learning

cpe survey: large-firm cpas dealing with large-sized issues

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african elephant danceproblems cpe alone won’t solve.

by rick telberg
卡塔尔世界杯常规比赛时间 research

while the rest of the profession is focusing on tax services, the largest firms are expanding capabilities in accounting, financial reporting, practice management, and new technologies, according to new results from a 卡塔尔世界杯常规比赛时间 survey conducted in conjunction with the ohio society of cpas and consultant michael ramos.

https://www.research.net/r/cpe16
join the survey, get the results.

more cpe trends:  cpe study finds six essential success factors for accounting firms |  top trending specialty niches  | busy season ends but not the focus on taxes  |  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |  mike ramos on how to build a powerhouse learning team for your cpa firm  |

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the profession’s large firms also have large problems – problems that can’t be solved by cpe alone, according to remarks by survey respondents. problems like survival.

the survey results show in detail where large firms are investing their valuable time and resources, and how the best of them manage their training budgets to align with strategy. many large firms could be getting a better return on their training budgets.

the survey shows, for instance, where most large firms fall short in: read more →

soloists shift cpe priorities to taxes

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z_ cpe solo vs all other

by rick telberg
卡塔尔世界杯常规比赛时间 research

the survey on cpe and practice improvement, conducted with the ohio society of cpas and consultant michael ramos, suggests that taxes are taking up a bigger part of soloists’ practices – even though many say they’d like to diversify into other areas.

https://www.research.net/r/cpe16
join the survey, get the results.

more cpe trends:  cpe study finds six essential success factors for accounting firms |  top trending specialty niches  |  busy season ends but not the focus on taxes  |  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |  mike ramos on how to build a powerhouse learning team for your cpa firm  |

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in paradise, calif., cpa al sperske, who’s been reading 卡塔尔世界杯常规比赛时间 for more than 10 years, is among those stressed out by keeping up. “taxes,” he says. “nuts in congress will not leave them alone.” read more →

are accountants learning the wrong lessons?

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https://www.research.net/r/cpe16
tooling up for 2017: join the survey, get the results.

cpe choices fail to address the real keys to success.

by rick telberg
卡塔尔世界杯常规比赛时间 research

cpas are saying one thing and doing another. and the discrepancy bodes ill for the profession’s economic health.

more cpe trends:  cpe study finds six essential success factors for accounting firms  |  top trending specialty niches  |  busy season ends but not the focus on taxes  |  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |   ed mendlowitz on how to choose the right cpe  |  sandi leyva on three ways to make cpe work for you  |   ed mendlowitz on the six rules to get the most out of cpe  |   mike ramos on how to build a powerhouse learning team for your cpa firm  |  4 steps to get more from your training budget  |  how to manage cpe by the numbers  |  three tips for creating training metrics  |  high-impact learning: 4 ways to maximize cpe roi  |  four new cpa opportunities for the new economy

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the survey on professional skills and the goals of accounting firms, being conducted with the ohio society of cpas and consultant michael ramos, is turning up a curious mismatch. it seems, at first blush, that cpas are studying for certain skills while reporting that something else is essential to their success.

read more →

passport to partnership: new research shows wide gap between partners and partners-to-be

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martin bissett
bissett

what we have here is a failure to communicate.

editor’s note: with this article, 卡塔尔世界杯常规比赛时间 introduces a new series of articles by martin bissett reporting on the findings of his proprietary research into the keys to making partner. the research is based on hundreds of interviews with partners and practitioners at more than 30 firms in the u.s. and the u.k., dozens of experts and advisors, and his own 20 years of experience in the field. in his research, bissett uncovered a wide gap between what partners say they seek in a staffer yearning to be partner and what they actually do and say to train and nurture the staffer. his work in passport to partnership is dedicated to bridging that gap, revealing to both partners and partners-to-be the unspoken rules, and working to create a bulletproof program to guide their efforts.

by martin bissett
passport to partnership

learn more
learn more

have you ever wondered what the partners of your firm are looking for from you, beyond your technical abilities?

for full disclosure, i am not an accountant, but i have spent decades working with accounting firms of all shapes and sizes in the united kingdom, the united states and europe.

more from martin bissett:  selling on value vs. fees | 3 ways to convert scheduling practices to new fees | selling vs. attracting to build relationships | when selling, don’t chase new fees, attract them | selling accounting services doesn’t have to be hard! | ‘selling’ isn’t a dirty word | 8 factors in practice development success | in sales, perception is reality | success begins with accountability | do you realize you’re failing? | winning your first client

i noticed over time that in many firms, partners may often regard one or more of their managers as not being “partner material” because they feel that the manager does not exhibit the traits they are looking for.

read more →

how to build a powerhouse learning team for your cpa firm

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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.

training and development  part 3 in a 3-part series: run training like a business

     part 1: 4 steps to get more from your training budget

     part 2: how to manage cpe by the numbers

     part 3: how to build a powerhouse learning team 

 

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.

thus is born the need for a learning team.

read more →

how to manage cpe by the numbers

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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

4 steps to get more from your training budget

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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

when accountants don’t know they don’t know

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blindfolded at computer by sandi smith leyva
the accountant’s accelerator

early in my career, one of my favorite things to teach was maslow’s four stages of learning.  i still think it’s one of the most valuable and profound pieces of information i have come across in my learning.

maybe you recall, too:

  1. unconscious incompetence.
  2. conscious incompetence.
  3. conscious competence.
  4. unconscious competence.

here’s how it applies to accountants: read more →

high-impact learning: 4 ways to maximize cpe roi

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and the fatal mistake cpa firms make in their training budgets.

by michael ramos

for years cpa firms have tried to measure the roi from their learning and development spend, an effort that has produced mostly unsatisfactory results.

standard learning and development metrics provide some insight into the training function, but firm partners are more interested in measuring something much more elusive: tangible economic benefit from training spend.  what the profession has struggled with is, while measuring costs is easy, measuring direct return has proven to be quite difficult.  faced with an incomplete roi model, firms turn to the only side of the equation they can control, the cost side, which leads them to take the only option that seems viable – cutting costs as a way to drive roi.

the problem is firms are asking the wrong question. instead of focusing on precise measures of return on training dollars, cpa firms would be better served by asking the more subjective question, “what should we do to make sure our training dollars are being spent wisely?”  the answer to that question may lack the precision firm leaders desire, but it does have one distinct advantage over precise objective measures: it is a question firms can answer.  and the answer, if thoughtfully considered, may achieve the ultimate goal: providing high-impact training at an affordable cost. read more →