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Mandeltracy

Middle emparion
Self-Study CPE
GENDER DIFFERENCES ARE ASSETS: RECOGNIZE & LEVERAGE YOUR WORKFORCE STRENGTHS
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NEGOTIATING AND OVERCOMING OBJECTIONS
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DEVELOPING YOUR TEAM LEADER SKILLS
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KEY CHARACTERISTICS OF INSPIRATIONAL LEADERS
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GENERATIONAL DIFFERENCES IN COMMUNICATION
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GENDER COMMUNICATION DIFFERENCES: THE IMPACT AT WORK
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Free cpe webinars
Using Your Relationship Building Skills to Set Yourself Apart

USING YOUR RELATIONSHIP BUILDING SKILLS TO SET YOURSELF APART

Cost Free
CPE Credits 1.0 hour
Subject Area Personal Development
Course Level Basic
Instructional Method Group Internet Based
Prerequisites
Advanced Preparation None
Course Description

This webinar is for tax professionals looking to expand their services into client advisory services. This session will give you tips on becoming a trusted client advisor. Attendees will observe how to take on added-value roles within their respective firms by identifying new opportunities and challenging internal processes. Additionally, attendees will learn how building relationships that create stickiness with your clients is helpful to developing an advisory role and can be helpful in building your team’s skills.

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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.

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Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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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

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.