CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Effective meeting and facilitation skills

Audrey Halpern

ARH Employee Training

Wednesday, September 15, 2021 | 01:00 PM EDT

  • CPA (US)

1 Credit


Subject Area

Communications & Marketing

Webinar Qualifies For

1 CPE credit of Communication and Marketing for all CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Not being able to work together in the same room with colleagues may become a major challenge due to the coronavirus outbreak. To make virtual meetings work, you might need to adjust how your team conducts them.

Online meetings may be a normal part of a team’s everyday workflow, but how to make them maximally efficient when all employees are remote can be a daunting task.

Meetings are essential for team collaboration, Remote meetings can easily lack intention or structure, which is why attendees perceive them as a waste of time. This online continuing education course covers topics that will ensure that your meetings count and how to avoid common pitfalls when working remote.

Sometimes you need to schedule a meeting to solve a specific challenge, but in general, it’s good to establish a set of recurring meetings when managing teams remotely in order to help your team establish a consistent process and align around a shared goal.

This online CPE webinar will cover the essential skills in making team meeting effective for all attendees.

Key topics covered in this online CPE webinar:

  • Where managers go wrong with meetings?
  • What skills are required to facilitate meetings?
  • How to plan a meeting?
  • How to solve problems in a meeting?

Learning Objectives

  • To discuss ways to lay down the foundation for successful virtual meetings with a virtual watercooler
  • How to encourage conversations to make your meetings more productive.
  • To discuss ways for working with conflicting schedules
  • To discuss tips for scheduling meetings across time zones.
  • To discuss ways to Set an agenda and meeting guidelines
  • To discuss etiquette for online meetings
  • To discuss ways for keeping the team engaged and team building activities
  • To discuss ways for online meeting follow-ups.

Who Should Attend?

  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA