Archives: Courses

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 …

Leading Effective Meetings for CPAs 2024 – On Demand Webinar Read More »

Course Description 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 …

Improving Writing Skills for CPAs 2024 – On Demand Webinar Read More »

Course Description 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 …

An Introduction to Agile Project Management 2024 – On Demand Webinar Read More »

Course Description 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 …

Improving Work Processes using Agile Kanban 2024 – On Demand Webinar Read More »

Course Description 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 …

Improving Work Flow Using Agile Lean 2024 – On Demand Webinar Read More »

Course Description 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 webinar will describe the …

Improving Teamwork Using Agile Scrum Project Management 2024 – On Demand Webinar Read More »

Course Description 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 …

Improving Code and Reducing Risk Using Agile XP 2024 – On Demand Webinar Read More »

Course Description Communication is a crucial skill for all CPAs. Practitioners must be able to actively communicate with both the people they work around, as well as their clients. A key component to communication is being able to effectively listen to others while leading and working as a team. Effective Listening Styles for CPAs is …

Effective Listening Styles for CPAs 2024 – On Demand Webinar Read More »

Course Description 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 …

What is Agile and Why Use it? 2024 – On Demand Webinar Read More »

Course Description 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 …

Duties When Managing a Project 2024 – On Demand Webinar Read More »