Management Services - Webinar

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency and quality is desired. This webinar will describe the Agile Kanban project management methodology.

Lean is an agile project management methodology for improving processes by eliminating waste. Lean is also used to improve work process and improve efficiencies. This webinar will describe the agile project management approach and compare it to a traditional project management approach. This webinar will describe the four values and twelve agile principles. This webinar will describe important Lean concepts to help a team to improve the way they work.  This webinar will also describe the process for identifying root cause of problems.  Finally, this webinar will identify the three wastes that constrain project workflow.

Field of Study: Management Services - Webinar

CPE Hours: 2

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency and quality is desired. This webinar will describe the Agile Kanban project management methodology.

Lean is an agile project management methodology for improving processes by eliminating waste. Lean is also used to improve work process and improve efficiencies. This webinar will describe the agile project management approach and compare it to a traditional project management approach. This webinar will describe the four values and twelve agile principles. This webinar will describe important Lean concepts to help a team to improve the way they work.  This webinar will also describe the process for identifying root cause of problems.  Finally, this webinar will identify the three wastes that constrain project workflow.

Field of Study: Management Services - Webinar

CPE Hours: 2

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency and quality is desired. This webinar will describe the Agile Kanban project management methodology.

Kanban is an agile method that focuses on process improvement to achieve greater efficiency and improve quality.  This webinar will provide an overview of the project quality management knowledge area.  This webinar will describe the purpose of Kanban and describe why it is used by agile project teams.  This webinar will also define the course principles of Kanban and describe how it would be implemented by project teams.

Field of Study: Management Services - Webinar

CPE Hours: 3.5

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency and quality is desired. This webinar will describe the Agile Kanban project management methodology.

Kanban is an agile method that focuses on process improvement to achieve greater efficiency and improve quality.  This webinar will provide an overview of the project quality management knowledge area.  This webinar will describe the purpose of Kanban and describe why it is used by agile project teams.  This webinar will also define the course principles of Kanban and describe how it would be implemented by project teams.

Field of Study: Management Services - Webinar

CPE Hours: 3.5

The responsibility of a CPAs is to provide professional services for their clients. The majority of these services require the practitioner to produce documents and other written works for a variety of reasons. Improving Writing Skills for CPAs is a webinar that will provide both an overview and guidance for improving writing skills. This webinar will illustrate the problems some practice owners and practitioners have with poor writing and provide suggestions for improving their written communication methods.

Field of Study: Management Services - Webinar

CPE Hours: 1

The responsibility of a CPAs is to provide professional services for their clients. The majority of these services require the practitioner to produce documents and other written works for a variety of reasons. Improving Writing Skills for CPAs is a webinar that will provide both an overview and guidance for improving writing skills. This webinar will illustrate the problems some practice owners and practitioners have with poor writing and provide suggestions for improving their written communication methods.

Field of Study: Management Services - Webinar

CPE Hours: 1

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 webinar that will help CPAs to lead more effective meetings. This webinar will describe the purpose and benefits of using an agenda for all CPAs. This webinar will also describe and benefits of establishing ground rules for meetings and the importance of recording meeting minutes. Finally, this webinar will list the steps for effectively closing a meeting.

Field of Study: Management Services - Webinar

CPE Hours: 1

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 webinar that will help CPAs to lead more effective meetings. This webinar will describe the purpose and benefits of using an agenda for all CPAs. This webinar will also describe and benefits of establishing ground rules for meetings and the importance of recording meeting minutes. Finally, this webinar will list the steps for effectively closing a meeting.

Field of Study: Management Services - Webinar

CPE Hours: 1

Agile is a very hot term that is being used today to describe everything from transforming a business to changing leadership styles. This presentation will define the term agile. This presentation will describe the four values for agile. This presentation will list and define the twelve agile principles. This presentation will identify different agile methodologies. This presentation will identify why to use agile.

Field of Study: Management Services - Webinar

CPE Hours: 1

Agile is a very hot term that is being used today to describe everything from transforming a business to changing leadership styles. This presentation will define the term agile. This presentation will describe the four values for agile. This presentation will list and define the twelve agile principles. This presentation will identify different agile methodologies. This presentation will identify why to use agile.

Field of Study: Management Services - Webinar

CPE Hours: 1