myCPE
myCPE

Extraordinary Client Engagement, Coaching for Performance Improvement, and Conflict Resolution 6 Credits

Mar 20, 2024, 10:00 AM ET

Extraordinary Client Engagement, Coaching for Performance Improvement, and Conflict Resolution 6 Credits

Blueprint for Sustainable Success in Your CPA Practice - Part 2

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  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Mar 20, 2024, 10:00 AM ET

Learning Objective

  • To expand higher engagement with clients that leads to referral levels, learn the importance of core values and how to incorporate them into your business practices.
  • To discuss how to achieve better outcomes, and develop the ability to diagnose and apply effective strategies for resolving conflicts.
  • To know how to foster positive relationships across generations and backgrounds, and enhance your skills in relating to and understanding others.
  • To reduce conflict and promote a harmonious work environment, understand the significance of effective communication on a consistent basis.
  • To elevate performance levels, and acquire the necessary skills to coach and motivate individuals using a coaching style.
  • To optimize performance discussions, learn the process for preparing coaching sessions to achieve optimal results.
  • To enhance engagement and overall performance, improve your communication skills to convey messages more effectively.
  • To review client engagement, and discover the five most effective strategies and techniques.
  • To boost client engagement, and gain insights into innovative marketing ideas and practices to implement within your business.

Course Overview

In the ever-evolving landscape of the new economy, learn how to foster extraordinary client engagement, enhance team performance through coaching for improvement, and effectively resolve workplace conflicts to create a harmonious and successful business environment.

Disruption in the workplace serves as a catalyst for change, and in this webinar, we explore how to address this change by anchoring your firm's core values and leading by example at all levels within your business and with clients. By understanding each other's roles and duties and fostering effective communication, we create a solid foundation for engagement, allowing us to align our core values with our clients and grow together interdependently, serving them at a deeper level.

Disruption and coaching relate to fostering adaptability, continuous improvement, and organizational development, empowering individuals to navigate challenges, maximize potential, and achieve sustainable success. Whether you are a supervisor, manager, team lead, or aspire to these roles, your role in supporting and guiding development is paramount. In this CPE Business Management webinar, you will learn proven processes and best practices to become an effective coach, advancing staff development and elevating performance levels within your department and organization.

Conflict is inevitable in every workplace, and acquiring the skills to handle disputes effectively is essential both personally and professionally. In this CPE webinar, we will gain insights into different types of conflict, and learn a comprehensive process to diagnose, understand, and resolve conflicts. This invaluable skillset will empower you to navigate conflicts with confidence, promoting harmonious work environments and fostering growth.

Join us for Part 2 of our engaging webinar series, "Blueprint for Sustainable Success in Your CPA Practice", where we delve into essential topics that drive positive change and maximize results in the workplace.

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

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Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credits

6

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

About Instructor

Enhance Your Skills with Christopher Salem CPD/CPE Courses
Christopher Salem

Chief Executive Officer (CEO), CRS Group Holdings, LLC

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Christopher Salem is an Executive Coach, Corporate Trainer, and Professional Speaker mentors C-Suite, CPAs, Financial Advisors, Physicians, and other business leaders to build and protect their brands by raising their level of influence as trusted advisors to maximize their results.  He also works with companies to create an interdependent work environment and thriving culture through a growth mindset foundation, effective communication, transparent leadership, and higher engagement.  

His book Master Your Inner Critic / Resolve the Root Cause – Create Prosperity went international best seller in 2016. He also co-authored the recent edition to "Mastering the Art of Success" with Jack Canfield. His weekly radio show Sustainable Success is part of the Voice America Influencers Channel.  Chris is also an accomplished business & emotional intelligence strategist, award-winning author®, certified mindset expert, radio show host & media personality, and wellness advocate.  


He works with organizations such as such as JP Morgan – Chase, Ralph Lauren, GE Research, UTC - Pratt & Whitney, Raytheon, Microchip Technologies, Anthem, US Census Bureau, United Healthcare, Laticrete Corporation, Hubbell Corporation, Conning & Company, Foxwoods Casino, and NYPD Forensics Department including universities such as University of Hartford, Westchester Community College, Bay Path University, Worcester State University, and spoke on overcoming limited beliefs for peak performance at Harvard University’s Faculty Club and US Senate.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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Angelo Lorenzetti, CIA

Fantastic presentation. Very informative and excited to share techniques with client and team.

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Audrey Abe, CPA (US)

good information

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Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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