Balancing Well-being and Business Success for Practitioners 1 Credit 1 Credit
Learning mode
Starting and growing a business as a professional service provider, whether as a lawyer, accountant, consultant, or firm owner, requires a unique set of skills. Â While providing excellent service to clients is essential, managing all aspects of your firm, from attracting clients to maintaining compliance, requires a different set of skills.Â
In this course, Fran Griesing, who has launched and grown three professional services businesses, will share her insights on navigating the challenges of entrepreneurship. You’ll explore the key steps to creating a successful firm, including how to attract and retain clients, set up systems for managing operations, and ensure compliance with necessary laws and regulations.
Fran will also discuss the importance of setting up proper agreements with clients and vendors, evaluating whether to hire employees or use third-party support, and making critical decisions about your office space as your firm grows. Each of these steps can be daunting, especially if you’re used to focusing on client work rather than operations.
Major Topics:
Through Fran’s real-world experiences, you’ll gain strategies for handling common challenges and learn valuable course insights on building a business that lasts. Don’t miss this opportunity to receive practical advice from an experienced entrepreneur.
For more CPE Business Management Courses, Click here.
| License details | Credits | Status |
|---|---|---|
| BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| BusIness Management & Organization for CPA in Canada | 1 CPD | Eligible |
| Business Management for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| BusIness Management & Organization for CPA in Canada | 1 CPD | Eligible |
| Business Management for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC 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.com.
Francine Friedman Griesing is the founder of Griesing Law, LLC, is a full-service women-owned and operated law firm based in Philadelphia, Pennsylvania with satellite offices in Arizona, New, Jersey, New York, and Ohio. She is a strategic advisor to executives and general counsel at the country’s largest institutions with 40 years of experience representing clients in business transactions, commercial litigation, employment matters, and alternate dispute resolution. She serves as an arbitrator and mediator, primarily in employment and business disputes and has extensive experience conducting proceedings remotely.
Fran is a highly sought speaker and writer and has received recognition for her accomplishments as both an attorney and an entrepreneur. She was recognized by Francine Griesing was chosen by The Philadelphia Inquirer as a Lifetime Achiever for the Law (2018) and Diversity and Inclusion (2019). Fran was also shortlisted as Diversity & Inclusion Lawyer of the Year (2020) and the Firm was shortlisted as Outstanding Firm for Furthering Diversity & Inclusion by Chambers Diversity & Inclusion Awards North America (2020-2021). The Philadelphia Business Journal also recognized Fran as one of the region’s Most Admired CEOs for her protecting her team and managing the Firm during the pandemic. In addition, the Firm received the Pennsylvania Bar Association’s H. Robert Fiebach Award (2021), which recognizes Pennsylvania law firms that have implemented initiatives to help women attorneys advance their careers. Furthermore, the Firm was awarded by in-house counsel as the National Association of Minority and Women Owned Law Firms’ Law Firm MVP (2013) and as SmartCEO’s Philadelphia Law Firm of the Year (2014).
Fran is an honors graduate of Binghamton University and the University of Pennsylvania Law School and is admitted to practice in Arizona, New York and Pennsylvania.
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.
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.
Aug 05, 09:30 AM EDT
Aug 06, 10:00 AM EDT
Aug 07, 09:30 AM EDT
Aug 07, 09:30 AM EDT
Aug 08, 04:00 PM EDT
Aug 11, 09:30 AM EDT
Inclusions
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
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
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 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.
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Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
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
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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15,000+ Hrs of CPE approved Content
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500+ Emerging Subject Areas
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50+ State- Specific Ethics Courses
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Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker. |
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