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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

1/4

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Jeremy Wortman

5 / 5

Leadership development and coaching
Organizational development strategy
Talent management and succession planning
Strengths-based performance programs

With a strong passion for and a commitment to the positive development of individuals and organizations, Jeremy Wortman is the Owner of HRD Initiatives, which specializes in leadership development, organizational development and talent management solutions. In this capacity, he works with client partners’ executive teams in determining talent management strategies, building leadership talent, implementing solutions and coaching individual leaders.

Wortman has more than twenty years of experience in organization and leadership development with a significant amount of his time, early in his career, at TD Ameritrade where he was the Director of Organizational Effectiveness. There, he was responsible for enterprise-wide talent management initiatives where he partnered with senior executives across the organization to determine business unit and department-level talent management strategies and solutions that drove their performance goals. He was also responsible for building their leadership development programs. He has extensive knowledge of organizational psychology and has had great success in developing strategies and programs that build better individuals and organizations using a strengths-based approach.