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The Unplugged Vacation: How accounting firm owners can take a proper holiday without checking emails

  • Accountant
  • CMA
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

In this connected age, people have different definitions for vacation or different strategies for how they go about taking time away from work.

Some people remain loosely plugged into the office, with scheduled check-ins by phone, even if from a beach chair on some warmer shore. Some continue to monitor and respond to emails, keeping projects on schedule.

Technology may have changed the way workers vacation, for better or worse. "In this day and age, with technology, you think you have to be plugged in at all times," said Byron Hebert, CPA, director of entrepreneurial advisory services at PKF Texas, a CPA firm in Houston. "You're never really off."

Many CPAs find it difficult to completely disconnect. No doubt, it has something to do with managing inboxes, keeping clients happy, and making sure projects are on track. But with modern professionals’ ties to technology, especially in firms with a high-pressure corporate culture, it’s more important than ever to give overloaded brains a break.

That's where The Unplugged Vacation comes in.

You've done a great job growing your accounting practice. Your clients are happy, your employees are busy, and you feel like you've accomplished your dream of being a successful CPA firm owner.

Wouldn't it be nice if you could step away from your office for once and go on vacation with your family or friends without dragging your laptop with you and being chained to your email? 

Wouldn't it feel great to know you have systems in place that work for you instead of you working for them?

This CPE-EBook will help accounting firm owners and CPAs just like you to build a new vision for their practices while setting up very simple systems and processes to give them freedom from their business and still ensure their company's success.

Here's to your next vacation being your best vacation!

To learn more about the idea discussed in this CPE-EBook, here's what you can do next:

  • Step 1: Download the 3 Bucket Delegation Tool and find out what you can immediately offload to other people in your office. 
  • Step 2: Watch the Test Drive Replay Video on delegation and discover how you can free up your life and enjoy more free time away from the office. 
  • Step 3: Schedule a "Big Picture" Call to discuss your vision of what you want your future in business to look like.

Learning Objectives

  • To discuss how to counter the intuitiveness of letting go.
  • To analyze how to steer clear of the five mindset traps.
  • To inspect how to create success benchmarks.
  • To investigate unplugged vacation tactics.

Recommended For

  • The CPE E-book for CPAs is recommended for busy executive directors, development professionals, and board members who want to take a proper holiday without checking emails and worrying about work.

Who Should Attend?

  • Accountant
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chartered Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Management Consultant
  • Senior Accountant
  • Staff of Accounting Firm
  • Wealth Management Advisor
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Personal Development for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • 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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Brannon Poe, CPA (US)

Founder, Poe Group

Brannon began facilitating successful accounting practice transitions in 2003. He pioneered a consulting-based approach to transitioning accounting firms, which has culminated in Poe Group Advisors’ unique process – The Seamless Succession™.

He started his career in public accounting as an auditor with Ernst & Young before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience — with companies large and small — has provided the foundation for Poe Group Advisors to become the industry service leader.

He is the author of “Accountant’s Flight Plan: Best Practices for Today’s Firms” (published by the AICPA and CPA Canada), “On Your Own: How to Start Your Own CPA Firm” and multiple blogs.

About Company

Buying or listing a CPA firm? We assist both parties in planning and implementing a strategic, successful transition of clients and staff.

Our mission is simple … we assist sellers to successfully navigate the sale of their businesses in a way that maximizes the value of their firm, while minimizing their risks and challenges. Likewise, we help buyers find an appropriate business for their particular talents and skills … and ultimately, we assist both parties in planning and implementing a strategic, successful transition of clients and staff.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

137 Ratings

Excellent

80

Very Good

46

Average

10

Poor

1

Terrible

0

JB

Julia Bell, CPA (US)

Dec 3rd, 2021

really great and applicable tips

AL

Allyse Lobonc, CPA (US)

Dec 30th, 2021

good

JE

Jaclyn English, CFE, CPA (US)

Dec 24th, 2021

Interesting topic.

JR

John Reyer, CPA (US)

Sep 22nd, 2022

good experience

TH

Thuong Hoang, CPA (US)

Feb 26th, 2022

good

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