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Leading Effective Meetings for CPAs (Course Id 1897)

QAS / Registry
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Author : Colten Christensen, Author
Course Length : Pages: 23 ||| Review Questions: 3 ||| Final Exam Questions: 5
CPE Credits : 1.0
IRS Credits : 0
Price : $12.95
Passing Score : 70%
Course Type: NASBA QAS - Text - Technical - NASBA Registry
Primary Subject-Field Of Study:

Management Services - Management Services for Course Id 1897

Description :

All practices consist of multiple individuals and groups working towards the success of the organization and their practice. To ensure that all employees are on the same page, meetings are sometimes required. There will be meetings consisting of only practitioners, others with only office members, and still other meetings that includes all employees who participate in the practice. The practice owner or other practitioner will typically lead these group meetings.

Leading Effective Meetings for CPAs is a course that will help CPAs to lead more effective meetings. This course will describe the purpose and benefits of using an agenda for all CPAs. This course will also describe and benefits of establishing ground rules for meetings and the importance of recording meeting minutes. Finally, this course will list the steps for effectively closing a meeting.

Usage Rank : 0
Release : 2021
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 20-Apr-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - Technical - NASBA Registry - 1897

Keywords : Management Services, Leading, Effective, Meetings, CPAs, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

At the end of this course, students will be able to:
  • Identify the leadership roles of the practice owner or managing partner.
  • Recognize the skills to be an effective leader.
  • Identify the importance of being an effective communicator.
  • Identify the importance of recognizing culture and power in an organization.
  • Recognize the techniques to resolve conflicts.
  • Identify the different approaches that can be used to motivate the office staff.
Course Contents :

Chapter 1 - Leading Effective Meetings for CPAs

Course Learning Objectives


Project Manager Skills

Executing Process Group

Leading Effective Project Meetings

Effective Meeting Principles



Meeting Agenda




Types of Meetings

Meeting Agenda

Creating a Meeting Agenda Exercise

Meeting Ground Rules

Scheduling Group Meetings

Scheduling Group Meetings

Types of Meeting Reminders

Meeting Time Limits

Meeting Minutes

Leaders Must Arrive Early

Reporting on Commitments

Group Participation


Different Points of View

Meeting Language

Keep the Meeting Positive

Handling Heated Exchanges

Staying on Topic

Concluding the Meeting

After the Meeting is Over



CPE Management Services Course: https://www.cpethink.com/practice-management-cpa-courses
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