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Conducting Effective Meetings for CPA's

In this course you will learn how to execute effective meetings by examining what to do before, during and after a meeting.

Created byArun Mathur
IntermediateUpdated Nov 24, 2020

What You'll Learn

  • check_circlePlan, lead, and follow up on meetings effectively from start to finish.
  • check_circleIdentify the causes of unproductive meetings and how to avoid them.
  • check_circleCreate engaging, inclusive environments that support open communication and trust.
  • check_circleApply techniques for agenda-setting, conflict resolution, and meeting evaluation.

About This Course

Effective meetings are essential for organizational success—but too often, they fall short of their purpose. This comprehensive course provides a step-by-step guide to planning, executing, and following up on productive meetings. Whether you're leading internal team discussions or client-facing sessions, you'll learn how to create meetings that are purposeful, engaging, and results-driven.

Topics include recognizing signs of meeting failure, setting clear agendas, managing time, PowerPoint best practices, fostering a high-trust environment, handling decision-making and conflict resolution, and conducting post-meeting evaluations. You'll also explore different types of meetings, their specific goals, and how to avoid common pitfalls to ensure every meeting adds value.

Course Content

2 activities • 1 videos • duration: 1h 55m

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Video-Part11 videos • 1.9 hours
  • videocamVideo - Conducting Effective Meetings
    Duration 115:16
add
Quiz-Part11 quiz

Your Instructor

Arun Mathur

Lead Instructor, FCPA, FCA

menu_book39 courses
star8,957 reviews

Arun Mathur, FCPA, FCA, LPA has over 35 years of teaching and corporate training experience. He is a retired Partner at Gerald Duthie & Co. LLP, where he provided professional services to a diverse group of clients. Arun is also Owner and Lead Instructor at UltimQuest Knowledge Inc., offering corporate training on improving governance, ethics, internal control, performance measurement and related topics. He provides live and online training through CPA bodies across Canada and Bermuda. Arun served for several years on the Board for HealthForce Ontario Marketing and Recruitment Agency, and was also Chair of the Finance and Audit Committee there and for the Trillium Gift of Life Network. He has served on the CMA Ontario's Review Committee prior to the merger as well.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

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.

What Students Are Saying

4.6 out of 5
Student's Choice
116 reviews
  • DM
    Dave M.
    starstarstarstarstar

    Good advice.

  • CW
    Connie W.
    starstarstarstarstar

    This course provided some really excellent information that I had not thought of when planning a meeting. I look forward to taking this information and using it.

  • LF
    Loren F.
    starstarstarstarstar

    Course material was interesting. Audio was a challenge. Has had to put to almost full volume to be able to hear speaker.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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