Content Provider
Mandeltracy

Rcreports middlebanner 101220
Self-Study CPE
THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
View Details/Register
HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
View Details/Register
EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
View Details/Register
THE DNA OF A CAS FIRM
View Details/Register
AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
View Details/Register
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register
A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
Free cpe webinars
Perspectives on Process: Why Standard Process Helps You, Your Staff & Your Firm

PERSPECTIVES ON PROCESS: WHY STANDARD PROCESS HELPS YOU, YOUR STAFF & YOUR FIRM

Available Date(s)
Tuesday, November 17, 2020: 5:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In this webinar, the presenter will guide attendees in understanding how processes can affect firm operations. The presenter will review the reasons why firms may not be able to standardize processes as well as understand the benefits for standardizing processes when available. This webinar will also include ways to develop steps for standardization.

Learning Objectives:


  • Identify what is a process

  • Recognize challenges to standardizing your processes

  • Identify benefits to a standard process

  • Recall how to create a process

Linkedin Twitter
Mandeltracy

Jacquelyn H. Tracy is a certified public accountant licensed in the states of Massachusetts and Rhode Island with almost 30 years of public accounting experience. Ms. Tracy holds a bachelor of science in business administration from Stonehill College and a master of science in taxation from Bryant University. Before founding Mandel & Tracy, she was a senior manager at KPMG working in their Boston, MA; Providence, RI; and Montvale, NJ offices for numerous tax clients while facilitating various national-level training sessions.

Ms. Tracy is currently a member of the American Institute of Certified Public Accountants (AICPA), chairs its Women’s Initiatives Executive Committee, and instructs at their various conferences. She has served on the AICPA's Governing Council and the AICPA's Private Company Practice Section Executive Committee. She is serving as current President of the Galilee Beach Club Board of Directors and Treasurer of the Stonehill Alumni Council.  She is a past-Chair of the Stonehill College Annual Fund and continues to participate in the fundraising efforts as a Class Agent. Ms. Tracy is also a member of the Rhode Island Community Food Bank’s Women Ending Hunger and 100+ Women Who Care in Rhode Island.

She is a past-president of the Rhode Island Society of Certified Public Accountants. As part of her involvement with the Society, she chairs its Women’s Council and Newsletter Committee.  Ms. Tracy is also involved in the organization’s Tax Committee and appears on its annual televised tax forums, and serves on the Small Firms and the Social Committees (which holds an annual charitable golf tournament).  Ms. Tracy is also a past-president of The Junior League of Rhode Island from which she has received the Bronze Level President's Volunteer Service Award for her hours of service and continues to participate in volunteer projects. In addition, Ms. Tracy formerly volunteered as a catechism teacher for St. Mary's Star of the Sea in Narragansett, RI.

When she is not working Ms. Tracy can be found sitting on the beach in her hometown of Narragansett. She also loves to travel and spend time with her husband and family.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

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

Mandeltracy
Mandel & Tracy is a women-owned accounting firm with a niche in individual taxation. The firm was founded by Kathryn B. Mandel and Jacquelyn H. Tracy after their tenure together at a Big Four accounting firm for over 17 years. The opportunity presented itself to offer personal and friendly service to their individual clients and they took it and have been working together ever since.