Building a High-Performance Accounting Team

  • Accountant
  • CPA (CA)
  • CPA (US)
  • HRCI
  • SHRM
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

People are an important asset of your business. Are you stewarding your best investment well?

Effective teamwork pays its own way by creating greater productivity and profitability in any accounting organization. A team of people working cooperatively can produce more than the sum of individual members working alone. One good idea stimulates another - but only if the team members are working together and communicating often. Teamwork is inhibited in today's high-stress and changing accounting regulatory environment. In this informative yet pragmatic seminar, Jane Boucher integrates tried-and-true teamwork principles with the realities of today's changing accounting workplace. It's not easy, but it can be done. Jane will teach you how to form, motivate, steer, and get greater results from teams in challenging work environments.

To build a high-performance accounting team, you need to be intentional in the hiring, training, and performance process. In this free CPE webinar, you will learn how to be strategic with hiring, recruiting for soft skills in addition to technical skills, and achieving an engaged team culture.

This online CPE webinar covers the following key topics-

  • Increase productivity and profitability
  • Communicate better and resolve conflict
  • Learn teamwork principles in today's changing accounting workplace
  • Motivate yourself and your team

Learning Objectives

  • How to develop employees’ soft skills
  • How to get strategic with hiring
  • How to develop solid performance/development plans

Recommended For

  • Practicing CPAs, HR professionals and accounting professionals interested in developing employee skill sets and strategic hiring

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Business Owner
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CFO/Controller
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Director of Accounting
  • Finance Director
  • Human Resources Manager
  • Senior Accountant
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 PDC Credit of Personal/ Human Resources for SHRM Professionals (Approval No. 21-XGY95)
  • 1 RCH Credit of Personal/ Human Resources for Human Resource Certification Institute (HRCI) (Approval No. 560448)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Intermediate
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    Experience Providing Client Services

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

Jody Grunden, CPA (US)

Chief Executive Officer (CEO), Summit CPA Group

Jody Grunden is the CEO and Co-Founder of Summit CPA Group. From Summit CPA's inception in 2002, Jody transitioned the company to a distributed accounting firm in 2013. Since 2002, Summit CPA Group has grown from a team of 2 people to approximately 50. The company has grown extremely fast, experiencing 3-year 150% growth consecutively over the past 3 years and being recognized by Inc. 5000. 

About Company

Summit CPA Group

www.summitcpa.net/

Summit CPA Group is a fully distributed accounting firm and leading provider of Virtual CFO Services in North America. In addition to providing VCFO coaching, CPA firm augmentation, Summit CPA Group is building a community of CPA firm owners who want to learn how to provide or enhance their existing VCFO service offerings. The CFO Community includes: free monthly CPE webinars, a Slack network, The Virtual CFO Playbook – a course dedicated to teaching CPA firm owners how to build and scale Virtual CFO services, and more. Join the community today and start getting the support you need to grow your firm!

About Presenter

Adam Hale, CPA (US)

Co-Founder, Summit CPA Group

Adam Hale is the Co-Founder and COO of Summit CPA Group. He primarily focuses his attention on coaching his team and other accounting firms on delivering successful Virtual CFO Services. Over the course of his career, Adam has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.

About Company

Summit CPA Group

www.summitcpa.net/

Summit CPA Group is a fully distributed accounting firm and leading provider of Virtual CFO Services in North America. In addition to providing VCFO coaching, CPA firm augmentation, Summit CPA Group is building a community of CPA firm owners who want to learn how to provide or enhance their existing VCFO service offerings. The CFO Community includes: free monthly CPE webinars, a Slack network, The Virtual CFO Playbook – a course dedicated to teaching CPA firm owners how to build and scale Virtual CFO services, and more. Join the community today and start getting the support you need to grow your firm!

About Presenter

Zach Montroy

Director of People Ops, Summit CPA Group

Zach serves as the People, Team and Organizational Strategist at Summit. He began his career in public relations and has since held a variety of executive leadership positions over the last 17 years. As an experienced strategic leader, Zach is passionate about delivering tactical solutions in people strategy, organizational change, strategic planning and business process improvement.

About Company

Summit CPA Group

www.summitcpa.net/

Summit CPA Group is a fully distributed accounting firm and leading provider of Virtual CFO Services in North America. In addition to providing VCFO coaching, CPA firm augmentation, Summit CPA Group is building a community of CPA firm owners who want to learn how to provide or enhance their existing VCFO service offerings. The CFO Community includes: free monthly CPE webinars, a Slack network, The Virtual CFO Playbook – a course dedicated to teaching CPA firm owners how to build and scale Virtual CFO services, and more. Join the community today and start getting the support you need to grow your firm!

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.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • 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.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • 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

4.3

104 Ratings

Excellent

46

Very Good

47

Average

11

Poor

0

Terrible

0

KN

Kelly Nosek, CPA (US)

Jun 23rd, 2021

All presenters were highly engaging and shared multiple real-life examples to help facilitate our learning. I wish we had more time with them because they were so effective.

HV

Heather Verble, CPA (US)

Jun 23rd, 2021

Very engaging speakers. I really enjoyed their perspective and innovative way of thinking. Much of what they described could be applied to any type of team.

JP

James Painter, Accountant, CPA (US)

Jun 23rd, 2021

Good.

TY

Teng Yang, CPA (US)

Jun 23rd, 2021

Too much upselling.

JP

Jennifer Pauli, CPA (US)

Jun 23rd, 2021

positive

Building a High-Performance Accounting Team

FREE

1 Credit

Subject Area

Business Management and Organization

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