CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

RFP Fundamentals

  • CPA (CA)
  • CPA (US)
  • CFE
RFP Fundamentals

1.5 Credits

$15

Subject Area

Business Management and Organization

Webinar Qualifies For

1.5 CPE credit of Business Management & Organization for all CPAs

1.5 CPE credit for Certified Management Accountants (CMA)

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 CPE credit for Certified Fraud Examiners (CFEs)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Even seasoned professional Procurement staff dread doing RFP’s and many office staff that are called on by their supervisors to do one are not sure where to start. Because RFP’s maybe an infrequent experience it is always great to attend this online continuing education webinar to sharpen your skills and avoid risks of having the RFP process be unsuccessful. Anyone involved in the drafting or scoring of an RFP as well as those that may need to respond to one will complete this live CPE webinar with an improved sense of confidence in tackling this procurement method.

Key topics covered in this RFP Fundamentals CPE webinar for CPAs: 

  • What is it?
  • When to use it.
  • How to draft it.
  • How to score it.
  • Making the award.
  • How to avoid pitfalls.

Learning Objectives

  • To determine when is an RFP the best method
  • To discuss how to use and draft an RFI (request for Information)
  • To discuss what standard clause should be included?
  • To explain how and when to draft a scoring matrix
  • To discuss how to draft a questionnaire for scoring References
  • To demonstrate how to make multiple awards from one RFP
  • To draft the award and rejection letters
  • To discuss how to debrief losers and engage the winner

Who Should Attend?

  • Business Owner
  • Certified Fraud Examiner
  • Certified Management Accountant
  • Certified Public Accountant
  • Nonprofit Professionals