I can’t log into my account:

The credentials to log into your my-CPE account is your email address used during account signup and the password. If you are still facing any issue, it could be a browser issue as well. We recommend using Google Chrome. If the issue persists, please reach out to us via email support@my-cpe.com or contact our support team through live chat support. Our support team is available Monday to Friday from 09:00 AM – 04:00 PM EST. If you signed up on myCPE and are not able to log into your account, please make sure that you’re entering your correct registered credentials. If you’re still facing issues with logging in, please try logging in through a different browser. If the issue persists, please drop an email to support@my-cpe.com or contact our support team through live chat support.

I’ve logged in my account but how to register for webinars?

Once you log into the account, simply scroll down to view the upcoming webinars. There is a Register Button against each webinar. Once you click on register, you will receive a prompt as well that you have registered for the webinar. Here’s a screenshot of the registration confirmation for your easy reference: In case you do not receive the prompt for a webinar you are trying to register, please contact our support team via email to support@my-cpe.com or through live chat support. Kindly note that for paid webinars, you will be redirected to a payment screen where you can pay using Visa, Mastercard or AMEX. Once payment is successful, you will be redirected back to the website with the registration confirmation. Once logged in, scroll down to see the list of upcoming webinars. Click on the register button for the webinar that you’re interested in to register yourself. If you’re still facing difficulty logging in, please contact our support team at support@my-cpe.com or contact our support team through live chat support.

Can I attend a webinar using my phone? If so, how?

Yes. You can attend a webinar using your phone however, you will be required to download an additional application called ‘GoToWebinar’ which is available on Google Play Store as well as the Apple App Store. Once the application is successfully installed, simply go to your mobile browser and log into your myCPE account like you would on a desktop. Go to the ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab, go to the webinar you wish to attend and click ‘Join Webinar’. It will redirect to the ‘GoToWebinar’ application and you will be able to join the webinar as well as submit polling questions. You can log in using your phone. Go to my-cpe.com and log in the way you normally do on your computer. Go to the webinar you’ve registered for and click on the ‘Join Now’ button. Once clicked, it’ll prompt you to download the GoToWebinar application through which you can attend the webinar.

Is there any way to assure that I would be able to access the registered webinar?

When you register for any webinar, you receive an email confirmation with a link to join the webinar at the scheduled time. Also, the registered webinars are visible in you myCPE login in ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab myCPE recommends that you check your digital device is compatible with the GoToWebinar software prior to attending the webinar.

How can I update/edit my account information?

To update or edit your account information, first, log into your account and then go to the My Account > My Dashboard > Profile. Here, you’ll be able to update your account information except for your email address. To change your email address, you will need to email us at support@my-cpe.com

How can I update my PTIN?

To update your PTIN, first, log into your account and then go to the My Account > My Dashboard > Profile. Here, you’ll be able to update your PTIN. PTIN is an 8-digit number followed by P. For example, P12345678 could be a valid PTIN number.

How many CPE credits do I need to earn?

The number of CPE credits required purely depends upon your board requirements. If you’re a CPA, you can click here to know more about it. If you’re an Enrolled Agent or a Tax Professional, go to this page.

What is the different between CPE and CE credits?

CPE credits are governed by NASBA regulations and CE credits are governed by IRS regulations. Enrolled Agents, Enrolled Retirement Plan Agents and other tax return preparers approved by IRS are required to obtain CE credits. CPE credits are required for CPAs. We are approved by NASBA and IRS for publishing webinars for CPE and/or CE credits. Not all webinars qualify for CPE and CE credits. Therefore, each webinar mentions how many CPE and/or CE credits is it eligible for.

To earn your CPE credits, you need to fulfill the attendance requirements laid down by NASBA. The guidelines state that the participant is required to remain logged into the webinar as per the NASBA minimum time requirements and answer all the poll questions. Only when both the conditions are fulfilled does a participant become eligible for the CPE credits. The following table contains the NASBA Minimum time requirements and no. of polling questions that need to be answered for available CPE credit. Kindly note that you will be required to complete an evaluation form before receiving your CPE credits:

When is CE reported to the IRS?

