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Firm practice management

About this topic

Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.

Professional Ethics: The AICPA's Comprehensive Course

Learn the most up-to-date AICPA, SEC, and GAO ethics rules. Through interactive case studies, exercises and illustrative graphics, this CPE course covers the basic...

Course – Textbook,   Course – Online Ethics, integrity & professionalism

AICPA Code: Ethics in Practice

Join this webcast to review how ethics applies to you as a CPA and why it's important to have a code of ethics. Learn how to find what you need in the AICPA Code of...

Webcast Ethics, integrity & professionalism

Ethics and Professional Conduct: Updates

This CPE webcast provides a timely update and refresher on the AICPA Code of Professional Conduct, including the conceptual framework and independence provisions for...

Webcast Ethics, integrity & professionalism

10 Steps to a Digital Office in the Cloud

Improve the quality, efficiency, and profitability of the services you offer your clients. This webcast provides a 10-step roadmap to building your successful practice...

Webcast Firm operations Intermediate

Using Microsoft OneNote as a MAP Handbook Tool

OneNote offers a wide variety of features to record, organize and manage notes of all types. This webcast will teach you how to leverage the power of OneNote, with an...

Webcast Firm operations Foundational

Get Out of the Casket and Up to the Podium

Public speaking is a necessity in today's business world. Learn to overcome your anxiety so you can exude confidence and present clear and engaging information that...

Webcast Communication Foundational

Leadership Improv - Why "Fake It Until You Make It" Works

This webcast uses the lessons and spontaneous creativity of improv acting to improve your leadership and business development skills.

Webcast Team building Foundational

Ethics: Critical Thinking, Case Studies, and Fraud

This webcast will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations.

Webcast Ethics, integrity & professionalism

Working Together - Four Personality Styles in the Workplace

Attend this webcast to review the four basic, but very different, personality styles. Increase the effectiveness of your teams by understanding the dynamics and...

Webcast Team building Foundational

Digital Client Advisory Services Roadmap Workshop

Oct 5, 2017 - Oct 6, 2017 - Chicago, IL - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client...

Conference – Live Strategic planning Foundational

Effective Communication and Negotiation (Recommended for Twitter 101)

Created by the Business Learning Institute (BLI), this one-hour CPE course will examine and walk-through key communication techniques, to include effective listening,...

Course – Online Communication Foundational

AICPA Women's Global Leadership Summit

Nov 8, 2017 - Nov 10, 2017- Chicago, IL - This conference will provide sessions on leadership, boardroom diversity and best practices to enhance the skills and...

Conference – Live Influence Intermediate