CPE Catalog & Events
10 Ways to Create Delighted Clients and More Referrals
Monday, May 23 8:00am - 11:36am
Webinar
4.00 Credits
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
2021 Federal Tax Update for Business
Monday, May 23 7:30am - 11:22am
Webinar
4.00 Credits
Major provisions of recently enacted (and newly effective) federal tax legislation Income tax rates and effect of recent legislation Details and impact of federal Covid relief tax legislation, including Employee Retention Credit Net operating losses and excess business losses – The crazy moving target Recent important court cases, regulations, rulings and related developments affecting C and S corporations, partnerships and businesses Income, employment and estate and gift taxes How Congress, Treasury and IRS stirred the pot and added to the pile IRS activity impact on planners and preparers
A Coach Approach to Feedback: How To Have an Action Oriented Conversation
Monday, May 23 12:00pm - 1:41pm
Webinar
2.00 Credits
Feedback
Aligning Budgets to Strategy: The Key to Long-Term Profit
Monday, May 23 7:00am - 9:00am
Webinar
2.00 Credits
The major topics covered in this class include:A Proper Practical Planning Process (P4)The steps to planningThe results of strategic planningExamples of budgets
Balancing Security With Operational Efficiency
Monday, May 23 11:00am - 1:00pm
Webinar
2.00 Credits
Strengthening asset protection measures Ways to enhance efficiency Balancing operational activities
Become Rich Without Selling Your Soul
Monday, May 23 12:00pm - 3:37pm
Webinar
4.00 Credits
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
Cash Management - Day to Day Best Practices
Monday, May 23 10:00am - 12:00pm
Webinar
2.00 Credits
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Cash Management Essentials
Monday, May 23 10:00am - 11:01am
Webinar
1.00 Credits
Why building trust is essential How trusting relationships makes us more effective Steps to build trust The surprising backgrounds of CFOs Non-technical skills you need to be a CFO How to improve your skills every day How to gain better control over cash flow Techniques to project sort terms cash flows Techniques for projecting cash beyond the next quarter Recent trends in financial management Insights from the COVID crisis Skills you’ll need for tomorrow
Cash Management Skills: Strategies for Long-Term Success
Monday, May 23 7:00am - 9:00am
Webinar
2.00 Credits
Understand how much cash your organization will need Where will you get cash? Set cash management policy Prevent cash management surprises
Collaborative Communications: Working with Diverse Styles
Monday, May 23 9:00am - 11:08am
Webinar
2.50 Credits
Communications
Communicating with Generation Z in the Workplace
Monday, May 23 9:00am - 10:06am
Webinar
1.00 Credits
generational communication generational management generations communication leadership management
Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1
Monday, May 23 8:00am - 11:43am
Webinar
4.00 Credits
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2
Monday, May 23 12:00pm - 3:43pm
Webinar
4.00 Credits
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
Controller Series: Beginning the Leadership Journey
Monday, May 23 8:00am - 9:00am
Webinar
1.00 Credits
Differences in Skill Sets, Mindsets, and Behaviors The Leadership Journey Getting the Right Work Done Successful Delegation Next Steps and Recommendations
Controller Series: Communicating for Connections with Coworkers, Customers, and Stakeholders
Monday, May 23 8:00am - 9:00am
Webinar
1.00 Credits
What are the three types of misconceptions of communication? What are the different types of personality styles in the workplace? Recognize how to communicate with the different types of personality styles effectively Key takeaways
Cost and Pricing Models: Creating an Effective Tool
Monday, May 23 12:00pm - 2:00pm
Webinar
2.00 Credits
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit
COVID-19 and Workers Compensation What You Need to Know as it Pertains to the Construction Industry
Monday, May 23 2:00pm - 2:51pm
Webinar
1.00 Credits
Recordability, Experience Modification Rate (EMR), and Insurance Costs Legal Considerations Financial Considerations
Crucial Tax Topics - Terrific Tax Planning Ideas - Qualified Plans, IRAs, and Related Issues
Monday, May 23 12:00pm - 2:00pm
Webinar
2.00 Credits
Roth conversion strategies – When and how much Understanding the changes made by the SECURE Act corelate with changes in the tax law Using trusts as a beneficiary of an IRA Rollover strategies Federal Estate Tax issues in a changing tax environment Post-Mortem opportunities Spousal issues (including QTIP issues) Proper beneficiary planning ideas
Developing an Alternative Workforce Resource
Monday, May 23 10:00am - 12:00pm
Webinar
2.00 Credits
Gig economy Transactional approach Strategic approach
Dynamic Communication: Business and Workplace Communication Essentials
Monday, May 23 1:00pm - 2:07pm
Webinar
1.00 Credits
communication written communication verbal communication decision making