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Self-Study CPE
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Free cpe webinars
Advise Clients on Benefits With a Simple Framework


Available Date(s)
Tuesday, December 14, 2021: 1:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Personnel/Human Resources
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Join Gusto's Jaclyn Anku and Annie Arthur for an interactive session on how you can differentiate your firm’s services through using a 4-part framework to guide clients on the why, what, when, and how of employer-sponsored benefits so that they can attract and retain talent. We’ll cover how you can help clients create a roadmap that aligns with their business goals through educating them on premium, no-cost, and low-cost benefits offerings. You’ll also learn how Gusto partners with you to provide a team of licensed benefits advisors and an intuitive benefits management platform. 

Learning Objectives:

  • Recall a 4-part People Advisory framework to guide clients on the why, what, when, and how of benefits

  • Identify the difference between premium, low-cost, and no-cost benefits solutions

  • Recognize how Gusto supports you and your clients through its platform and team of licensed benefits advisors

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Caleb Newquist is Editor-at-Large at Gusto. In 2009, he became the founding editor of Going Concern, the one-of-a-kind voice on the accounting profession, serving in the role for nine years. Before Going Concern, Caleb worked as a CPA for nearly six years in New York and Denver. He lives in Denver with his wife, daughter, and two cats. You can follow him on Twitter at @cnewquist.


Jaclyn Anku

Partner Education Lead
(415) 408-5574


Jaclyn Anku leads Partner Education at Gusto and is a small business and accounting community enthusiast dedicated to creating programs that educate, engage, and inspire. Prior to joining Gusto, she led the Xero’s Partner Program and worked as a small business consultant at a non-profit microlender.


Annie Arthur

Marketing | Accountant Community


Annie is on the Accountant Education team and has been with Gusto for over three years. Before joining the Accountant Education team, she worked on the Accountant Sales team and gained extensive knowledge of the accounting industry and Gusto's product and functionality. Now, she is building world-class training programs with a goal of empowering accountants and bookkeepers to expand their expertise, uplevel their skills, and grow their business.

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.
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NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Gusto serves more than 100,000 small businesses and 4,500 accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.