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Organization, Outlook and Time Management (4152654C)
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"Even the most organized person can become sidetracked during the crush of daily activity. Learn how to prevent information overload, get organized and stay on track even during your busiest times of the year by effectively organizing and managing your time using Microsoft Outlook and appropriate task delegation techniques. Take control of your job and improve your performance and that of your team members. "

10/29/2015
When: 10/29/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Marci A. Flanery
Contact: April Deneault
801-834-6634


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Even the most organized person can become sidetracked during the crush of daily activity. Learn how to prevent information overload, get organized and stay on track even during your busiest times of the year  by effectively organizing and managing your time using Microsoft Outlook and appropriate task delegation techniques. Take control of your job and improve your performance and that of your team members.


Objectives:


Recognize how to better manage your and your staff's time.
Identify and use simple method to organize your work.
Determine how to best set priorities.
Recognize Outlook features that track assignments and meet deadlines.
Identify how to improve communication with clients, supervisors and staff.
Recall different delegation techniques and how and when to use each one.


      
   

Major Subjects:



    Organizational systems for CPAs
    Progress toward priorities
    Speed up and improve business writing
    Using MS Outlook in the workplace
    Email do's and don'ts
    Seven steps of effective delegation
   

           

Designed For:

Professionals who want to develop their organizational skills and mange their time more efficiently.

Prerequisite:   None

Advanced Prep:  None

Speaker: Marci A. Flanery

Vendor: CalCPA

Field of Study:  Management   

Level:  Overview

CPE Credit: 8 Hours

Acronym:   OOIM

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Marci became a CPA in 1984 and worked in the Kansas City and Seattle Offices of Arthur Andersen & Co.  After teaching accounting for 8 years at the University of Kansas, Marci moved to Nashville, TN to earn her PhD in Cognitive Psychology from Vanderbilt University. After graduate school, Marci completed her post-doctoral work in the Neuroimaging of Memory and Cognition at Johns Hopkins University before moving to California and returning to the practice of public accounting.  Before starting her own tax practice, Marci worked in the San Francisco office of one of the city's premier tax firms specializing in the taxation of registered domestic partners (RDPs). During this time, Marci was responsible for tax planning and tax return preparation for hundreds of California RDP and Same-Sex Married couples. Marci has written a Guide to RDP Taxation and teaches for the Washington and California State Society of CPAs on this topic.

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