Leading Effective Meetings for CPAs (Course Id 1897)

• Who is this course for?
  This course is for CPAs and others needing Continuing Professional Education (CPE) who lead or participate in accounting practice meetings and want to improve their ability to conduct effective, productive meetings.
• What is this course about or what problem does this course solve?
  This course teaches CPAs how to lead more effective meetings by applying six effective-meeting principles, using agendas, establishing ground rules, recording meeting minutes, encouraging participation, handling differing viewpoints and heated exchanges, staying on topic, and properly closing meetings.
• Where can the knowledge from this course be used?
  The knowledge can be applied in accounting practice meetings involving practitioners, office staff, or the entire practice, including situations where CPAs need to plan meetings, facilitate participation, manage conflict, document outcomes, and follow up on commitments.
• Why is this course important to a CPA or Accountant?
  This course is important to a CPA or Accountant because effective meetings help keep practice employees aligned, improve communication and participation, clarify commitments, and provide practitioners with practical leadership techniques for managing meetings successfully.
• When is this course relevant or timely?
  This course is relevant whenever a CPA or accounting professional is responsible for organizing, leading, or participating in practice meetings, particularly when agendas, ground rules, meeting minutes, time management, group participation, conflict management, or effective meeting closure are needed.
• How is a course like this consumed or used?
  This is a QAS Self Study text course consisting of 23 pages, three review questions, and a five-question final exam; learners study the material at their own pace and must pass the final exam with a score of at least 70% within one year of purchase to earn 1.0 CPE credit.

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.

Course Learning Objectives

At the end of this course, students will be able to: