8:00 AM - 4:00 PM Central
Objectives:
After attending this subscription, you will be able to...
Recognize four primary personality styles, including relative strengths and weaknesses
Identify what traits you and others demonstrate
List factors to consider to more effectively communicate and otherwise interact with others
Recall best practices for modifying personal behaviors in appropriate circumstances to result in better situational outcomes with others
Identify the importance of continuously marketing to retain existing clients
Recognize best practices for developing opportunities to engage with prospective clients
Recall what differentiates your firm and its services from the competition in a way that is easily communicated and understood
Instructor:
Jennifer F. Louis, CPA
Fields of Study:
Personal Development
Major Topics:
The major topics that will be covered in this course include:
Course 1: Audit 501: Personality Styles - Improving Your Interactions
CPE: 2
Description: Personality Styles provides guidance for effectively adapting to various personality styles. Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract the traits of others.
Course 2: Audit 502: The Art of Discipline and Getting Things Done
CPE: 2
Description: The Art of Discipline and Getting Things Done provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner.
Course 3: Audit 503: Management - Being a Balanced Leader-Manager
CPE: 2
Description: Management Skills - Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm. Short-term profitability and long-term viability are important objectives of any successful organization.
Course 4: Audit 504: Making Rain - Success with Clients and Prospects
CPE: 2
Description: Making Rain - Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way. It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects.
| 1/2/2025 |    |
