{"id":131689,"date":"2024-11-07t11:57:07","date_gmt":"2024-11-07t16:57:07","guid":{"rendered":"\/\/www.g005e.com\/?p=131689"},"modified":"2024-11-08t18:50:10","modified_gmt":"2024-11-08t23:50:10","slug":"training-cpe-theyre-not-the-same","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/11\/07\/training-cpe-theyre-not-the-same\/","title":{"rendered":"training? cpe? they\u2019re not the same"},"content":{"rendered":"
<\/strong><\/p>\n the three types of training needed and 21 best practices for providing it.<\/strong><\/p>\n by marc rosenberg<\/i> \u201ctraining is everything. the peach was once a bitter almond; cauliflower is nothing but cabbage with an education.\u201d \u2013 mark twain<\/p>\n <\/p>\n we cringe when cpas use \u201ctraining\u201d and \u201ccpe\u201d synonymously.<\/p>\n ideally, the training identified as needed also qualifies as cpe. there are three types of training that all cpa firm personnel need:<\/p>\n brad self, a career hr professional in the cpa industry and an experienced specialist in talent management, was interviewed by dan hood, editor-in-chief of accounting today:<\/em><\/p>\n \u201ccoming into public accounting, it amazed me that it\u2019s such a relationship business and that\u2019s what grows the business. yet the focus has been so much on the technical aspects of tax and assurance, and there\u2019s very little work on the \u2018soft skills\u2019 of developing relationships. as a result, we often find that relational skills are sometimes not fully developed.\u201d<\/p>\n says hood: \u201cwith its culture firmly in mind and a clear idea of the soft skills and behaviors it wants to see in staff, cpa firms have developed behavioral interview processes and questionnaires that allow the firm to hire exactly the type of people it is looking for and bring them into the firm through a unique, thorough onboarding process.\u201d<\/p>\n curriculum-based programs are among the most important changes that cpa firms have adopted in decades. the old-school approach to training was something like this:<\/p>\n unfortunately, many firms still adhere to this regimen. but progressive firms have adopted a whole new way of training, termed curriculum-based programs, which are modeled after universities and colleges: predetermined arrays of courses in several fields of study, each providing options for personnel to meet their individual interests and learning needs. the curriculum is the basis for a multiyear period of study, not just for the current year.<\/p>\n characteristics of the curriculum:<\/p>\n many accounting firms have patterned their training after universities. in fact, it is now quite common to see firms refer to their training as the \u201cbrown and smith university.\u201d not only does it make their training more organized and effective, but it is a valued recruiting tool.<\/p>\n all four are important and have roles in the individual training plan for each person in the firm. it\u2019s worth repeating that remote training has its place but often has minimal impact.<\/p>\n many firms find that on-the-job training has the highest impact and is the best way to learn. ojt is most effective when done at the client\u2019s site.<\/p>\n we strongly suggest that training time be built into the time budget of every client project. otherwise, pressure to stay within the time budget will tempt supervisors to cut the training short.<\/p>\n the x\u2019s in the boxes are examples.<\/p>\n here are three great ways to help staff get the most from outside training courses:<\/p>\n we recently led a group of managing partners in a discussion of best practices. porte brown, a $35 million firm in chicago, shared a practice with the group that was a real eye-opener.<\/p>\n bruce jones, recently retired, was as innovative a managing partner as we have ever seen. he said: \u201cthe first wednesday of every month (except in the tax season), the entire firm shuts down for a mandatory half-day or all-day training session.\u201d<\/p>\n because porte brown is a client of ours, we were already familiar with their fervent commitment to consistent and efficient processes. it\u2019s a hallmark of their excellent track record of growth and profitability. but we didn\u2019t know about the monthly training day practice. here\u2019s how it works:<\/p>\n all personnel attend the training day. the meeting starts with an update of administrative issues and current marketing events and a review of all new clients for the month and how they were obtained. next, department heads give an update on current department issues. this includes an it segment where new software, it tips and new hardware are discussed.<\/p>\n \u201cafter excusing the admin staff, we dive into presentations on general practitioner knowledge, most of which are tax-related,\u201d jones said.<\/p>\n firm personnel lead the group in a tax session, followed by an accounting session. toward the end of the day they break into separate practice-group meetings such as manufacturing, construction and not-for-profit.<\/p>\n it\u2019s very unusual to find innovative cpa firm practices. porte brown\u2019s dedication to efficient processes and mandatory monthly training sessions truly differentiates them from most other cpa firms.<\/p>\n","protected":false},"excerpt":{"rendered":" the three types of training needed and 21 best practices for providing it.<\/strong>
