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Course Details

Overview of Topics

  • What is tele-pressure?8 mins
  • How to use Automation to achieve ideal behavior?10 mins
  • Strategies to remain focused on your task from Desktop and mobile notifications.12 mins
  • Email management strategies.15 mins
  • What is Mailbox Insanity?18 mins
  • Various strategy to get out of mailbox insanity.26 mins
  • Email management strategies: Path to identifying key task funnel.31 mins
  • Commitment to extinguish email.54 mins

Why You Should Attend ?

This webinar presents how accountants/CPAs can reduce the time they spend in their inboxes, shrink your inbox and maximize their efficiency in tasks that are of higher importance and priority. This webinar will help you learn with the help of real-life situations and practical solutions that you can easily implement.

Course Description

If you’re an accountant or a CPA, it’s likely that you’re spending line of genius time in your inbox. Sometimes, with each ring, ping and buzz, we forget that emails should run according to us not the other way around. And with super busy schedules and never-ending assignments, we cannot afford to give a lot of our time checking and responding to emails. Ultimately, we want to work on our business, not our busyness.

This webinar will present from an accountant/CPA’s point of view, takes the guessing out of what works and doesn't, how to use Outlook and G+Suite effectively, and how to communicate, with a clear plan on how to shrink their inbox. We'll cover the symptoms of email overload and the behavior shifts that need to occur to prevent or reduce tele-pressure and reactivity to email.

Learning objectives

  • Overcome email anxiety, telepressure and addiction
  • Shrink your inbox with rules, filters, and newsletter organization
  • Communicate effectively to shut down with Inbox Zero

About Presenter

Marcey Rader is an award-winning, top-rated, speaker who packs presentations with actionable advice and real-world wisdom, decluttering your mind, body, and inbox, one habit at a time. Her speaking roster’s alive with engagements for Fortune 100 companies, startups, and everyone in between. From North Dakota to Dubai, construction to biotech. Her coaching clients create boundaries, break barriers, and find the white space in their lives that they desire. She's the winner of the NCACPA Terry R. Alexander New Speaker award and has spoken for NCACPA, AICPA, CPFMA, and multiple CPA firms.  If you, your team, or your audience is ready for a swift kick in the energy, look no further and Work Well and Play More with Marcey!

Work Well. Play More! Institute is a Productivity Performance speaking and coaching company working within individuals and businesses across all industries, roles, and time zones. They believe that productivity and health go together. You can't be one without the other. You can climb the ladder or build a successful business without sacrificing your health, relationships and personal time to play.

Review Questions

  • Question 1 : 00:15
  • Question 2 : 00:30
  • Question 3 : 00:55
  1. When we switch tasks, it can take up to _____ minutes to refocus on a task.
  2. Subject lines should be ___________________
  3. _____________ is the anxiety felt when unable to check or respond to notifications.
  1. Two ways to reduce telepressure include: (select all that apply)
  2. The most effective way to increase effortful control is to:
  3. When might it be useful to schedule an email to send at a later date?
  4. Emails that fit good criteria to set rules include:
  5. DDRAT to process email stands for

FAQ

  • myCPE self-study courses are online.
  • The self-study format allows you to access the material online 24/7 and study at your own pace.
  • As per NASBA guidelines, you have one year from date of registration to complete each program.
  • Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
  • Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
  • These are Live recorded presentations converted into Self Study (On-Demand Videos).

Refund/Cancellation Policy

  • For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
  • Please email to   help@my-cpe.com  in case of any self study program queries.

Reviews

4.6
(143)
68%
26%
6%
0%
0%
  • LM
    Lisa McMakin , CPA
    Feb 25th 2020
    Marcy, I absolutely love your webinars! You are so entertaining, articulate, and helpful, and I can't wait to get your book and read it. I am retiring in two months, but this will help me in my new life to get organized! Thanks so much.
RH
Robert Holihan , CPA
webinar was decent, technical glitches on self study resulted in poor service
SN
Sparsha Nayak
The speaker did a very good job. It was a really interesting webinar.
KN
Keith Newman , CPA
It was really an impressive webinar. Thank you.
HM
hAN mCC , CPA
What a webinar that was...! Very informative... very engaging.
JM
Jerrold Mcd , CPA
It was a wonderful webinar. Also, I loved the fact that the presenter Marcey has included her personal experience of how to shrink the inbox. Great Job done !

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.

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Friday, May 08, 2020 View Details/Register
The Accountant's Guide to Climate Change
Friday, May 08, 2020 View Details/Register
Professional Ethics for Accountants
Thursday, May 07, 2020 View Details/Register
Nebraska Ethics Principles and Conduct for CPAs
Friday, April 17, 2020 View Details/Register
MONTANA Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Massachusetts Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Maryland Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Executive Overview of Revenue Recognition (Topic 606) Exploring Both the Accounting & Tax
Wednesday, May 06, 2020 View Details/Register
Principles of Financial Statement Presentation
Wednesday, May 06, 2020 View Details/Register
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Monday, May 04, 2020 View Details/Register
Performance Measurement
Thursday, April 30, 2020 View Details/Register
  • Cost $9
  • CPE Credits 1
  • Subject Area Business Management and Organization
  • Course Level Basic
  • Instructional Method QAS Self Study
  • Prerequisites None
  • Advanced Preparation None
  • Recorded Date September 13 ,2019
  • Published Date September 13 ,2019
  • Who should attend? Enrolled Agent Finance Pros Tax Attorney Tax Practitioners Bookkeeper Accountant CFO/Controller Business Owner Xero Advisor Others QB Pro Advisor Non Profit Pros CPA - Small Firm CPA - Mid Size Firm Accounting Firm Tax Pros Cybersecurity Pros CPA (Industry) Auditors Tax Firm Young CPA CPA in Business Entrepreneurial CPA Outsourced CFO
  • Handout Material Download
  • Key Terms Download

On-Demand Webinars

Move up a Grade: Revision Guide
Monday, May 18, 2020 View Details/Register
Knowledge Performance Indicators (KPIs) for SMEs
Wednesday, May 13, 2020 View Details/Register
Business Performance Management
Wednesday, May 13, 2020 View Details/Register
The Theory of Constrainst and Lean Accounting
Tuesday, May 12, 2020 View Details/Register
THE MATHEMATICS OF ESTATE PLANNING FOR IRAS AFTER THE SECURE ACT
Friday, May 08, 2020 View Details/Register
The Accountant's Guide to Climate Change
Friday, May 08, 2020 View Details/Register
Professional Ethics for Accountants
Thursday, May 07, 2020 View Details/Register
Nebraska Ethics Principles and Conduct for CPAs
Friday, April 17, 2020 View Details/Register
MONTANA Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Massachusetts Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Maryland Ethics Principles and Conduct
Friday, April 17, 2020 View Details/Register
Executive Overview of Revenue Recognition (Topic 606) Exploring Both the Accounting & Tax
Wednesday, May 06, 2020 View Details/Register
Principles of Financial Statement Presentation
Wednesday, May 06, 2020 View Details/Register
Data Analysis 101 - Getting to the heart of performance data
Monday, May 04, 2020 View Details/Register
Performance Measurement
Thursday, April 30, 2020 View Details/Register