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Self-Study CPE
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Staff succession

MANAGING YOUR STAFF

CPE Processing Fee$30.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE1.0
Course LevelIntermediate
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateSep 12, 2018
Date OfferedSep 12, 2018
Course Description

In this course, we talk about setting and communicating expectations for your people, how to help you more effectively manage your practice, and key factors that CPA firms are addressing in their employment agreements.

Course Objectives:


  • Identify methods for setting and communicating reasonable expectations for your people

  • Identify key management functions to help you more effectively manage your practice

  • Recognize some key factors CPA firms are addressing in their employment agreements

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Additional Materials
Course Document
Glossary
Review Questions
Review Questions
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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Bill has been consulting for three decades to all sizes of businesses, from Mom and Pop operations to Fortune 100 companies, primarily in the areas of strategy, leadership and change management. He decided to add the credentials of CPA behind his advisory work and became a CPA in 1986. Prior to his life as a CPA, he worked for IBM in sales back in the late 70’s. As an entrepreneur, Bill has founded seven small businesses, he had two ladies clothing stores, one retail computer software store, a software development firm, a computer consulting firm, a CPA firm and his current management consulting firm – Succession Institute, LLC.

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Dominic Cingoranelli

Succession Institute, LLC
Executive Vice-President
dom@successioninstitute.com
(512) 338-1006 ext 104

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Dominic is a founder and the Executive Vice-President of Consulting Services for Succession Institute, LLC, a consulting firm specializing in organizational development work with offices in Colorado and Texas. He helps professional firms make the transition from “Eat What You Kill” business models to a “One-Firm” business model, and he provides general management consulting to the profession. In addition, he utilizes partnering techniques to help management teams for large, complex construction projects work together effectively, and he also assists Boards, owners’ groups and management groups in articulating their organizational visions, and developing strategies and plans to achieve the visions. He accomplishes this using participative process consulting, as well as traditional management consulting services dealing with performance management and measurement.

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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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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The Succession Institute believes that there are core, foundational principles to follow that will help you successfully and profitably manage your business and your people. By following these, your organization is positioned to grow, prosper, seamlessly transition to new leadership, sell at above-average market prices, and/or operate requiring less of your involvement. To them, succession management is all about organizational development and creating a strong organizational infrastructure.