Key Strategies for Accounting and Tax Professionals to Manage E-mail Overload

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPM (CA)
  • CPA (US)
  • CA - ICAEW
  • PCP
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: December, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • E-mail reality the troubling statistics
    9 mins
  • your starting point?
    26 mins
  • Key strategy: The clutter buster!
    28 mins
  • Taming e-mail Decision tree
    54 mins
  • Don't be a Blinger
    76 mins
  • Manage CC's, forwards, Replies
    90 mins

Course Description

THIS TAX SEASON, INCREASE YOUR WORK PRODUCTIVITY BY EFFICIENT EMAIL MANAGEMENT.

E-mail is among the most powerful productivity-enhancing tools available to an organization as well as one of the biggest sources of pain and lost productivity, with managers and professionals getting buried deeper and deeper under a continuing stream of e-mail every day. In fact, the average professional spends at least two hours per day dealing with e-mail, with more than 25% of users checking their inbox a minimum of 20 times every day—and yet, surprisingly, less than 3% of the U.S. workforce has had training on how to manage e-mail.

This 2 hour webinar is specifically developed for accounting and tax professionals which includes strategies for effective e-mail management, organization, and prioritization that have helped literally thousands of business professionals regain control and sanity with their e-mail activities. With the help of this webinar your are guranteed to see the tangible results if you are dealing with a messy, unproductive desk and office, and a "busting out" e-mail account.

MAJOR HIGHLIGHTS 
  • Effective e-mail management.
  • Organization & prioritization of emails.
  • Proven system for getting and keeping your e-mail account to 20 messages or less.
  • End the endless number of CC's
  • Training subordinates to handle urgent  & critical messages professionally.
  • Identify items for "proactive procrastination"
  • Strategy  to reduce the amount of SPAM emails

CASE STUDY
See why one client found that the average attendee to this program reported saving 2+ hours PER week (that is per employee!), and why many attendees report literally thousands less e-mails in their inboxes within a couple weeks of taking this program!

Learning Objectives

  • Understand the nature of e-mail & information overload in today's workplace
  • Have a strategy for “splitting” work, personal, and junk/spam e-mails for greater efficiency
  • Use a very simple “rule” for managing all incoming e-mail that allows for both greater speed and prioritization of those messages and embedded tasks
  • Learn how to convert e-mails quickly into tasks, contacts, and calendar items
  • Use embedded functions inside of your e-mail that allow you to “automate” responses to certain common activities/messages

Recommended For

  • This Online CPE webinar is recommended for CPAs who desire to support their clients with better communication and marketing services

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPE Credit for Certified Government Financial Manager (CGFM)
  • 2 CPE Credit of Communications & Marketing for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Payroll Managers (CPM)
  • 2 CPE Credit for Payroll Compliance Practitioner (PCP)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookeeper
  • 2 CPD Credit for CA - ICAEW
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)
  • 2 CPE Credit of Communications & Marketing for Certified Fraud Examiner (CFE)
  • 2 CPD Credit of Communication for Chartered Professional Accountant (CPA Canada)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • 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

Randy Dean, MBA

, Randall Dean Consulting

Randy Dean, The E-mail Sanity Expert®, is a professional speaker and expert on time & e-mail management, effective organization, and the related use of technology. For more than 25 years, Randy has been leading training and speaking programs for major corporate, university, association, and government audiences. Obsessed with time management and personal productivity, he left a successful career as a graduate program admissions director, professional marketer, and manager to become a leading speaker and trainer. The author of the recent Amazon bestseller, Taming the E-mail Beast, he has led programs for thousands of satisfied and inspired students, managers, and professionals on being more productive with their time and life. His highly informative and entertaining speaking and training programs leave audience members with immediately-usable tools, strategies, and skills on how to better manage their time, technology, and information overload following their program experience.

Randy is best known for his programs on time, project, people, and especially e-mail management using popular tools like Microsoft Outlook, Gmail/Google apps, and smart phones & tablets. His speaking and training programs are consistently some of the highest-rated programs for the many clients he speaks for, including major conferences/conventions, Fortune 500 organizations, top universities, governmental agencies, and leading nonprofits -- basically anyone struggling to better manage their time, e-mail, smart phone/tablet devices, Google productivity apps, and/or Microsoft Outlook. (And he makes these topics fun and engaging too!)

He has previously been interviewed by the Washington Times, Detroit News, The Globe and Mail, Business Week Online, and numerous other media outlets, including radio, television, newspaper, and blog sites. He is a member of the National Speakers Association (NSA) and Michigan Society of Association Executives.


About Company

Randall Dean Consulting

www.randalldean.com/index.html

Randy Dean, The E-mail Sanity Expert®, is a professional speaker and expert on time & e-mail management, effective organization, and the related use of technology. For more than 25 years, Randy has been leading training and speaking programs for major corporate, university, association, and government audiences. Obsessed with time management and personal productivity, he left a successful career as a graduate program admissions director, professional marketer, and manager to become a leading speaker and trainer. The author of the recent Amazon bestseller, Taming the E-mail Beast, he has led programs for thousands of satisfied and inspired students, managers, and professionals on being more productive with their time and life. His highly informative and entertaining speaking and training programs leave audience members with immediately-usable tools, strategies, and skills on how to better manage their time, technology, and information overload following their program experience.

Randy is best known for his programs on time, project, people, and especially e-mail management using popular tools like Microsoft Outlook, Gmail/Google apps, and smart phones & tablets. His speaking and training programs are consistently some of the highest-rated programs for the many clients he speaks for, including major conferences/conventions, Fortune 500 organizations, top universities, governmental agencies, and leading nonprofits -- basically anyone struggling to better manage their time, e-mail, smart phone/tablet devices, Google productivity apps, and/or Microsoft Outlook. (And he makes these topics fun and engaging too!)

He has previously been interviewed by the Washington Times, Detroit News, The Globe and Mail, Business Week Online, and numerous other media outlets, including radio, television, newspaper, and blog sites. He is a member of the National Speakers Association (NSA) and Michigan Society of Association Executives.


Faq

FAQs content

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