Course Individually
Course Description
All practices consist of multiple individuals and groups working towards the success of the organization and their practice. To ensure that all employees are on the same page, meetings are sometimes required. There will be meetings consisting of only practitioners, others with only office members, and still other meetings that includes all employees who participate in the practice. The practice owner or other practitioner will typically lead these group meetings. Leading Effective Meetings for CPAs is a course that will help CPAs to lead more effective meetings. This course will describe the purpose and benefits of using an agenda for all CPAs. This course will also describe and benefits of establishing ground rules for meetings and the importance of recording meeting minutes. Finally, this course will list the steps for effectively closing a meeting.
Learning Objectives
- List the six principles for effective meetings.
- Describe the purpose and benefits of using an agenda for all practice meetings.
- Identify the benefits of establishing meeting ground rules.
- Describe the importance of recording meeting minutes.
- List the steps for closing a meeting.
CPE Credits: 2 CPE for CPAs
Level: Intermediate
Instructional Method: Self-Study
NASBA Field of Study: Management Services
Program Prerequisites: None
Advanced Preparation: None
Revision Date: March 16, 2023
