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Courses/Accounting & Tax/Soft Skills for Accountants

Leading Effective Meetings for CPAs

This course will describe the purpose and benefits of using an agenda for all CPAs.

Created byLambers Inc.workspace_premium
4.2
(85 reviews)
IntermediateUpdated Jan 22, 2025
Leading Effective Meetings for CPAs

What You'll Learn

check_circleList the six principles for effective meetings
check_circleDescribe the purpose and benefits of using an agenda for all project meetings
check_circleIdentify the benefits of establishing meeting ground rules
check_circleDescribe the importance of recording meeting minutes
check_circleList the steps for closing a meeting

About This Course

This course will describe the purpose and benefits of using an agenda for all CPAs. This course will also describe and benefits of establishing ground rules for meetings and the importance of recording meeting minutes and list the steps for effectively closing a meeting.

Field of Study: Management Services

Your Instructors

Lambers Inc.
Lambers Inc.
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star4,514 reviews

Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

Chris Clark
Chris Clark

EA, PMP

Chris Clark, EA and a PMP. Chris has been involved in the e-learning industry for over 20 years. He creates courses that are training professionals in the following industries: Accounting, Finance, Taxation, Information Technology, Project Management, Networking, and Security. Chris also has an instruction design certification and consults on many training projects.

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

4.2
Student's Choice
85 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 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.