It is the responsibility of the webinar participant to provide a valid PTIN number on the myCPE account. Further, you also have to ensure that the webinar you are enrolled for is eligible for CE credits. It is important to note that to earn your credits, the time and polling requirement for the IRS CE and NASBA CPE are the same. Though, IRS does NOT issue partial credits. This means that the webinars of 90 minutes and 150 minutes would earn you only 1 CE and 2 CE, respectively. You will not earn 1.5 CE and 2.5 CE for the webinar. myCPE reports the details of CE credit to IRS at the IRS designated schedule – mostly at the end of the quarter.

I attended a webinar but it shows in the ‘Did not Attend’ section.

If you registered for the webinar and it shows that you didn’t attend, it could mean two things: 1) You didn’t answer all the polling questions 2) You haven’t filled and submitted your evaluation form. In both cases, you won’t be able to get your credits. In case you submitted your polling questions and evaluation form and still show the webinar in the ‘Did not Attend’ section, please submit your query to support@my-cpe.com or contact through our chat support on the website.

NASBA Fields of Study

myCPE is in compliance with NASBA’s latest guide on the CPE fields of study. All CPE-approved webinars on myCPE are approved by NASBA. We recommend checking with your State Board as it has the final authority on the approval of courses for CPE credit. An explanation of the changes to the Fields of Study is available at www.nasbaregistry.org

State CPE Requirements

As the state CPE requirements vary from state to state, we recommend CPAs to follow their state requirements. click here to find out about the CPE requirements.

How long does it take to receive an evaluation form?

The evaluation form will be sent to attendees in the next 24 hours after the webinar has ended. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the webinar and answer all the polling questions. Typically, it takes up to 24 hours for us to send an evaluation form. There could be a delay in cases where.

I didn’t receive an evaluation form email.

Please note that it takes up to 24 hours to send the evaluation form. If 24 hours have elapsed and you haven’t received an email, please check your Spam or Junk folder. It could also happen that your email server could’ve blocked our emails. In that case, you must whitelist our domain mycpewebinars.com. in order to receive our emails. If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

How can I download my CPE Certificate after attending a webinar?

Within 24 hours of completion of your webinar, you shall receive an evaluation form via email. Once you have completed the evaluation form, you will be able to download the credit certificate from myCPE account under the ‘MY CERTIFICATE’ tab.

I don’t see a certificate in the ‘My Certificate’ tab. What should I do?

If you don’t see a certificate in the ‘My Certificate’ tab, it could be due to three reasons: 1) You haven’t filled and submitted your evaluation form. 2) You didn’t answer all the polling questions. 3) If you have submitted your evaluation form and answered all polling questions, there could be a technical error. In this case, please send us an email at support@my-cpe.com or reach out to us through chat support on our website.

I’m not getting reminder emails from myCPE.

In case you’re not receiving emails from myCPE, please check your Spam/Junk folder. If you’ve registered your professional id, your email server could be blocking the emails. In that case, you must whitelist our domain mycpewebinars.com.

I want to register for a Premium webinar but is it secure to make a payment?

myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption and are not stored by us.

How can I reset my password?

If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password. Kindly note that the password reset email link is only valid for 60 minutes from the receipt of the email. In case the time has elapsed, you will need to request a new password recovery link from the ‘Forgot Password’ link.

Is myCPE a board approved platform?

myCPE is a NASBA & IRS approved continuing education platform. It means that the courses on myCPE are approved by NASBA, IRS, CFP, CMA, CTEC, IIA and other state accountancy boards. Subsequently, CPE/CE Credits along with the certificates that you get, are NASBA & IRS approved.

How do I contact myCPE support?

