myCPE
myCPE

Key Strategies for Accounting and Tax Professionals to Manage E-mail Overload 2 Credits

Key Strategies for Accounting and Tax Professionals to Manage E-mail Overload 2 Credits

  • Rating

    4.7
  • Reviewed on

    March, 2024
  • Subject Area

    Communications and Marketing

Learning mode

On Demand
  • 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

Learning Objective

  • Understand the nature of e-mail & information overload in today's workplace
  • Have a strategy for “splitting” work, personal, and junk/spam e-mails for greater efficiency
  • Use a very simple “rule” for managing all incoming e-mail that allows for both greater speed and prioritization of those messages and embedded tasks
  • Learn how to convert e-mails quickly into tasks, contacts, and calendar items
  • Use embedded functions inside of your e-mail that allow you to “automate” responses to certain common activities/messages

Course Overview

THIS TAX SEASON, INCREASE YOUR WORK PRODUCTIVITY BY EFFICIENT EMAIL MANAGEMENT.

E-mail is among the most powerful productivity-enhancing tools available to an organization as well as one of the biggest sources of pain and lost productivity, with managers and professionals getting buried deeper and deeper under a continuing stream of e-mail every day. In fact, the average professional spends at least two hours per day dealing with e-mail, with more than 25% of users checking their inbox a minimum of 20 times every day—and yet, surprisingly, less than 3% of the U.S. workforce has had training on how to manage e-mail.

This 2 hour webinar is specifically developed for accounting and tax professionals which includes strategies for effective e-mail management, organization, and prioritization that have helped literally thousands of business professionals regain control and sanity with their e-mail activities. With the help of this webinar your are guranteed to see the tangible results if you are dealing with a messy, unproductive desk and office, and a "busting out" e-mail account.

MAJOR HIGHLIGHTS 
  • Effective e-mail management.
  • Organization & prioritization of emails.
  • Proven system for getting and keeping your e-mail account to 20 messages or less.
  • End the endless number of CC's
  • Training subordinates to handle urgent  & critical messages professionally.
  • Identify items for "proactive procrastination"
  • Strategy  to reduce the amount of SPAM emails. 

CASE STUDY
See why one client found that the average attendee to this program reported saving 2+ hours PER week (that is per employee!), and why many attendees report literally thousands less e-mails in their inboxes within a couple weeks of taking this program!

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

2

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

Randy Dean's CPD/CPE Webinars for Canadian Accountants, CPAs & CFEs
Randy Dean , MBA

, Randall Dean Consulting

  • 4.5
  • rating
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Randy Dean, The E-mail Sanity Expert®, is a professional speaker and expert on time & e-mail management, effective organization, and the related use of technology. For more than 25 years, Randy has been leading training and speaking programs for major corporate, university, association, and government audiences. Obsessed with time management and personal productivity, he left a successful career as a graduate program admissions director, professional marketer, and manager to become a leading speaker and trainer. The author of the recent Amazon bestseller, Taming the E-mail Beast, he has led programs for thousands of satisfied and inspired students, managers, and professionals on being more productive with their time and life. His highly informative and entertaining speaking and training programs leave audience members with immediately-usable tools, strategies, and skills on how to better manage their time, technology, and information overload following their program experience.

Randy is best known for his programs on time, project, people, and especially e-mail management using popular tools like Microsoft Outlook, Gmail/Google apps, and smart phones & tablets. His speaking and training programs are consistently some of the highest-rated programs for the many clients he speaks for, including major conferences/conventions, Fortune 500 organizations, top universities, governmental agencies, and leading nonprofits -- basically anyone struggling to better manage their time, e-mail, smart phone/tablet devices, Google productivity apps, and/or Microsoft Outlook. (And he makes these topics fun and engaging too!)


He has previously been interviewed by the Washington Times, Detroit News, The Globe and Mail, Business Week Online, and numerous other media outlets, including radio, television, newspaper, and blog sites. He is a member of the National Speakers Association (NSA) and Michigan Society of Association Executives.



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.

Ratings and Review

out of 5

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1,824 ratings

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KD

Kara Deis, CPA (US)

Randall Dean's courses are so valuable. The myCPE platform still has some issues.

LB

Laurie Boudreaux, CPA (US)

Fantastic class, thoroughly enjoyed it. Now I'm ready to clear out my inbox.

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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