This course will provide you with tools for drafting effective emails and documents.
This course is intended for CPAs who are required to explain technical concepts through written forms of communication.
During the course, we will create a checklist for drafting professional emails and documents.
The overarching goal of this course is to help you visualize your own communications from the perspective of your readers. Whether your readers are your clients or your co-workers, they will rarely possess the same knowledge as you. While a client may be unfamiliar with certain accounting concepts, a co-worker may be unfamiliar with the file you are working on. In order to write effectively, writers must bridge the knowledge gap between them and their readers.
By attending this session, you will master techniques for writing to your various readers, both “internal” and “external”.
TOPICS AND TAKEAWAYS:
• Section 1: Clarity – writing unambiguously • Section 2: Conciseness and Attention to Detail – using fewer words and demonstrating your diligence • Section 3: Email Etiquette – best practices for communicating by email • Section 4: Readability – drafting communications that are easy to review
Ryan Standil leads seminars about effective written communication. He is a regular speaker at accounting firms, law firms, corporations, and governmental agencies. Ryan attended Western University, in Canada, where he graduated from the Ivey Business School and the Faculty of Law. After graduating, Ryan worked at a law firm in Toronto, focusing on corporate and commercial matters. Today Ryan owns and operates a seminar company, called Write To Excite. Ryan’s mission is to help professionals grow their income by improving their writing. Ryan is a frequent contributor to the leading newspaper in Canada, The Globe and Mail. Unsurprisingly, his columns can be described as “writing about writing.” To read one of Ryan’s columns, please visit https://www.writetoexcite.com/globeandmail.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
