CPA Leadership Institute Webinar Series
September 25, 2014
 

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CPE Entitlement

Participants are entitled to 2 CPE credits. View our CPE credit policy.

Cancel your registration at any time prior to the webinar for a full refund.

All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.

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The Future Tax Practice
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT

A firm's tax practice is critical to its success, yet many are not nearly as profitable as they could be. A dearth of adequate processes, skilled people, proper technology along with too many clients who do not fit the right profile can seriously constrain potential. This session reveals the keys to unlocking a streamlined tax practice that accelerates firm profits and performance.

Presenter, Sandra Wiley, is COO and Senior Consultant with Boomer Consulting, Inc. She assists clients in building teams, managing employee conflict and hiring staff.

 

 

Cost & Registration
To register, select the date by your membership level.


Program Information

Who Should Attend

  • Partners
  • Managers
  • Administrators
  • Human Resources Professionals

Learning Objectives

  • What systems are available for firms to explore
  • How can new policies and processes drive real change
  • Commitment is the key, and wisdom from this webinar is the driver
  • Understanding how client filtering can benefit your firm, and the process for implementation
  • Development of streamlined-not longer-tax processes
  • Increased firm profits and a higher level of performance

Program Level: Basic

Prerequisite: None

Advanced Preparation: None

Field of Study: Business Management and Organization

This is a Group - Live - Internet-Based offering. The instructional method is lecture with active group participation and visual aids.

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CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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