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Courses/Accounting & Tax/Skills for Accountants

Inside the Playbook of a Tax Practice Leader

Unlock the secrets of leadership and growth in the accounting world. Learn how to build and scale your practice, inspiring success for teams and clients alike.

Created byAdam Mendlerworkspace_premium
4.9
(264 reviews)
BeginnerUpdated Dec 5, 2025
Inside the Playbook of a Tax Practice Leader

What You'll Learn

check_circleDiscover strategic career navigation.
check_circleLearn how to lead with impact.
check_circleMaster effective team development.
check_circleEmbrace technology in practice growth.
check_circleCultivate an adaptive mindset.
check_circleBuild a resilient tax practice.

About This Course

Step "Inside the Playbook of a Tax Practice Leader" with Adam Mendler and Craig Weaver, a former North America tax practice leader for Baker Tilly. This course offers an unparalleled look into the strategies, mindset, and pivotal decisions that define successful leadership in the accounting field. Craig shares his journey from an aspiring "business guy" to leading a major tax practice, emphasizing key lessons learned and practical wisdom.

Key learning outcomes include:

  • Understanding the foundational aspects of a career in accounting and how to navigate its evolving landscape.
  • Insights into developing a leadership philosophy rooted in collaboration, humility, and empowerment.
  • Strategies for distinguishing oneself and excelling across various firm sizes, from small practices to global powerhouses.
  • Guidance on effective hiring practices, identifying qualities beyond traditional metrics, and fostering diverse, high-performing teams.
  • A deep dive into how to strategically build and scale an accounting practice, including the critical role of mergers, acquisitions, and adapting to industry shifts driven by private equity.
  • The imperative of embracing technology, including AI and SaaS, to drive efficiency and client satisfaction in a rapidly changing environment.
  • Developing resilience and maintaining well-being in demanding roles, like during tax season, by fostering a proactive and opportunity-focused mindset.

This course is designed for accounting professionals at all career stages looking to refine their leadership skills, navigate industry changes, and build a thriving practice. Craig's candid reflections and tangible advice, bolstered by Adam's expert interviewing, provide a roadmap for not just succeeding, but truly leading in the dynamic world of tax and accounting.

Your Instructors

Adam Mendler
Adam Mendler

Motivational & Leadership Speaker

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star1,631 reviews

Adam Mendler is a nationally recognized authority on leadership, renowned for his unique ability to deliver perspective-shifting insights shaped by interviewing more than 500 of America’s most successful leaders. The creator and host of the top-rated business and leadership podcast Thirty Minute Mentors, Adam regularly elicits insights from America's top CEOs, founders, athletes, celebrities, and political and military leaders. A keynote speaker to businesses, universities, and non-profit organizations, Adam has written extensively on business and leadership, having authored more than 70 articles published in major media outlets including Forbes, Inc., and HuffPost. A Los Angeles native and lifelong Angels fan, Adam teaches graduate-level courses on leadership at UCLA, serves on the board of UCLA’s Master of Applied Statistics & Data Science program, is an emeritus member of USC’s Board of Governors, and is an advisor to numerous companies and leaders.

Craig  Weaver
Craig Weaver

Managing Partner of Tax Services, Baker Tilly

As Managing Partner of Tax Services, Weaver leads Baker Tilly’s national tax practice. He develops the strategic growth and direction of the tax practice. He has more than 30 years of experience in taxation and accounting. Weaver was the tax partner-in-charge at Squar Milner before it merged with Baker Tilly. During his 17 years at that firm, he assisted in 16 mergers and initiated the formation of several specialty tax practices. He was instrumental in the 2020 merger of Squar Milner into Baker Tilly.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.9
Student's Choice
264 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.