|
Study Groups will meet on Wednesday, May 19:
| Time |
Function |
| 7 - 8 am |
Breakfast |
| 8 - 10 am |
The Seven Keys to Successful CPA Firm Management, presented by Jean Caragher, Capstone Marketing |
| 10 - 10:15 am |
Break |
| 10:15 am - Noon |
Breakout into Study Groups; Topics / Modules Discussions |
| 12 - 1 pm |
Lunch |
| 1 - 3 pm |
Discussions continue |
| 3 pm |
Sessions conclude at appropriate times for each study group |
The following groups will meet on May 19:
(all delivery methods are Group-Live)
Study Groups |
Topics and/or Modules |
CPE/Field of Study |
Moderators |
Soaring Eagles
|
Developing C-Level Clients Into A-Level Clients
Developing Lasting Relationships (working lunch) |
2.0; Client Service
2.0; Client Service |
Ursula Scroggs
Richard Stalvey |
Study Group 2
|
Discussion/Recap of Seven Keys Presentation
Building Accountability Into Business Dev. Efforts |
1.0; Practice Management
2.0; Practice Management |
Gary Katz |
| Study Group 10 |
Discussion/Recap of Seven Keys Presentation |
2.0; Practice Management |
Brian Franklin |
| Study Group 12 |
Finishing What You Start |
3.0; Personal Development |
|
Study Group 14
|
Developing C-Level Clients Into A-Level Clients
The Power of Example (working lunch) |
2.0; Client Service
2.0; Practice Management |
Lisa Chandler
Rich Waigand |
Study Group 17
|
Developing Lasting Relationships
Continuous Self Improvement |
2.0; Client Service
2.0; Personal Development |
John Schafer
|
Study Group 19
|
Moving People Away from Complacency
Differentiating Your Firm in the Marketplace |
2.0; Practice Management
2.0; Business Development |
Gary Dosdall
Don Karlewicz
|
Study Group 21
|
Making a Good First Impression
Setting Your Firm Apart with Quality Service |
2.0; Business Development
2.0; Client Service |
Kristen Hoyle
Rick Wiethorn |
|
CPE INFORMATION |
| Learning
Objectives: |
The overall program’s objective is to provide organizational learning processes that are collaborative and iterative so as to expand participants’ knowledge in the critical technical areas of accounting, auditing and tax, as well as enhancing their leadership skills in teaching, interacting and developing their staff and future firm leaders. |
| Prerequisites: |
Must be a firm partner or manager and have staff supervision responsibilities. |
| Program
Level: |
Advanced |
| Advanced
Prep: |
Review modules and/or any assigned reading |
| Delivery
Method: |
Group
- Live |
| CPE
Credit/Field of Study: |
Varies
by topic / module, see above |
| Registration: |
Online
at www.agn-na.org |
| Cancellation
Policy: |
Written
cancellations received before 5:00 pm MT on
Friday, May 7, 2010 will not incur a cancellation
fee. Cancellations received after that time will result
in a cancellation fee of costs incurred by AGN-NA. |
| Refund
Policy: |
Refunds
are determined on a case-by-case basis |
| Record
Retention Policy: |
All
CPE records are maintained in the AGN database for
a minimum of five years. |
| Compliance
Resolution: |
Contact
Rita Hood, Executive Director, AGN International-North
America at rhood@agn.org
or 1-800-782-2272. |
 |
AGN
International - North America, Inc. is registered with
the National Association of State Boards of Accountancy
(NASBA), as a sponsor of continuing professional education
on the National Registry of CPE Sponsors. State boards
of accountancy have final authority on the acceptance
of individual courses for CPE credit. Complaints regarding
registered sponsors may be addressed to the National
Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org. |
|
