{"id":55484,"date":"2019-01-08t12:00:50","date_gmt":"2019-01-08t17:00:50","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=55484"},"modified":"2019-01-08t13:45:08","modified_gmt":"2019-01-08t18:45:08","slug":"mandate-a-firm-training-program","status":"publish","type":"post","link":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/","title":{"rendered":"training that works"},"content":{"rendered":"

\"woman<\/a>remember to ask personnel for their input, too.<\/strong><\/p>\n

by roman h. kepczyk<\/i>
\n
quantum of paperless<\/i><\/a><\/p>\n

for many firms, the ability to identify, standardize and implement best practices is the last remaining competitive advantage in business today as communications tools and access to technology have become available to everyone.<\/p>\n

more: <\/b>survey: 61% of auditors commonly use data extraction tools<\/a> | standardize your firm\u2019s quickbooks support<\/a> | make your accounts payable digital<\/a> | survey: 62% of field auditors use multiple monitors<\/a> | enter t&e daily<\/a> | survey: firms divided on esignatures<\/a> | survey: 53% of firms deliver tax returns digitally<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>
log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

to take advantage of the continuous stream of innovation and opportunities, firms must adopt a \u201clearning culture.\u201d this requires a formal process to capture and standardize best practices in every department within the firm so that every person can take advantage of them.
\n
\nall firms have personnel who are 10 percent, 20 percent or even 50 percent more productive than other team members. these individuals have figured out how to optimize the firm\u2019s processes and the use of the applications to service clients more efficiently. unfortunately, these people sometimes leave and that knowledge and experience leaves with them, so the solution is to have them document their best practices.<\/p>\n

in “firms need ‘best practices’ manuals<\/a>,” we discussed a detailed process of how this can be done to develop the audit procedures manual. this process should be applied to every department within the firm so they can capture firm knowledge, which would be placed on the firm\u2019s intranet as the first major step toward knowledge management.<\/p>\n

firms must then have a formal training program to ensure that new hires meet the minimum production standards for core applications and a continuing training process to educate them on the specific applications and procedures they will need to be successful in their positions. they should also poll their personnel annually about what areas in which training may be needed. many firms develop a needs assessment form for their training curriculum as part of overall learning initiatives.<\/p>\n

while larger firms (usually more than 75 personnel) have the resources to designate a person in the training coordinator role, smaller firms must allocate hours to specific personnel to manage the firm\u2019s training program. it is critical that these people be given chargeable credit for working on these projects, otherwise they will be pushed down the priority list. by allocating specific hours and reviewing progress on a monthly basis, the firm can also make those personnel accountable for their training responsibilities.<\/p>\n

recommended action:<\/strong> have firm personnel complete a learning needs assessment form with the goal of developing a standard curriculum and a departmental curriculum. designate hours and accountability for the firm\u2019s learning program and end-user support.<\/p>\n","protected":false},"excerpt":{"rendered":"

