Change Management: The Process To Enhancing A Successful CPA Practice

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • HRCI
  • SHRM
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: September, 2021

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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 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 

Recommended For

This online webinar is recommended for all the CPAs in practice, SHRM & HRCI Professionals, and Other Professionals who wants to grow their business and have a successful practice

Who Should Attend?

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

Course Qualification

Webinar Qualifies For

  • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 22-2QGTT)
  • 1 RCH Credit of Business for Human Resource Certification Institute (HRCI) (Approval No. 583258)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)

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

Christopher Salem

Chief Executive Officer (CEO), CRS Group Holdings, LLC

Christopher Salem is an Executive Coach, Corporate Trainer, and Professional Speaker mentors C-Suite, CPAs, Financial Advisors, Physicians, and other business leaders to build and protect their brands by raising their level of influence as trusted advisors to maximize their results.  He also works with companies to create an interdependent work environment and thriving culture through a growth mindset foundation, effective communication, transparent leadership, and higher engagement.  

His book Master Your Inner Critic / Resolve the Root Cause – Create Prosperity went international best seller in 2016. He also co-authored the recent edition to "Mastering the Art of Success" with Jack Canfield. His weekly radio show Sustainable Success is part of the Voice America Influencers Channel.  Chris is also an accomplished business & emotional intelligence strategist, award-winning author®, certified mindset expert, radio show host & media personality, and wellness advocate.  

He works with organizations such as such as JP Morgan – Chase, Ralph Lauren, GE Research, UTC - Pratt & Whitney, Raytheon, Microchip Technologies, Anthem, US Census Bureau, United Healthcare, Laticrete Corporation, Hubbell Corporation, Conning & Company, Foxwoods Casino, and NYPD Forensics Department including universities such as University of Hartford, Westchester Community College, Bay Path University, Worcester State University, and spoke on overcoming limited beliefs for peak performance at Harvard University’s Faculty Club and US Senate.

About Company

CRS Group Holdings, LLC

www.christophersalem.com/

Executive coaching for business leaders looking to grow personally and with their business through building their brand by raising their level of influence as trusted advisors. This starts with building a success foundation from a growth mindset eradicating self limited beliefs that are holding you back.

Coaching and consulting with companies of all sizes to build an interdependent work community and culture that leads to greater engagement, innovation, productivity, and revenue. This is facilitated through establishing core values to build a collaborative work environment facilitated through effective communication and transparent leadership principles.

In addition, we work with entrepreneurs, start ups, and companies as to many aspects of the lifecycle or business. This includes developing business plans, investor presentations, business strategy, marketing & influence strategy, value statements, conduct business valuation, and exit strategy.

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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