The Mentor Plus® CSPM* Program
Certification in Strategic Performance Management

Overview

The Mentor Plus® CSPM designation makes a statement about your commitment to expanding your core competencies. Eligible candidates commit to 3 days initial training plus 2 years attendance at the Mentor Plus® Consulting Accountants' RoundTable. Once that requirement has been met candidates sit for an exam and must submit a number of case studies to demonstrate mastery of the subject matter.

You will find the practitioners who have reached out to achieve this designation are among the most visible in the profession as they are firm believers in the value of the skills they possess. They might even look and sound different from others in the profession due to their excitement in offering these unique services. The Mentor Plus® CSPM designation provides a structured approach to developing the people, service delivery, partnering, mentoring, and rainmaking skills of professionals.

A Mentor Plus® CSPM designee is a uniquely qualified professional who uses his/her knowledge of business performance fundamentals to improve the quality of information for decision makers and reporting bodies.  In addition to mastering a number of tools and methodologies, the designee is also trained in communicating concepts so that they are relevant to business managers. Accountants who seek this designation are driven to provide superior customer service and want to help their clients avoid and plan for potential difficulties, rather than just accurately report on them once they occur.

Summary

We recognize that the Mentor Plus® CSPM program is not right for everyone. In fact, based on typical emphasis of training in the accounting profession, fewer than 10% of firms have recognized the need and value of developing their staff’s “people” skills vs. technical skills as being equal to, or of greater importance, to the future growth and prosperity of the firm. Those firms that commit to the program can truly call themselves trusted advisors to the profession. Likewise, those firms that are in the process of leadership transition (as most are) will find the program provides an ideal platform for identifying, developing, and recognizing their next generation of leaders.

Mentor Plus has a proven track record for helping firms transition from “Compliance to Reliance”; reliance = trusted advisor.  We find the program most successful in firms where the leadership has set the program as a very high priority, is consistent in reinforcing the message to the entire firm, and holds the participants accountable to the process.

The in-house option

Firms with more than 10 professionals seeking the CPSM designation may find greater value in having Mentor Plus provide the training in-house.

The benefits of an  in-house training go beyond saving on travel expenses. The impact on the culture of your firm is priceless.  With more people involved, there is a higher level of peer accountability, momentum, and shared experiences to short cut the learning curve. 

To hear a first-hand account of how this in-house training and certification transformed one of the largest accounting firms in Canada to the tune of over $100 million  in new, advisory related revenue, click here.

For more information on hosting the training in-house contact Meredith McHenry at [email protected].

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Contact Mentor Plus
for a detailed
CSPM Brochure

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