Optimizing Your Email Efficiency: Tips for Busy Professionals 1 Credit
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Are you struggling to keep up with your inbox as a busy CPA professional?
In the fast-paced world of accounting, efficient email management is crucial for maintaining productivity, staying organized, and sustaining relationships with clients. This CPE Webinar is your comprehensive guide to streamlining your email communication and reclaiming valuable time.
In this course, we delve into proven strategies and techniques tailored specifically to the requirements of CPAs. Learn how to prioritize and categorize emails effectively, create templates for common inquiries, and implement time-saving tools to automate routine tasks.
By the end of this Course, you'll not only have mastered the nuances of effective email management but also equip yourself with a toolbox of skills that can elevate your career trajectory. Navigate the labyrinth of your inbox with confidence, bolster client relationships through streamlined communication, and embrace a newfound time to focus on what truly matters – delivering unparalleled value as a CPA professional.
Major Topics Covered:
Join this CPE Communication Webinar and discover the art of concise yet impactful communication that not only enhances client relationships but also minimizes the risk of misinterpretation.
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Communication for CPA in Canada | 1 CPD | Eligible |
| Communications and Marketing 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 |
| Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Communications and Marketing 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 |
| Communication for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Communication for CPA in Canada | 1 CPD | Eligible |
| Communications and Marketing 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 |
| Power Skills for Project Management Professional (PMP) | 1 PDU | Eligible |
| Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Communications and Marketing 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 |
| Communication for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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.
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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.
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.
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.
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.
RL
This is very good course for time management and priority skills in addition to professional email tips. Emails are an important way to communicate, and they can be very useful in business if they are thoughtfully written.
KA
This course had alot of valuable insights for managing time in addition to the time drain emails are to everyone's day. The presenter has a nice manner of speaking. Very professional and to the point.
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