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HR Hiring and Managing People to Achieve Higher Firm Performance

CPA (US)

CFE

SHRM

CMA

CPA in Canada

ACCA

CA - ICAEW

CA - Scotland

CA - Ireland

CPA - Ireland

Accountant/Bookkeeper/Tax Professionals

Published : February, 2022

Free (Only Today)

0.5 Credit

Subject Area

Personnel/Human Resources

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Before starting this self study program, please go through the instructional document.

Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

The kind of processes the firm have

02 mins
How ready is the organization for change?

07 mins
Performance constraints

10 mins
Offshore talent or domestic talent

17 mins
Work environment

20 mins

Course Description

In this podcast Christopher Rivera, Director Client relations, Entigrity Offshore Staffing, takes a conversation with Laura Bechard, CEO & Business Growth Advisor, Provision Business Advisors on how hiring and managing people can help the accounting firms in achieving higher firm performance.
They discuss on following subjects:
The problems with CPAs face with hiring talented and performance
The changes in the profession and approach of staff of CPA Firms
Finding the right focus that helps you solve talented staff versus right staff
The podcast focuses on how your CPA firm in practice can achieve better performance through the right people.

Learning Objectives

To explore the core problem for your accounting firm performance challenge
To recognize changes in the profession and the required skills
To identify the right fit to meet the challenges of today and tomorrow
To recognize three problems that can result in the wrong hires
To explore how employee development and training can help solve the problem.
To find the dots connecting to higher performance

Course Qualification

Webinar Qualifies For

0.5 CPE Credit of Personnel/Human Resources for Certified Public Accountants (CPA-US)
0.5 General Credit of Personnel/Human Resources for Accountant/Bookkeeper/Tax Professionals
0.5 CPD Credit of Personnel/Human Resources for CPA in Canada
0.5 CPE Credit of Personnel/Human Resources for Certified Fraud Examiner (CFE)
0.5 PDC Credit of Talent management for SHRM Professionals (Approval No. 22-9FJKE)
0.5 CPE Credit for Certified Management Accountants (CMA)
0.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
0.5 CPD Credit for Chartered Accountant - ICAEW
0.5 CPD Credit for Chartered Accountants - Scotland
0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
0.5 CPD Credit for CPA - Ireland

Additional details

Course Level :

Basic
Credits :

0.5
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

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

Expert Speaker

Laura Bechard (CPA-CGA), CPA in Canada

Chief Executive Officer (CEO), ProVision Business Advisors

WHAT I DO: I help financial services, law firms, and accounting and bookkeeping firms stand out from the competition, grow their firm, and plan for a successful exit from their business. To get there, we advise on business improvements - a successful practice/firm, a culture of accountability, and an aligned team with a fulfilling personal life.

HOW I DO THIS: By working with firm partners, we provide world-class business advisory services to the firm and to ideal clients by white labeling, co-branding, or sponsorship.

WHY IT WORKS: Firms improve the productivity of teams. Clients become stronger by implementing our recommendations thus making them more loyal to the firm and in need of higher-value services. Keep your top A clients and improve your B’s and C’s.

WHAT OTHERS SAY: "I can’t say enough about the clarity she has brought. We’ve been in business since 2011 but I’ve learned more in the last year than all the prior years combined. Laura is a great advisor, and a successful business owner herself. She has talked me out of panic and into a solution many times."

WHO I WORK WITH: I work with financial services, law firms, and accounting and bookkeeping firms who want to improve organizational performance by removing friction in their people systems and improving compliance with business processes. We provide valuable, scalable business advisory services to their clients while maintaining their role as a trusted advisor.

EXPERTISE:

30+ years of business experience,
Value Builder Advisor,
Expertise in cash flow, finance, business routines/systems, operational excellence, hiring and performance management, transition management, and strategy (CPA, MBA, Change Management)
Governance (NFP) & grant writing
Exit planning
Acquisition Advisory

About Company

ProVision Business Advisors

provisioncoaching.ca/

Family Business Advising Services in Calgary

ProVision Business Advisors is a Canadian business services firm serving organizations, businesses and individuals in Western Canada. It is headquartered in Calgary, Alberta.

Founded in 2016, ProVision Business Advisors is unique in the field as it specializes in enhancing the life of business owners by helping them build value, successfully plan for exiting the business (sale or succession) and growing their families and team while contributing to their communities. ProVision Business Advisor’s spectrum of services include business education and training, consulting, coaching and business services.

Host

Chris Rivera

Director of Client Relations, Entigrity Solutions LLC

Christopher Rivera, Chris serves as a Director of Client Relations and Business Development at Entigrity. He is an expert at leading and managing teams actively from the front.

His expertise in sales, training, coaching, mentoring and influencing combined with his competitive nature makes him a strong leader.

Chris has traveled through the length and width of the country and has spoken with more than five thousand CPAs, understanding their challenges and limitations. On the grounds of that, he can now easily provide opinions and solutions that can be immensely helpful to professionals. He has also represented Entigrity at a number of major accounting conferences and networking events, voicing his thoughts on various subjects pertaining to the accounting industry, some of which are:

OFFSHORING RELATED TOPICS

Integrating offshore and onshore teams.
How offshoring can bring Multi-dimensional transformation change in accounting firms.
What roles can be shifted offshore.
Remote Working & Offshore Hiring for Accounting Firms.
Best Practices in Offshoring
What tasks to allocate while starting offshoring?
Interview Tips for Hiring Offshore Staf
How to Onboard an Offshore Staff Member

Entigrity is a global leader in providing outsourcing for accounting firms and one of the preferred outsourcing partners for 30 out of the top 100 US Accounting firms. With a large workforce of over 2000+ accounting experts, we are already assisting over 600 accounting & CPA firms in the United States and Canada.

The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that work from our offices in India. Entigrity has helped accounting firms in overcoming staffing challenges and building offshore teams.

The Company was recently inducted into the BDO alliance partnership and was the first company in this segment to become a platinum partner with IMA (The Association of Accountants and Finance Professionals in Business).

About Company

Entigrity Solutions LLC

www.entigrity.com/

Entigrity is a leading offshore staffing solutions provider to 600+ accounting and tax firms situated across the US, CA, and the UK). The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that works from our offices in India.

Headquartered in Sugar Land, TX, Entigrity has 7 offshore offices located across India; 3 of them in Ahmedabad and 1 each in Indore, Vadodara, Rajkot & Kochi. They are an ISO 27001:2013 certified organization for information security and ISO 9001:2013 certification for quality management. They exceed the standard compliances for best business practices in terms of information security and quality management. Entigrity has provided consultation/advice to over 3000 accountants and assisted them in converting some of their core challenges into opportunities.

Faq

FAQs content

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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.
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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.
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