\ncpa firm staff: managing your #1 asset<\/i><\/a><\/p>\nmore:<\/b> six tips for setting compensation<\/a> | staff crave advancement and challenge<\/a> | what leadership looks and feels at cpa firms<\/a> | eleven things that good mentors do<\/a> | give the recognition your staff needs<\/a> | the importance of great bosses<\/a> | how remote work is impacting accounting firms<\/a> | make work flexibility work for everyone<\/a> | why staff leave cpa firms \u2026 and how to stop them<\/a> | how to solve the big disconnect in talent management<\/a> | what relevance means for staffing in accounting<\/a> | how accounting staffing has changed<\/a>
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/h4>\n\n
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\nexamples of high-impact training:<\/p>\n\n
three types of training<\/h3>\n
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university or curriculum-based training<\/h3>\n
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four training formats<\/h3>\n
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curriculum-based training program<\/h3>\n
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\n <\/td>\n partners<\/strong><\/td>\n mgrs<\/strong><\/td>\n seniors<\/strong><\/td>\n staff<\/strong><\/td>\n<\/tr>\n \n technical<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n \n auditing standard 284<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n <\/td>\n<\/tr>\n \n tax update<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n<\/tr>\n \n passive losses<\/td>\n x<\/td>\n x<\/td>\n <\/td>\n <\/td>\n<\/tr>\n \n level 1 geared technical<\/td>\n <\/td>\n <\/td>\n <\/td>\n x<\/td>\n<\/tr>\n \n level 2 geared technical<\/td>\n <\/td>\n <\/td>\n x<\/td>\n <\/td>\n<\/tr>\n \n ethics intro<\/td>\n <\/td>\n <\/td>\n <\/td>\n x<\/td>\n<\/tr>\n \n ethics advanced<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n <\/td>\n<\/tr>\n \n soft skills<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n \n leadership develop, intro<\/td>\n <\/td>\n <\/td>\n x<\/td>\n <\/td>\n<\/tr>\n \n leadership develop, adv<\/td>\n x<\/td>\n x<\/td>\n <\/td>\n <\/td>\n<\/tr>\n \n teamwork<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n<\/tr>\n \n supervision & delegation<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n <\/td>\n<\/tr>\n \n practice development, intro<\/td>\n <\/td>\n <\/td>\n x<\/td>\n x<\/td>\n<\/tr>\n \n practice development, adv<\/td>\n x<\/td>\n x<\/td>\n <\/td>\n <\/td>\n<\/tr>\n \n project management<\/td>\n x<\/td>\n x<\/td>\n <\/td>\n <\/td>\n<\/tr>\n \n performance feedback<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n <\/td>\n<\/tr>\n \n presentation skills<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n <\/td>\n<\/tr>\n \n how to be a great mentor<\/td>\n x<\/td>\n x<\/td>\n <\/td>\n <\/td>\n<\/tr>\n \n networking skills<\/td>\n <\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n<\/tr>\n \n technology<\/strong><\/td>\n <\/td>\n <\/td>\n <\/td>\n <\/td>\n<\/tr>\n \n tax\/audit prep software<\/td>\n <\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n<\/tr>\n \n quickbooks, intro<\/td>\n <\/td>\n <\/td>\n <\/td>\n x<\/td>\n<\/tr>\n \n quickbooks, advanced<\/td>\n <\/td>\n x<\/td>\n x<\/td>\n <\/td>\n<\/tr>\n \n document storage software,\u00a0 thomson gofileroom, cch engagement sharefile, dropbox, etc.<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n<\/tr>\n \n microsoft office<\/td>\n <\/td>\n <\/td>\n <\/td>\n x<\/td>\n<\/tr>\n \n tax\/gaap research<\/td>\n <\/td>\n <\/td>\n x<\/td>\n <\/td>\n<\/tr>\n \n social media<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n <\/td>\n<\/tr>\n \n videoconferencing: zoom, ms teams, google meet, etc.<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n<\/tr>\n \n time and billing software<\/td>\n <\/td>\n x<\/td>\n x<\/td>\n x<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n 21 training best practices<\/h3>\n
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training: an eye-opening best practice at porte brown<\/h3>\n
\n<\/a>
\nby marc rosenberg<\/i>
\ncpa firm staff: managing your #1 asset<\/i><\/a><\/p>\n","protected":false},"author":1339,"featured_media":134638,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3002,2297],"tags":[],"class_list":["post-131689","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-special","category-staffing"],"acf":[],"yoast_head":"\n