Management Services
The courses in this category are included in all CPE plans for CPAs. Once you purchase a CPE plan, you can select any course to take for CPE credit. You can also purchase these courses individually.
| Course Name | CPE | Price | Select |
|---|---|---|---|
|
An Introduction to Agile Project Management – 2025 – Self Study Course
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 is desired. Agile project management is a methodology that was developed for complex projects or where project requirements change quickly. As a result, project managers need the agility to react in a timely fashion. This course will describe the agile project management approach and compare it to a traditional project management approach. This course will describe the four values for agile project management. Finally, the twelve agile principles will be described in detail. Field of Study: Management Services CPE Hours: 3 |
3 | 21.95 | Buy |
|
An Introduction to Agile Project Management – 2026 – Self Study Course
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 is desired. Agile project management is a methodology that was developed for complex projects or where project requirements change quickly. As a result, project managers need the agility to react in a timely fashion. This course will describe the agile project management approach and compare it to a traditional project management approach. This course will describe the four values for agile project management. Finally, the twelve agile principles will be described in detail. Field of Study: Management Services CPE Hours: 3 |
3 | $21.95 | Buy |
|
An Introduction to Agile Project Management 2025 – On Demand 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 is desired. Agile project management is a methodology that was developed for complex projects or where project requirements change quickly. As a result, project managers need the agility to react in a timely fashion. This course will describe the agile project management approach and compare it to a traditional project management approach. This course will describe the four values for agile project management. Finally, the twelve agile principles will be described in detail. Field of Study: Management Services CPE Hours: 1 |
1 | 24.99 | Buy |
|
An Introduction to Agile Project Management 2026 – On Demand 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 is desired. Agile project management is a methodology that was developed for complex projects or where project requirements change quickly. As a result, project managers need the agility to react in a timely fashion. This course will describe the agile project management approach and compare it to a traditional project management approach. This course will describe the four values for agile project management. Finally, the twelve agile principles will be described in detail. Field of Study: Management Services CPE Hours: 1 |
1 | 24.99 | Buy |
|
Duties When Managing a Project – 2025 – Self Study Course
CPAs are highly respected individuals who are intelligent in strategic business dealings and other issues. Some services they provide include audits and reviews, consulting services, forensic accounting, financial planning, etc. Each of these services are a specific need for a client that the practitioner must carry out. Due to the nature of these types of services, the project managers or individual practitioners can view each of these tasks as a project. Duties when managing a project is a course that will describe the business and management duties that must be performed by the project manager or the practitioner leading the project. Field of Study: Management Services CPE Hours: 4 |
4 | $23.95 | Buy |
|
Duties When Managing a Project – 2026 – Self Study Course
CPAs are highly respected individuals who are intelligent in strategic business dealings and other issues. Some services they provide include audits and reviews, consulting services, forensic accounting, financial planning, etc. Each of these services are a specific need for a client that the practitioner must carry out. Due to the nature of these types of services, the project managers or individual practitioners can view each of these tasks as a project. Duties when managing a project is a course that will describe the business and management duties that must be performed by the project manager or the practitioner leading the project. Field of Study: Management Services CPE Hours: 4 |
4 | $23.95 | Buy |
|
Duties When Managing a Project 2025 – On Demand Webinar
CPAs are highly respected individuals who are intelligent in strategic business dealings and other issues. Some services they provide include audits and reviews, consulting services, forensic accounting, financial planning, etc. Each of these services are a specific need for a client that the practitioner must carry out. Due to the nature of these types of services, the project managers or individual practitioners can view each of these tasks as a project. Duties When Managing a Project is a webinar that will describe the business and management duties that must be performed by the project manager or the practitioner leading the project. Field of Study: Management Services CPE Hours: 2.5 |
2.5 | 52.99 | Buy |
|
Duties When Managing a Project 2026 – On Demand Webinar
CPAs are highly respected individuals who are intelligent in strategic business dealings and other issues. Some services they provide include audits and reviews, consulting services, forensic accounting, financial planning, etc. Each of these services are a specific need for a client that the practitioner must carry out. Due to the nature of these types of services, the project managers or individual practitioners can view each of these tasks as a project. Duties When Managing a Project is a webinar that will describe the business and management duties that must be performed by the project manager or the practitioner leading the project. Field of Study: Management Services CPE Hours: 2.5 |
2.5 | 52.99 | Buy |
|
Effective Communication Styles for CPAs – 2025 – Self Study Course
Working with clients requires all practitioners to be able to communicate effectively. Effective Communication Styles for CPAs is a training course that will define the various communication styles that are available to CPAs. This course will define the communication process and describe the two parts to every message. This course describes four communication styles. Each communication style will be defined in the following areas: the intention of using it, typical mood when used, nonverbal cues associated with it and verbal cues associated with it. This course includes numerous exercises to apply this information. Field of Study: Management Services CPE Hours: 2 |
2 | $20.95 | Buy |
|
Effective Communication Styles for CPAs – 2026 – Self Study Course
Working with clients requires all practitioners to be able to communicate effectively. Effective Communication Styles for CPAs is a training course that will define the various communication styles that are available to CPAs. This course will define the communication process and describe the two parts to every message. This course describes four communication styles. Each communication style will be defined in the following areas: the intention of using it, typical mood when used, nonverbal cues associated with it and verbal cues associated with it. This course includes numerous exercises to apply this information. Field of Study: Management Services CPE Hours: 2 |
2 | $20.95 | Buy |