Primarily, there are two ways you could contact our support team. The first one is through live chat support. You could drop a message on the chatbox on our site and the customer support executive will get in touch with you. Please note that the chat timings are 9:00 AM to 4:00 PM EST. The second method to contact our support team is through email. You could send an email to support@my-cpe.com for your queries and issues.

How do I become a speaker on myCPE?

It’s one of our fundamental objectives to bridge the gap between the speakers and professionals. Although there are certain guidelines for becoming a speaker on myCPE, we welcome new speakers with open arms. Please drop us an email at andy@my-cpe.com if you’re interested in becoming a speaker on myCPE.

Problem Solving and Decision Making | CPE Credit

4.3 (8)

Ross Maynard

Ideas2Action Process Excellence Ltd

CPA Canada
CIA
CPA

Published: April, 2020

1 Credit

Subject Area

Personal Development

Webinar Qualifies For

1 CPE credit of Personal Development for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Selfstudy Webinars

ppp loans- forgiven, but not forgotten

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retirement plan beneficiary disasters and how to avoid & fix them

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practical guide for understanding critical concepts of trusts and estates

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the secure act is now law: are you fully prepared? the ten-year rule – everyone needs to reconsider everything! a new presentation filled with fresh ideas

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the efficacy and application of 30 common trusts

(5) View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

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introduction to financial & estate planning for iras

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how to accurately prepare the 709 gift tax return

(1) View Details

passive activity loss limitations: working with the complex pal rules & real estate tax issues.

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pooled income funds: the best kept secret in planning from the shallow end to the deep end

(20) View Details

not your grandma’s crt: using charitable planning tools to solve business problems

(13) View Details

estate tax planning for a lower estate tax exemption

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qualified business income deduction - everything you need to know

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caseview fundamentals

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ethics: 7 questions you must ask of every job candidate

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You need to register for the webinar to watch the video.

Click Here to Register

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

Overview

Thinking Styles

9 mins
Steps to Creative Problem Solving

19 mins
Analyse the Problem

27 mins
Presenting Performance Data

34 mins
Generate Ideas

38 mins
Test and Decide

42 mins
Benefits Realisation

51 mins
Think Outside the Box

56 mins

Course Description

There is a well known saying which states: "If you continue to think like you’ve always thought, you’ll continue to get what you’ve always got."

It is easy to get stuck in a decision-making rut. We gather the same old group together and come up with much the same solutions to problems that we have done before. The danger is that our competitors are thinking more creatively. Markets and business practices are changing fast, and organizations need to be more creative in their approach to problem-solving and decision making. The purpose of this course is to help you, and your team, think more creatively in its problem-solving efforts. The topics covered include:

The different thinking styles people use when making decisions
Tools to help in creative problem-solving and decision making
The Benefits Realization approach to problem-solving and decision making
A structure for creative problem-solving and decision making
Top tips for creative problem-solving
How to start thinking outside of the box

Better thinking brings better results. Develop more creative approaches to problem-solving and decision making in your organization with this course now.

Learning Objectives

To recognize why organisations need to be creative in their problem solving and decision making
To identify the different thinking styles that people use when making decisions
To recall the step by step method to creative problem solving and decision making
To identify the tools that help in creative problem solving and decision making
To recognize the Benefit Realization approach to problem solving

Who Should Attend?

Accountant
Accounting Managers
Bank Managers
Compliance Managers
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial CPA
Innovation Manager/Director
IT Managers
Risk Managers
Tax Managers
Young CPA

Testimonial

4.3

(8)

38%

50%

13%

Problem Solving and Decision Making

Subject Area

Personal Development

Webinar Qualifies For

Selfstudy Webinars

You need to register for the webinar to watch the video.

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

Overview

Course Description

Learning Objectives

Who Should Attend?

Additional details

NASBA APPROVED

About Presenter

Ross Maynard

About Company

Ideas2Action Process Excellence Ltd

FAQ

Refund/Cancellation Policy

Testimonial

4.3