A fast-paced course that is sure to provide valuable knowledge to every Excel user.
With Bryan L. Smith, CPA.CITP, CISA, CPA Crossings
Thursday, Dec. 4, 9 am ET
8 CPE
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Get Your Team Rowing in the Same Direction
With Jennifer Howard Elder, CPA, MS, CMA, CIA, CFF, The Sustainable CFO
Wednesday, Oct. 14, 2:30 pm ET
2 hours, 2 CPE
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Learn how finance can help to communicate your organization’s business strategy throughout the entire company, enabling greater accountability and better strategically aligned decision-making.
Learn rolling forecasts, driver-based planning, and operational planning.
With Steve Player, Founder and Implementation Director, The Player Group
Monday, Oct. 19, 1 pm ET
4 hours, 4 CPE
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Participants will learn to move beyond budgeting into rolling forecasts, driver-based planning, and operational planning—all needed to provide more future visibility and change finance’s role from reactive to proactive and strategic.
CPA Trendlines expert contributor shows how to make more money with the clients you already.
Eileen J. Kennedy, CEO of The Kennedy Factor, demonstrates how to create a consistent, exceptional, customized, and memorable client experience in the Age of the Coronavirus.
MORE VIDEO from CPA TRENDLINES: Three Hidden Surprises in PPP Loan Forgiveness | Judy Trepeck on How to Think Beyond Accounting, with Steven Sacks | Attaching Files to a Chat or Post in MS Teams | How to Add Visuals to a Message in MS Teams | Bill Reeb: New Rules for the COVID Era | Composing Text Messages in MS Teams | When COVID ‘Got Real’ | The COVID Outlook: A Long, Slow Climb back to Recovery | Composing Chats and Posts in MS Teams | How to Fight COVID-19 ‘Fear’ and ‘Insecurity’ | COVID: Learning How to Operate in the New Normal | What Comes After Coronavirus? | COVID and Client Communications | Andrew Argue Is on a Mission | COVID Slams U.K. Accountants, Too | COVID Crisis Separates the Winners from Losers | Go Remote with This App You Already Own [#WFH] | Geared Up for Exponential Growth at Mowery & Schoenfeld CPAs |
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You can thrive for years to come – if you take the Covid Crisis as a call to reinvent your practice, Kennedy tells attendees of the free 30-minute Flash Briefing aired live by CPA Trendlines.
> Hit “play” to stream the podcast or download it here
Mixing family and business can be hazardous.
By Matt Rampe
Rampe Consulting
Thinking of going into business with a family member? Or maybe you already made the plunge? That’s what I did recently after many years happily employed by non-family members.
More: Listening: How a Conversation Works | Client Accounting Services: The Definitive Guide | Building a High-Net-Worth Practice During COVID-19 | 14 Better Uses for Timesheet Data | Why You Need Windows 10 with Automatic Updates
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For years I have assisted family-owned businesses as a professional service provider, and I’ve seen up close the many ways in which families can become dysfunctional around money and business. Somehow that still didn’t stop me from recently joining my wife, Kristen Rampe, in our business, Rampe Consulting, where we help small and midsized accounting firms with practice management and leadership development.
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