong on the exam.

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megan.miller

There were great reminders and refreshers in this course. I have taken a similar course that was an all day and I learned just as much here.

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jcoleman

I appreciated that the course talked about CPAs in business not just in public accounting.

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peter_choo

.

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alma.canete

Very helpful and insightful; many of these characteristics we take for granted; it was great to see them presented.

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ellyn.groves

This explained clearly and succinctly the basic bones of what SEO is, which is exactly what I was looking for!

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jerry.aversa

Basic tips but useful

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haley.gismondi

Helpful

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nbulanadi

The presentation is very helpful.

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jonathan.hine

Great and insightful course!

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hossam_elsherief

Excellent course

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michael_obrien

Provided a number of ideas that can be quickly and easily implemented.

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diane.marie.olsen

I really enjoyed this course and learned a lot of new Excel tips! The excel worksheets were good to do along with the video. The quiz and final exam were not really related to the course material, but the questions weren't that difficult if you know how Excel works. I really enjoyed this course, and I have already implemented these tips into my daily work.

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cheryl.ferrara

Great tips!

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monique.simpson

Good course. Informative and interesting.

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emily.piras

In my 10 years job experience not all the managers I met had the qualities and behaviours explained in the course.

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james.lackmann

Excellent Course!!

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patrick_fenoughty

covered all the topics in an hour

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alexissmith194

Bullet points - not the entire conversation or presentation - Please!!!!

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radya_cherkaoui

Please match the speaker with the slide transitions and slow down the pace.

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irisguo007

The course is great, however, the video sometimes disconnect in the middle and have to wait and drag to make it work

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mhpradwin

l like learn about this course and subject We will follow full courses for an intense love thank you very much

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sphillips_2

Very basic information. Good information for non-accountants

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donald.carpenter

Great information for someone looking to help their company develop an investment policy and manage the investment process.

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