busy season is all about taxes, but according to a survey underway by 卡塔尔世界杯常规比赛时间, the ohio society of cpas and consultant michael ramos, practitioners are by no means putting taxes away for the year.
apparently, it’s the constant evolution of tax laws and loopholes that keeps tax prep professionals busy all year. diane merk, at one of clark schaefer hackett’s offices in ohio and kentucky, says, “i only do tax work and structure my cpe to that area,” and she adds that this year she’ll be needing to focus on “ohio’s potential new changes in the taxable of pass-through entities.”
question: i received a call from an accountant with some questions about a foreign-owned client of his. he had the client for 15 years and seems he did not file a ton of required disclosure forms.
in the course of our discussion it turns out he never took a cpe program or even read an article on the topic. the question here is why didn’t he? read more →
attending and learning from conferences can be amazing opportunities for your career or your business. they can also be huge money drains. it’s easy to take a look at the conference registration and make a quick decision about whether we can afford it – or even worse – whether it will clear our credit card limit or not.
a smart business owner will take a bit different approach. here’s how to calculate how much revenue or increase in price you need to justify the expense of attending a conference. read more →
also, many of the speakers are boring. yet, cpe is big business. are there any suggestions you can give me to get better use of that time?
answer: i am willing to bet your practice is also in a rut and is stagnating. the purpose of cpe is to help us become more effective, to grow, to be introduced to areas we are not familiar with and to keep us updated in what we do. you can approach cpe as you do, which is as a chore, or as i do, which is as an opportunity.
comedian and cpa greg kyte is taking comedy cpe to seattle. the two-hour fraud class, titled “holy mother of fraud” will be held downtown at comedy underground, seattle’s oldest comedy club.
“there’s something about an ‘education center’ at a state society that spreads the virus that starts the zombie apocalypse: when people arrive, they’re already spaced out,” kyte quips.”by holding a cpe event in an atypical location, like a comedy club, people show up with a curious and engaged mindset.” read more →
indiana society ceo gary bollinger speaks about the move to a competency-based system. maryland, ohio lead nation in cpe revolution. the ohio society of cpas has launched a series of micro learning courses for certified public accountants that provide timely … continued
create competitive value by combining practitioners and educators on the same team.
by michael ramos and cate miller
cpas bring a diverse range of skills to any business problem. at small firms, partners wear many hats, including management of the learning function. but as firms grow, it soon becomes apparent that one of the firm’s partners – no matter how talented he or she may be – is not functioning at their highest and best use if they have to manage the entire learning function on their own.
part 3 in a 3-part series: run training like a business
with size comes a diversity of learning needs and management of the learning function becomes more complex. the opportunity cost of having firm partners and managers limit their billable hours to coordinate training begins to outweigh the costs of engaging the help of a learning professional.
developing and monitoring learning metrics. by michael ramos and cate miller accounting is the language of business. cpas help business owners understand and manage their business by analyzing financial and non-financial metrics. to improve the results of the firm’s professional development efforts, … continued
question: i always like to take notes on the handouts when i attend cpe programs. now all the handouts are provided digitally and it forces me to sometimes print out as much as 400 or 500 pages before i go to the program. how can i get the sponsors to provide printed copies?
response: things change. what worked yesterday doesn’t always work today. read more →
how to run your training like a business. by michael ramos and cate miller with cpa firms spending 1.5 percent to 2.0 percent of revenue on learning, budgets can be hundreds of thousands of dollars even for a modest-sized firm. but firms invest … continued
cpa firms want to establish metrics for their learning function as a way to monitor and manage their learning activities. ideally, firms would do their learning strategies and goals first and then use these strategies to drive the related metrics.
but we do not live in an ideal world, and some firms choose to establish metrics while simultaneously working on firmwide learning structures and goals.
recognizing the risks inherent in prematurely defining metrics, here are three tips for creating meaningful learning metrics at your firm that will help manage the learning function and drive performance. read more →