As teams transition to remote working, the way we work together is changing. In this session we will discuss the concept of “virtual meetings.” We identify when meetings are appropriate and when other forms of communication are better. The group will discover key characteristics of effective virtual meetings and develop a step-by-step plan to prepare […]
Leading Virtual Meetings Read More »
Presented in collaboration with Mindful-CPA! What is Lean and why should we care? In this webinar, Sunish Mehta will introduce the various methods and tools of Lean Initiatives that have been practiced in various industries and how we can apply these methods and tools to our practices, our firm and our clients. Methods discussed will
Lean: The Accountant’s Initiative Read More »
Presented in collaboration with Mindful-CPA! In today’s business environment, change is name of the game. The real innovators that come out successful from any transition are those who learn, unlearn and relearn. In this webinar, Sunish Mehta will discuss Change Management and its core technique of integrating People, Process and Technology (P.P.T.). Participants will be
People. Process. Technology. A Change Management Approach Read More »
Presented in collaboration with Mindful-CPA! Being an effective Controller is much of an art vs. a science. In this session, Sunish Mehta proposes conceptualizing this role as the Art of Controlling. Focusing on true integration of finance with operations can play a vital role in realizing the real potential of the value chain of an
Controlling – An Art for Business Improvement Read More »
Presented in collaboration with Mindful-CPA! The role of the Accountant is changing as we speak with the advent of new technologies, artificial intelligence and the cloud. In this webinar, Sunish proposes that the Accountant is really a Business ‘Intelligist’ and can truly make a difference in any organization’s bottom-line by playing a key role in
The Accountant – A Business ‘Intelligist’ Read More »
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
Top Ten Compliance Risks In An Employee Benefit Plan – Read More »
Not for profit organizations have quite different strategic objectives as compared to commercial enterprises. They often have differing and unique risks. In this webinar, we will discuss those unique risks and, most importantly, we will discuss what the auditor can do to respond to those risks and by doing so reduce the audit risk in
Unique Risks In Auditing Not For Profit Organizations Read More »
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
Prioritization Skills That Will Maximize Your Effectiveness Read More »
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
Why Great Managers Are Coaches Read More »
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]
Essential Tools For Effective Leadership Read More »
