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Self study cpe
DEI, Firm Growth & the Accounting MOVE Project

DEI, FIRM GROWTH & THE ACCOUNTING MOVE PROJECT

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)0.5 hours
CPE Credits 0.5 hours
Subject Area 0.5 - Communications & Marketing
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJune 14, 2023
Date OfferedJune 13, 2023
Expiration DateJune 13, 2024
Course Description

Join us for a transformative course that delves into the creation and benefits of mastermind groups for growth-focused accountants. Learn from the expertise of industry veterans who have identified common pitfalls in reaching potential clients and have developed strategies to overcome them. The course also explores the importance of diversity, equity, and inclusion in accounting firms, offering practical advice on creating inclusive cultures and implementing effective DEI programs.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify common mistakes accounting firms make in reaching potential clients, and learn effective strategies to improve client communication and engagement

  • Determine the importance of diversity, equity, and inclusion in the accounting profession, and learn practical steps to create an inclusive culture and implement successful DEI programs in accounting firms

Bbrcompanies deifirmgrowthandtheaccountingmoveproject videoimage
Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:15:36 minutes
QUESTION 2: 0:17:57 minutes
QUESTION 3: 00:20:35 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Bonnie Buol Ruszczyk (like “rustic” without the “t”) is the founder of BBR Companies LLC, where she provides CMO-level services for professional services firms, co-owner of Rally Rounds, where she facilitates mastermind groups for accounting growth professionals, and owner of the Accounting MOVE Project, where she provides the most comprehensive data and guidance on finding, retaining, developing and advancing women and people of color in the accounting profession. What do all these roles have in common? She is committed to helping firms uncover and communicate their unique differentiators, find the support they need to grow, and create equitable and inclusive cultures where everyone can thrive.

Never one to rest on her laurels, she earned a Diversity & Inclusion Certificate from Cornell University and is taking additional coursework to expand her knowledge. This is in addition to the MBA with a marketing concentration she earned at Georgia State University and a Bachelor of Arts in journalism, public relations, and French from Troy (State) University in Alabama.

Bonnie quite literally wrote the book on online marketing for accounting firms, Take Your Marketing Online: Proven Ways to Grow Your Firm in the Digital Age, at the request of the AICPA. She also contributed a chapter to Bridging the Gap: Strengthening the Connection Between Current and Emerging Leaders and is a regular contributor and quote source for industry-related publications and websites. She has been recognized as one of Accounting Today’s Top 100 Most Influential People three times, Volunteer of the Year by the Association for Accounting Marketing, and one of CPA Practice Advisor’s Most Powerful Women in Accounting.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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CPAacademy.org Check-In is an online publication designed to make your learning journey simple and enjoyable! Here at CPAacademy.org, we understand the importance of staying up-to-date in the accounting profession. We created our Check-In to supplement your CPE requirements and stay ahead of the curve. Check-In features discussions with top thought leaders in accounting and business, offering you invaluable insights on timely topics as well as timeless knowledge.