Earn NASBA-Approved CPE with Collective Energy
Thank you for an incredible CPE season
Available Workshops for Firms, Associations & Teams
Here are the workshops organizations continue to book; each adapted to your industry, audience size, and strategic goals.
What Makes These Workshops Different
Unlike generic leadership training, these workshops are built specifically for technical professionals who:
Excel at their technical work but struggle with the "people side" of leadership
Need practical communication strategies they can use immediately
Want to develop emotional intelligence without the fluff
Are navigating the Double Skills Gap (promoted for expertise, not leadership skills) and working with Gen Z
Core Workshop Topics:
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One hour up to half-day
For professionals who live inside deadlines, deliverables, and client expectations, burnout is not a buzzword; it’s a data pattern.
Participants learn:
The Energy Triangle™ framework
How performance, people, and personal energy break down in technical roles
Practical strategies backed by neuroscience
How to identify stress signals early and prevent burnout before it disrupts deliverables
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1-4 hour options available
Most people think personal brand is loud. In technical fields, it’s the opposite: clarity > charisma.
This workshop helps professionals:
Articulate the value they bring
Build internal and external credibility
Communicate with authority and confidence
Create visibility that supports promotions and client trust (LinkedIn, meetings and networking)
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1–4 hours options
Technical managers don’t need more scripts; they need better mental models for coaching, influence, and conflict. Great leaders don't just give answers; they ask the right questions. This workshop teaches how to use strategic inquiry to build influence, foster psychological safety, and drive engagement.
Participants learn:
Questions that unlock clarity and ownership
Question based meeting agendas
How curiosity builds trust
How to reduce friction and increase alignment
Practical language they can use the same day
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90 min, Half, or Full Day Options
Half-day or full-day interactive sessions using the scientifically-validated EQ-i 2.0 framework. Participants learn the five components of EQ and how they directly impact leadership effectiveness, team dynamics, and decision-making.
Participants learn:
EQ-i 2.0 subscales that matter most for navigating technical careers
How mental load affects burnout, relationships, and advancement
How to build resilience without losing authenticity
Individual assessment and debrief sessions available
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1–2 hours | Leadership & Team Collaboration
This workshop looks like a “generations workshop” on the surface—but it goes far deeper.
Using The Double Skills Gap, we explore the two invisible forces shaping friction inside today’s teams:
Participants learn:
The Double Skills Gap Framework
How two hidden gaps — leadership skills and generational expectations — create friction inside today’s technical teams.Why technical managers struggle when leading people wasn’t part of the job description
A clear explanation of the systemic pressures facing newly promoted leaders—and why misalignment, not incompetence, drives most conflict.How generational communication patterns impact performance and collaboration
What Gen Z, Millennials, Gen X, and Boomers each need to feel clear, supported, and accountable—and how leaders can bridge those differences quickly.Practical communication tools that reduce escalation, conflict, and dependency
Simple, repeatable scripts for expectation-setting, feedback, and coaching that help teams solve problems faster with less friction.How to build trust, clarity, and shared responsibility across mixed-experience teams
Strategies technical leaders can use immediately to create alignment, reduce frustration, and improve cross-generational teamwork.
How It Feels to Work With Me
My workshops stand out because they are:
✓ Highly practical
Technical professionals tune out theory.
My sessions are job-relevant, scenario-based, and immediately applicable.
✓ Edutaining
I have always believed presenting requires Edutainment Energy—learning + laughter + real talk.
People stay engaged because the content feels alive, relevant, and relatable.
✓ Designed for technical minds
Whether CPAs, engineers, or IT leaders, I translate leadership into how they naturally think: patterns, logic, systems, pressure, and time constraints.
✓ Rooted in diagnostic clarity
Every session can integrate:
Energy Triangle™ assessments
EQ-i 2.0 assessments
LEAD Audit insights (what’s working, what’s not, and where leadership systems break) CollectiveEnergy-2024BrandGuide…
✓ Customized for your culture
Industries are different. Firms are different. Leaders are different.
I adapt the design, examples, and flow to your team and needs.
Booking Options
✔ Private Workshops for Your Team
From an hour, half-day or full-day custom sessions delivered onsite or virtually.
✔ Conference Programming
1-hour to 2-hour breakout sessions or keynotes.
✔ Leadership Development Packages
Pair a workshop with assessments, 1:1 coaching, or a follow-up training series.
✔ For Societies & Associations
Sessions meet Learning Program & Standards expectations; prior group-live credits included.
Ready to Bring a Collective Energy Workshop to Your Team?
Let’s design the right session for your leaders.
Schedule a call
Collective Energy (NASBA Sponsor ID: 169494) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Don’t Just Take My Word For it…
