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Working Better Together

  • CRMA
  • CFE
  • CIA
  • CMA
  • CPA (US)

Published: May, 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

  • Who's working remote
    3 mins
  • Ways we connect remotely
    13 mins
  • Video best practices
    26 mins
  • Performance Art
    38 mins
  • Coworking and Collaborative workspace
    44 mins
  • 5P's of Meeting
    50 mins
  • The great reset
    52 mins

Course Description

Michael Jordan once said: “Talent wins games, but teamwork and intelligence wins championships.”

Working as a team allows the exchange of ideas, help dealing with big projects, and follow through goals that were established. A good team consists of open communication, clear vision, clear group roles – and having all together always is never a coincidence. A long, long time ago we would simply call, email or poke our head into someone’s work space to collaborate. But now? The options are endless, somewhat confusing, and ever-shifting. 

In this CPE webinar for CPAs we will cover ways to connect, what works well, what doesn’t and more important how to maximize our communication efforts. 

The Key Topics included in the CPE webinar are as follows: 

  • Who’s working remote
  • Who’s in the office
  • Who likes working from home
  • Ways we connect remotely
  • Video best practices
  • Meeting’s 5P’s
  • The great reset

Recommended for: 

This Human Resource CPE webinar for CPAs is recommended for.

Learning Objectives

  • To recall synchronistic and asynchronistic ways of connecting remotely.
  • To identify best practices for communicating with colleagues virtually.
  • To recall the benefits of collaborative workspaces.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Managers
  • Auditors
  • Certified Fraud Examiner
  • Certified Management Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPE Credit for Certification in Risk Management Assurance (CRMA)
  • 1.5 CPE Credit for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Accounting & Auditing for Certified Internal Auditors (CIA)
  • 1.5 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Human Resources for Certified Public Accountants (CPA-US)

Presenter

About Presenter

Frank Castillo

Certified Public Accountant (CPA) Frank Castillo CPA

About me? I am the proud son of Francisco and Mercedes Castillo, two courageous Cuban immigrants who sought and found the American Dream. I was born in Boston, MA on April 15th; needless to say, my future as a CPA was predetermined!

My specialty? Restoring the natural balance of daily life by offering continuing education to awaken your mind during the day.... and deliver consulting services so you can sleep better at night.

My approach? Delivering on promises with integrity, thoughtfulness, and joie de vivre!

  • Author of over 250 continuing professional education courses across various fields of study including personal development, accounting, taxation, regulatory ethics, economics, technology, and finance. Course delivery methods include self-study text, webinars and Nano offerings.
  • Provide “Personal CFO” services to high net worth individuals, including executives, entrepreneurs, professional athletes, and performing artists.  Tailor client specific solutions utilizing comprehensive tax and financial planning strategies.

I have had the true pleasure of meeting so many talented and generous people over the past 30 years. Four of my absolute favorites are my wife Andrea and my three children (Amanda, Dominick, & Mary) who remind me on a daily basis that laughter truly is the best medicine!

Thank you for taking the time to find out more about me. I look forward to hearing from you.


Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • 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.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • 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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