Management Services

Leadership is a broad term that describes the skill of leading or directing individuals, teams, or a business organization. The practice owner or managing partner serves a critical leadership role for their practice. Individual practitioners may also be required to lead teams. Leadership requires motivating office staff members. Leadership and Motivation is a course that will describe the skills and traits for leading and motivating office staff members within a practice.

Field of Study: Management Services

CPE Hours: 3

Leadership is a broad term that describes the skill of leading or directing individuals, teams, or a business organization. The practice owner or managing partner serves a critical leadership role for their practice. Individual practitioners may also be required to lead teams. Leadership requires motivating office staff members. Leadership and Motivation is a course that will describe the skills and traits for leading and motivating office staff members within a practice.

Field of Study: Management Services

CPE Hours: 3

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.

Field of Study: Management Services

CPE Hours: 2

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.

Field of Study: Management Services

CPE Hours: 2

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.

Field of Study: Management Services

CPE Hours: 2

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

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

CPE Hours: 1

CPAs, by nature, work alongside others in a practice to accomplish the services required by their clients. Just like any other career field, there are times when conflict arises in the workplace that needs to be dealt with in a civil, respectful, and safe manner. Managing Conflict in a Practice is a course that will provide an overview of conflict that can occur within a CPAs practice. This course will identify the issues that lead to conflicts between office team members.  This course will also define techniques that can be used to resolve conflicts. Being able to correctly identify conflict before it arises may present an opportunity to diffuse the conflict altogether. This shows the importance of learning the techniques that will lessen conflict and turn these issues into positives for the practice.

Field of Study: Management Services

CPE Hours: 2

CPAs, by nature, work alongside others in a practice to accomplish the services required by their clients. Just like any other career field, there are times when conflict arises in the workplace that needs to be dealt with in a civil, respectful, and safe manner. Managing Conflict in a Practice is a course that will provide an overview of conflict that can occur within a CPAs practice. This course will identify the issues that lead to conflicts between office team members.  This course will also define techniques that can be used to resolve conflicts. Being able to correctly identify conflict before it arises may present an opportunity to diffuse the conflict altogether. This shows the importance of learning the techniques that will lessen conflict and turn these issues into positives for the practice.

Field of Study: Management Services

CPE Hours: 2

CPAs, by nature, work alongside others in a practice to accomplish the services required by their clients. Just like any other career field, there are times when conflict arises in the workplace that needs to be dealt with in a civil, respectful, and safe manner. Managing Conflict in a Practice is a course that will provide an overview of conflict that can occur within a CPAs practice. This course will identify the issues that lead to conflicts between office team members.  This course will also define techniques that can be used to resolve conflicts. Being able to correctly identify conflict before it arises may present an opportunity to diffuse the conflict altogether. This shows the importance of learning the techniques that will lessen conflict and turn these issues into positives for the practice.

Field of Study: Management Services

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. This course will describe the Project Communications Management Methodology.

Managing Project Communications is a course that will provide an overview of the project communications management knowledge area. This course will describe the purpose of project communications management. This course will also define the inputs, tools and techniques and outputs for all of the processes in this project management knowledge area.

Field of Study: Management Services

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

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 course will define the term agile. This course will describe the four values for agile. This course will list and define the twelve agile principles. This course will identify different agile methodologies. This course will identify why to use agile.

Field of Study: Management Services

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

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 course will define the term agile. This course will describe the four values for agile. This course will list and define the twelve agile principles. This course will identify different agile methodologies. This course will identify why to use agile.

Field of Study: Management Services

CPE Hours: 1