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Ep.#3 | Keys to a Successful Professional Career

  • CPA (US)
  • SHRM
  • HRCI
  • CPA in Canada
  • ACCA
  • CA - ICAEW
  • FPAC
  • IA LPA
  • CA - Scotland
  • CA - Ireland
  • CPA - Ireland
  • ME LPA
  • DE LPA
  • Accountant/Bookkeeper/Tax Professionals

Published : April, 2024

Video Image Thumbnail

Free (Only Today)

1 Credit

Subject Area

Personal Development

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • What you are really passionate about and where you wanna go
    5 mins
  • Soft skills directly contribute to overcome a professional challenge
    15 mins
  • One important advice- Be open
    24 mins
  • There is a strong co-relation between reading and success
    35 mins
  • An individual who can takes time and interest to share wisdom can be a mentor
    45 mins

Course Description

Welcome to another episode of 3 W.T.F. with Saul! Today, we're thrilled to have Jerry Maginnis. With over four decades of experience, Jerry is a seasoned professional who brings a wealth of insights into building a successful career across diverse professions. Get ready to glean invaluable wisdom from his journey!

Through a series of engaging lectures, interactive discussions, and practical exercises, we will explore the essential principles and strategies for building a fulfilling and successful career. From setting and achieving goals to navigating performance management processes effectively, we will gain valuable insights into key areas of personal development.

Central to the course is the exploration of feedback as a catalyst for growth and improvement. Participants will learn the art of giving and receiving feedback constructively, understanding its pivotal role in personal and professional advancement.

Step into the world of insightful conversations with industry experts on our weekly podcast series, W.T.F with Saul- subscribe now and stay tuned for more engaging discussions!

Link for the book being talked about in this podcast: Advice for a Successful Career in the Accounting Profession: How to Make Your Assets Greatly Exceed Your Liabilities

Key topics discussed:

  • Motivation Behind the Book
  • The Importance of Soft Skills
  • Navigating Challenges and Avoiding Burnout
  • Expanding Business Acumen
  • Networking and Relationship-Building
  • Evaluating Career Paths

Learning Objectives

  • Explain the importance of soft skills in building a successful professional career.
  • Identify the strategies to navigate challenges and avoid burnout in any profession.
  • Gain insights into expanding business acumen and understanding client or industry strategies.
  • Recognize the value of networking and relationship-building across various professions.
  • Evaluate different career paths to find the right fit based on personality and interests.

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Personal Development for Certified Public Accountants (CPA-US)
  • 1 General Credit of Personal Development for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Personal Development for CPA in Canada
  • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 24-KD4P4)
  • 1 RCH Credit of Global for Human Resource Certification Institute (HRCI) (Approval No. 667694)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit of Personal Development for Certified FP&A Professional (FP&A)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPE Credit of Personal Development for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Personal Development for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Personal Development for Delaware Licensed Public Accountant (DE-LPA)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • 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

Jerry Maginnis

Senior Advisor, Strategy and Growth, Centri Business Consulting, LLC

Mr. Maginnis serves as an Independent Director and the Chair of the Audit Committee for the Cohen & Steers Mutual Fund Complex. He is also a board member and Chairs the Audit Committee of inTEST Corporation (INTT; NYSE), a publicly traded technology company.

Jerry also serves as the Senior Advisor, Strategy and Growth to the CEO and leadership team of Centri Consulting LLC, a professional services firm. The Firm specializes in providing financial reporting, internal controls, valuation, technical accounting research and CFO advisory services to clients in a variety of industries. 

He is also an Executive in Residence at Rowan University, supporting the accounting program and coaching and mentoring students as they transition from academia to the business world. 

Jerry spent 36 years with KPMG where he was an audit partner serving a variety of clients and specializing in emerging growth companies. He led KPMG’s audit practice in Pennsylvania for five years and served as the Firm’s Philadelphia Office Managing Partner for the last eight years of his career.

Jerry is the author of “Advice for a Successful Career in the Accounting Profession, How to Make Your Assets Greatly Exceed Your Liabilities” published by Wiley and released nationally in October of 2021. The book is a resource for college and university students studying accounting, early career professionals and accountants of all ages. The book is also a helpful tool for accounting educators, state CPA societies and others focused on ensuring a strong pipeline of talent into the Accounting Profession.

Jerry previously served as the President of the Pennsylvania Institute of Certified Public Accountants (PICPA), a member of the Council of the American Institute of Certified Public Accountants (AICPA), a member of the Board and Treasurer of the AICPA Foundation and the Chairman of the PICPA Foundation. He is also a past chair of the Rowan University Accounting Advisory Board. He served as a board member of Gwynedd-Mercy University, Saint Joseph’s Preparatory School and the Union League of Philadelphia and The Faith in the Future Foundation, a non-profit organization focused on preserving Catholic education at the secondary level in the Philadelphia region.

About Company

Centri Business Consulting, LLC

centriconsulting.com/

We understand that you want to grow your business and reduce your risks. That’s why we offer solutions that can help you achieve your goals and meet your compliance needs.

At Centri, we leverage our experience in accounting, finance, and management with our knowledge of capital markets to give your business guidance when it matters most. Tailored to you, we provide accounting and advisory services designed for any stage of the business lifecycle.

Host

Saul Sony

Director - Partner Success, my-CPE

Saul Sony is the Director of Partner Success at MY-CPE, a leading continuing education platform serving professionals across Accounting, Tax, Audit, IT, Finance, and HR domains in the United States, Canada, and the United Kingdom. Saul’s dedication and expertise have been instrumental in advancing MY-CPE’s mission to provide high-quality, accessible, and affordable education to professionals worldwide. 

Under his leadership, MY-CPE has grown its offerings and reach, establishing itself as a leader in the field of professional education. Saul continues to explore new avenues to enrich the professional growth of thousands of learners, staying true to his passion for education and empowerment.

About Company

my-CPE

my-cpe.com/

myCPE is an online platform that offers continuing professional education (CPE) courses for accounting, finance, and tax professionals. It provides a wide range of webinars, self-study courses, and other learning resources to help professionals meet their CPE requirements and stay updated on industry trends and regulations. myCPE offers courses in various formats and topics, including accounting, auditing, tax planning, ethics, and technology-related subjects. The platform is designed to be convenient and accessible, allowing professionals to earn CPE credits at their own pace and on their preferred devices.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • 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.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • 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.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
  • For Refund and Complaint Resolution Policy, CLICK HERE.

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