remember to ask personnel for their input, too.<\/strong>
\nby roman h. kepczyk<\/em>
\n
quantum of paperless<\/a><\/em><\/p>\n","protected":false},"author":1342,"featured_media":52606,"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":[1363,3120,3002,2306],"tags":[120,629],"class_list":["post-55484","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-tech-and-fintech","tag-tech","tag-technology"],"acf":[],"yoast_head":"\ntraining that works - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"training that works - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2019-01-08t17:00:50+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-01-08t18:45:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/08\/roman.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"310\" \/>\n\t<meta property=\"og:image:height\" content=\"299\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"roman h. kepczyk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"roman h. kepczyk\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/\"},\"author\":{\"name\":\"roman h. kepczyk\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/4e04fa98a30e07fa2772c9e9c4a4e98e\"},\"headline\":\"training that works\",\"datepublished\":\"2019-01-08t17:00:50+00:00\",\"datemodified\":\"2019-01-08t18:45:08+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/\"},\"wordcount\":465,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/08\/roman.jpg\",\"keywords\":[\"tech\",\"technology\"],\"articlesection\":[\"featured\",\"pro member exclusive\",\"special\",\"tech and fintech\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/\",\"url\":\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/\",\"name\":\"training that works - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"primaryimageofpage\":{\"@id\":\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#primaryimage\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/08\/roman.jpg\",\"datepublished\":\"2019-01-08t17:00:50+00:00\",\"datemodified\":\"2019-01-08t18:45:08+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/\"]}]},{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#primaryimage\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/08\/roman.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/08\/roman.jpg\",\"width\":310,\"height\":299,\"caption\":\"kepczyk\"},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"tech and fintech\",\"item\":\"\/\/www.g005e.com\/category\/tech-and-fintech\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"training that works\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"search_term_string\"}}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"width\":1600,\"height\":350,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/4e04fa98a30e07fa2772c9e9c4a4e98e\",\"name\":\"roman h. kepczyk\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/04\/roman-kepczyk-cpa-citp-cgma-96x96.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/04\/roman-kepczyk-cpa-citp-cgma-96x96.jpg\",\"caption\":\"roman h. kepczyk\"},\"description\":\"roman h. kepczyk, cpa, is right networks director of firm technology strategy, helping firms throughout north america effectively use information technology and accounting applications by optimizing their tax, audit, and administrative production workflows.\",\"url\":\"\/\/www.g005e.com\/author\/roman-kepczyk\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"training that works - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/","og_locale":"en_us","og_type":"article","og_title":"training that works - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_published_time":"2019-01-08t17:00:50+00:00","article_modified_time":"2019-01-08t18:45:08+00:00","og_image":[{"width":310,"height":299,"url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/08\/roman.jpg","type":"image\/jpeg"}],"author":"roman h. kepczyk","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"roman h. kepczyk","est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/"},"author":{"name":"roman h. kepczyk","@id":"\/\/www.g005e.com\/#\/schema\/person\/4e04fa98a30e07fa2772c9e9c4a4e98e"},"headline":"training that works","datepublished":"2019-01-08t17:00:50+00:00","datemodified":"2019-01-08t18:45:08+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/"},"wordcount":465,"commentcount":0,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"image":{"@id":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/08\/roman.jpg","keywords":["tech","technology"],"articlesection":["featured","pro member exclusive","special","tech and fintech"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/","url":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/","name":"training that works - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"primaryimageofpage":{"@id":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#primaryimage"},"image":{"@id":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/08\/roman.jpg","datepublished":"2019-01-08t17:00:50+00:00","datemodified":"2019-01-08t18:45:08+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/"]}]},{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#primaryimage","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/08\/roman.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/08\/roman.jpg","width":310,"height":299,"caption":"kepczyk"},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2019\/01\/08\/mandate-a-firm-training-program\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"tech and fintech","item":"\/\/www.g005e.com\/category\/tech-and-fintech\/"},{"@type":"listitem","position":3,"name":"training that works"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"search_term_string"}}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","width":1600,"height":350,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/4e04fa98a30e07fa2772c9e9c4a4e98e","name":"roman h. kepczyk","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/04\/roman-kepczyk-cpa-citp-cgma-96x96.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/04\/roman-kepczyk-cpa-citp-cgma-96x96.jpg","caption":"roman h. kepczyk"},"description":"roman h. kepczyk, cpa, is right networks director of firm technology strategy, helping firms throughout north america effectively use information technology and accounting applications by optimizing their tax, audit, and administrative production workflows.","url":"\/\/www.g005e.com\/author\/roman-kepczyk\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/55484","targethints":{"allow":["get"]}}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/1342"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=55484"}],"version-history":[{"count":1,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/55484\/revisions"}],"predecessor-version":[{"id":57377,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/55484\/revisions\/57377"}],"wp:featuredmedia":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media\/52606"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=55484"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=55484"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=55484"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}