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Accountants: How to Respond to a Critical or Upsetting Email

  • ACCT/BK
  • CPA (CA)
  • CFE
  • CGFM
  • CISA
  • CPA (US)
  • HRCI
  • SHRM
  • CFIRS
  • CWS

Published: March, 2022

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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

  • What are the costs to the organization of writing upsetting emails?
    4 mins
  • Where is the person coming from?
    10 mins
  • Do you have a policy for dealing with crossed boundaries?
    16 mins
  • What process could Jason follow?
    28 mins
  • What would you do?
    35 mins

Course Description

Recommended for CPAs, finance professionals and staff.

Wouldn’t it be awesome if the only feedback we got from our co-workers, bosses and clients was glowing? Unfortunately this is not the case & for most of us, feedback is a pretty equal mix of positive and negative. We open our inbox in a calm frame of mind and then, Pow! We read an email that sets our blood boiling. Whether the email is critical, insulting, or just plain upsetting, we are left shaken and tempted to bite back.

While it’s unlikely you’ll ever get away from criticism (constructive or otherwise), you can change the way to respond to it. And your response will have a huge impact not only on your reputation but also on your professional life. The best way to think of any criticism is to see it as an opportunity to improve.  

This 1 hour CPE webinar on Communications and Marketing will help you to :

  • Learn strategies for dealing with upsetting emails.
  • Review the process of responding (or not responding) to the email
  • Tips about managing our emotions while responding. 

PRO TIP : Don't use all capital letters in any portion of your email, as this is perceived as the equivalent of shouting at the recipient. 

Learning Objectives

  • To identify the core principles of responding to upsetting emails.
  • To analyze the writer of an upsetting email.
  • Mastering a four-step process to responding appropriately to a critical email.
  • To understand when to respond and when not to respond to the emails
  • To learning tools for mastering the feelings that an upsetting email evokes

Recommended For

  • This Online CPE webinar is recommended for CPAs who desire to learn strategies for dealing with upsetting emails for better communication.                                                                                                      

Who Should Attend?

  • Accountant
  • Accounting Managers
  • Bookkeeper
  • Certified Management Accountant (CMA)
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • HR Professionals
  • Others
  • Senior Accountant
  • VP Accounts
  • VP Finance
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Communications & Marketing for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit for Certified Fraud Examiner (CFE)
  • 1 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1 CPE Credit for Certified Information Systems Auditor (CISA)
  • 1 PDC Credit for SHRM Professionals (Approval No. 22-2NNSX)
  • 1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 591213)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper (ACCT./BK)

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

About Presenter

Elizabeth Danziger

Founder, Worktalk Communications Consulting

Elizabeth Brenner Danziger, founder of Worktalk Communications Consulting, enables people to achieve success through better writing. Improved writing means greater productivity, better customer service, quicker adoption of internal initiatives, fewer misunderstandings, faster completion of key work and enhanced relationships. Ms. Danziger has trained business people throughout the U.S. and has worked with executives from many major corporations. She brings 28 years of experience to her work. Danziger's clients include a wide range of businesses, including professional service firms such as Sullivan and Cromwell; Nixon Peabody; Ernst and Young; PragerMetis; RBZ; CohnReznick; Miller, Kaplan, Arase and others. Ms. Danziger's clients develop a keen insight into their product or service and see how to convey their message clearly. They learn techniques that help them build more powerful relationships through the written word. In addition, they learn practical ways to get to the point and write successfully. In email seminars, participants master three elements of effective email: clear writing, good judgment and efficient productivity. Ms. Danziger received her B.A. from Pomona College in Claremont, California and holds a Certificate of Executive Education from the UCLA Anderson School of Business. She has written four books, the most recent of which is Get to the Point!, which was originally published by Random House and is now in its second edition. Her work has been published throughout the world.

About Company

Worktalk Communications Consulting

worktalk.com

Elizabeth Danziger received her degree in Philosophy and Asian Studies from Pomona College in 1977. Immediately after college, she began work on her first book, The Hand Book, which was published by Ten Speed Press in 1980. A sequel soon followed, and Elizabeth was busy writing magazine articles for magazines such as Readers Digest, Family Circle, Glamour, Self, and Cosmopolitan. She also edited a vast range of documents, from one-page thank-you notes to 1,000-page books.

She began work on the self-help book that became Winning by Letting Go. The book was published in 1985 by Harcourt Brace Jovanovich. During this time, Elizabeth became restless with the world of self-help; she longed to work where people were making the world happen. For her, that meant going into the business world.

She did extensive research on language training, live training, and the English language, and created a course that remains the backbone of the Worktalk programs today. She launched Worktalk in 1987 and has built the business steadily since then. She subsequently wrote articles for Personnel Journal, Training & Development, and Journal of Accountancy.

Realizing that she needed further education about business, Elizabeth earned a Certificate of Executive Education from UCLA’s Anderson School of Business in 1997. She continues to attend professional development programs and is active in the Anderson alumni network, as well as in Professionals in Human Resources Association (PIHRA), Association for Talent Development (ATD), and ProVisors.

She continued to write Writamins monthly writing tips every month from the mid-1990s. At the urging of a client, she decided to synthesize her training program and the Writamins into a new book on business writing. That project became Get to the Point!, which was published by Crown/Random House in 2001. This easy-to-read guide to business writing found a home in many organizations. In 2011, Elizabeth published the second edition of Get to the Point!.

Elizabeth’s personal life grew with the business. She and her husband raised four children, all of whom, she is proud to say, are good writers.

In 2016, Elizabeth brought her daughter, Emma Fialkoff, into the business as an associate trainer and curriculum designer. Emma has brought invaluable energy and talent to Worktalk.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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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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