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Change Management: The Process to Enhancing a Successful CPA Practice

  • CMA
  • CPA (US)
  • SHRM
Change Management: The Process to Enhancing a Successful CPA Practice

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 PDC credit for SHRM Certified Professionals (Approval No. 21-RZJ94)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

This Course is Also Available in Self Study (On-Demand)

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Course Description

The pace of change is accelerating. For most firms, a significant catalyst is the need to address the impacts of the pandemic on your firms and your people.

Change management is the daily vitamin of your organization. People working together to create superior service to clients is your daily dose of caffeine that keeps the practice going.  Together, they give you a sustainable model for success.

People are the heart of a firm while the process of change management is the blood that moves with each pulse of the heart of the firm.

When everything is flowing smoothly the practice thrives. The reality is that without consistency of a change strategy in place, little by little vital components of the process will break down.  It comes down to changing people’s mindsets, behaviors and habits to carry out the process on a continuous basis. 

Is there a way to revitalize your firm's success with clients through a thriving culture through change management? Come learn and how to apply the process to build a successful business model through change management principles.  

Learning Objectives

  • To discuss ways to implement change step by step with staff to better support each other's roles through core values that reflect with superior service to clients
  • To discuss ways to align resources that best support staff to learn and grow that reflect in higher productivity and service 
  • To discuss ways to use change management as an investment and not as an expense to grow your firm's business 

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • HR Professionals
  • Human Resources Manager
  • Young CPA