Manager of Curriculum, Soft Skills and Assurance Job in Bethesda 20814, Georgia Us
Soft Skill Curriculum:
- Conducts needs analysis to identify soft skill training and professional/leadership development needs, as well as knowledge/skills gaps and performance-related issues
- Works closely with the business lines to measure effectiveness of training, assess ROI, and modify programs as needed to enhance value. ROI includes not only standard evaluation techniques, but also methodology such as KirkPatrick models (or similar) to measure before and after programs are created to measure effectiveness on the job.
- Identifies learning objectives based on assessments needs from employee surveys, needs assessments, performance management trends, etc.
- Provides curriculum flow from associate to partner levels for all soft-skill training. (i.e. business development begins with basic networking and relationship building, and results in true ability to sell)
- Develops business cases for recommended learning solutions and presents plan of action to soft skills writer to design programs around these solutions
- Serves as project manager and key driver of curriculum for all national soft skill training programs, from BDO Leadership Institute (BLI) and the New Manager program to sessions within Tax Mega Week and Experienced Associate Training. This includes but is not limited to:
· Collaborating with the soft-skill writer to create pre and post work for training programs
· Partnering with the National TD Director to incorporate projects and “challenges” for participants
· Coordinating with any vendors supporting these programs
· Managing the budget of all related program costs
· Collaborating with Meeting Events Services and the Training Coordinator to forecast programs and budget effectively
· Collaborating with internal providers of content with all training needs, including finance, legal programs, etc.
· Preparing the soft-skill writer to support as needed with the writing and design of related programs
· Considering alumni training programs for those “graduating” from BLI and preparing the soft skill writer to create/manage such training;
· Providing local/regional support to assist with the implementation of BLI on a national scale, (i.e. creation of a library for lunch ’n learn presentations)
- Identifies vendors to deliver and/or instruct certain training programs when internal resources may not exist or be sufficient
- Manages soft skill vendor relationships to maximize program value through needs discussions, review of proposals, contract and budget management, etc. Current vendors include Sherwood, Skillsoft, Covey, Stiff Feld Handy, USC, Huthwaite, etc.
- Ensures programs provided by vendors are personalized to BDO
- Uses appropriate survey methods to evaluate the effectiveness of trainings and make content adjustment recommendations
- Assists in the coordination of nationally sponsored programs or series by distributing e-mails/communications to BDO professionals, monitoring program participation and completion, etc.
Assurance Curriculum:
- Plans curriculum for the Assurance business line
· Collaborates with National Assurance staff to assess technical and soft skill needs
· Partners with National Director of TD and National Assurance business line to prepare the annual assurance curriculum planning meeting agenda
· Creates action plan with deliverables and timing following the curriculum meeting and manages the tasks identified throughout the year
· Managers all national assurance milestones and assists with the supervision of the assurance Training Coordinator
· Collaborates with National Assurance staff to assess online and self study training needs
· Manages budget and forecasts for all National Assurance milestones
Regional Talent Development:
- Partners with Human Resources Directors, Office Business Line Leaders, CPE Advisors and other business line representatives in assigned region(s) to plan local CPE events complying with National offerings
- Conducts needs analysis within assigned offices and works with CPE Advisors to prioritize the training needs
- Informs new hires of BDO CPE and licensing requirements within the states of assigned region(s), including the steps to obtain CPA licensing
- Identifies and/or prepares courses to be delivered in support of identified training needs, as applicable
- Assists in the development, communication and delivery of local/regional CPE course schedules and processes documentation to issue CPE certificates
- Assists in the forecasting for regional attendance at national milestone training programs
- Participates in yearly national planning of courses and represents the identified needs within assigned region
- Provides information/reports needed by the Peer Review Committee and Internal Inspection
- Meets with the Peer Review Committee to discuss procedures/processes related to CPE, license requirements and the professionals of the local office under review
- Coordinates state and national reporting of CPE compliance for regional offices
- Provides supporting reports for Internal Inspection, PCAOB inspection and peer review for offices within assigned region(s)
- Provides support to local professionals regarding questions and requests relating to CPE and licensing needs
- Distributes monthly, quarterly and yearly reports regarding compliance of all professionals within assigned region(s)
- Works with local / regional human resources representatives and Office Business Line Leaders to distribute non-compliance notices and final letters for personnel files, as needed
- Monitors regional compliance with new hire and experienced hire courses
- Works with the firm’s License and Certification Manager to track licenses and certificates for all professionals in assigned region
- Generates CPE reports for all professionals within assigned region(s) during the review period
- Other duties as required
Supervisory Responsibilities:
- Supervises Training Coordinator supporting assurance and soft skill programs
