Join us for this four-part presentation and gain the competitive edge by distinguishing yourself from others.
If you're like most CPAs, you may be struggling to keep pace and work smarter in a rapidly changing environment. This course will introduce you to proven business improvement strategies and tools that you can start using immediately to create innovative solutions. Learn how some of the world’s most successful companies have used process improvement to deliver better service faster and at lower cost — and how you can do the same.
In this four-part presentation, you’ll discover how to stand out in a competitive market by developing a more efficient, productive, and profitable practice. You'll reduce frustration, improve workflows, and deliver greater value to your clients — turning today’s challenges into real opportunities for growth and success.
Senior Lawyer and Lean Practice Management Advisor, Gimbal Canada Inc.
David is a lawyer, Lean practice management advisor, and senior management executive with more than 20 years experience in the legal, venture capital, and biotechnology industries. He is a co-founder of and principal at Gimbal Lean Practice Management Advisors, specialists in Lean and continuous improvement in professional service firms and public sector institutions. A certified Lean Six Sigma expert, David is an author, speaker, university and CLE lecturer, and process improvement facilitator who applies Lean to the practice and the business of professional service firms. Gimbal's workshops and other educational programs are accredited by the True Value Partnering Institute in the US, and internationally by the International Institute of Legal Project Managers. In addition to teaching Lean and process improvement to thousands of lawyers and other professionals across North America, David will be teaching a course on legal innovation and technology at McGill University’s Faculty of Law in February 2020. Education: BA from Williams College, Williamstown, Massachusetts. Bachelor of Common Law (LL.B.) and Bachelor of Civil Law (B.C.L.) from McGill University’s Faculty of Law. Certified Lean Six Sigma Sensei from Villanova University. David is a member of the Massachusetts and New York Bars, and was a member of the Quebec bar for 25 years. David is often joined on his CPD courses, webinars, and workshops, by his colleague, Karen Dunn Skinner. Karen is a lawyer, professional editor, and Lean Six Sigma Black Belt with over 20 years of international experience in corporate-commercial, regulatory, and education law. With David, she is a co-founder of and a principal at Gimbal. Karen offers clients a powerful combination of legal experience and process improvement skills. Since founding Gimbal, she has taught Lean thinking and process improvement to thousands of lawyers and other professionals across North America and, in February 2020, she’ll be teaching a course on legal innovation and technology at McGill’s Faculty of Law. She speaks and writes regularly on the application of Lean in the legal profession, and facilitates projects that improve the practice and the business of professional service firms. Karen worked for years as a professional editor. She teaches powerful writing and editing techniques to business professionals who want to communicate clearly and concisely with their clients and colleagues. Karen offers a 3-part series on writing for business professionals as part of CPDFormula's program. Education: B.Sc. (Honours) from Queen's University at Kingston, Ontario. Bachelor of Common Law (LL.B.) and Bachelor of Civil Law (B.C.L.) from McGill University’s Faculty of Law. Certified Lean Six Sigma Black Belt and Lean Six Sigma Sensei from Villanova University. Karen was a member of the Quebec Bar for over 20 years.
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.
