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Change Management: The Process To Enhancing A Successful CPA Practice

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


  • What is Change Management?
    4 mins
  • Prefrontal Cortex
    12 mins
  • Fostering Change Sustainability for Your Practice
    23 mins
  • Practice Patience
    35 mins
  • Five Effective Ways to Foster Change
    42 mins

Course Description

The pace of change is accelerating. For most firms, a significant catalyst is the need to address the impacts of the pandemic on your firms and your people.

Change management is the daily vitamin of your organization. People working together to create superior service to clients is your daily dose of caffeine that keeps the practice going.  Together, they give you a sustainable model for success.

People are the heart of a firm while the process of change management is the blood that moves with each pulse of the heart of the firm.

When everything is flowing smoothly the practice thrives. The reality is that without consistency of a change strategy in place, little by little vital components of the process will break down.  It comes down to changing people’s mindsets, behaviors and habits to carry out the process on a continuous basis. 

Is there a way to revitalize your firm's success with clients through a thriving culture through change management? Come learn and how to apply the process to build a successful business model through change management principles.  

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Learning Objectives

  • Learn to implement change step by step with staff to better support each other's roles through core values that reflect with superior service to clients
  • Learn to align resources that best support staff to learn and grow that reflect in higher productivity and service 
  • Learn to use change management as an investment and not  as an expense to grow your firm's business 

Who Should Attend?

  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Young CPA