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Leading Effective Meetings for CPAs

This course will describe the purpose and benefits of using an agenda for all CPAs.

Created byLambers Inc.
IntermediateUpdated Jan 22, 2025
Leading Effective Meetings for CPAs

What You'll Learn

  • check_circleList the six principles for effective meetings
  • check_circleDescribe the purpose and benefits of using an agenda for all project meetings
  • check_circleIdentify the benefits of establishing meeting ground rules
  • check_circleDescribe the importance of recording meeting minutes
  • check_circleList the steps for closing a meeting

About This Course

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 and list the steps for effectively closing a meeting.

Field of Study: Management Services

Course Content

2 activities • 3 videos • duration: 58m

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Section 13 videos • 1 quiz • 58 min
  • videocamLesson 1: Leading Effective Meetings for CPAs
    Duration 21:47
  • videocamLesson 2: Meeting Ground Rules
    Duration 26:42
  • videocamLesson 3: Brainstorming
    Duration 9:57
  • quizReview Questions
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Final Exam-Part11 quiz

Your Instructors

Lambers Inc.

menu_book100 courses
star4,591 reviews

Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

Chris Clark

EA, PMP

Chris Clark, EA and a PMP. Chris has been involved in the e-learning industry for over 20 years. He creates courses that are training professionals in the following industries: Accounting, Finance, Taxation, Information Technology, Project Management, Networking, and Security. Chris also has an instruction design certification and consults on many training projects.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

4.2 out of 5
Student's Choice
86 reviews
  • KL
    Kurt L.
    starstarstarstarstar

    Good over view.

  • EP
    eric p.
    starstarstarstarstar

    Enjoyed the presentation

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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