, Commas
Claire is the Managing Advisor of Commas, which is a fee-only firm that provides financial planning to the everyday person. As Managing Advisor, she spends half her time guiding the strategic direction of the firm, and the other half of her time directly advising clients. She believes that all people deserve to have access to honest, fiduciary advice. She is passionate about creating and sharing processes and efficiencies that lower the cost of serving clients so more people can have access to this traditionally cost-prohibitive service.
Claire received her bachelor’s and MBA from
Indiana University. She is a Certified Public Accountant, CERTIFIED FINANCIAL
ADVISOR ™, and soon-to-be-mom. She lives in downtown Cincinnati, OH. In her
free time she loves to run marathons and cycle long distances.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
43 Ratings
BB
Mar 14th, 2022
The content was more than I expected and useful
NM
Mar 16th, 2022
d
JJ
Mar 15th, 2022
0
TS
Mar 14th, 2022
The presenter was very enthusiastic about automating the various tasks and the time savings she had acheived. She was well prepared as well, as evidenced by her demonstration of the QR code that was linked to her calendar.
CD
Mar 15th, 2022
Was hoping for more tips and tricks for creating automation workflows (ie: using expressions, dynamics content, etc.) rather than an overview of the benefits of automation. Also, would have been nice to learn about Microsoft's Power Automate vs the other programs the instructor personally preferred to use.
1 Credit
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Business Mgmnt and Org
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