Crosstrainer Learning

Top Ten Compliance Risks In An Employee Benefit Plan –

Plus, how to incorporate the use of Data Analytics on your EBP audits! The US Department of Labor and IRS continually find similar compliance and audit issues when performing reviews and examinations of employee benefit plan audits. A contributing factor may very well be the same old approach to testing. Data analytics allows auditors to …

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Prioritization Skills That Will Maximize Your Effectiveness

Presented in collaboration with Rampe Consulting! CPAs face unique challenges when receiving work from multiple managers and partners. Be more effective by learning the four inputs needed to prioritize work, and how to communicate your availability to meet workplace commitments. [Recommended Audience: Senior Associates] CPE Hours 1 CPE Designation PD For more information or to …

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Why Great Managers Are Coaches

Presented in collaboration with Rampe Consulting! Coaching is an essential tool in any effective leader’s toolkit. Learn why a coach approach has taken the business world by storm – and how you can start up-leveling your team immediately with coaching skills. [Recommended Audience: Managers] CPE Hours 1 CPE Designation Personnel/Human Resources For more information or …

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Essential Tools For Effective Leadership

Presented in collaboration with Rampe Consulting! Leadership can feel exhilarating, challenging, and downright frustrating. Sometimes all in the same day. Explore six leadership styles from the book Primal Leadership and the five behaviors from the Leadership Challenge model to understand how you can effectively lead others toward personal and organizational success. [Recommended Audience: Senior Manager] …

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How To Fast-track Your Career As A CPA

Presented in collaboration with Rampe Consulting! Learn the practical skills of developing a successful career as a CPA. We will explore things like the role of accountability, having a long-term plan, using your strengths and what management really wants to see in rising stars. [Recommended Audience: Senior Associates] CPE Hours 1 CPE Designation PD For …

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Innovation And The Freedom To Fail

Presented in collaboration with Rampe Consulting! In this session we explore the concept of failure, and research behind the traits that contribute to the highest levels of team effectiveness and innovation. Walk away with ideas on how you can measure and create an environment that fosters peak team performance and healthy communication. [Recommended Audience: Senior …

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