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.
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AICPA and CIIPA Annual Summit for Accountants and Financial Professionals
December 14, 2020 - Live online - Join us for a one-of-a-kind gathering for the region, featuring opportunities to engage the profession's leading figures at the...
Conference – Live Macroeconomic analysis Foundational
Accountants Liability: Balancing Risk and Reward (Tax Focus)
Join the AICPA and CNA, the endorsed underwriter for the AICPA Professional Liability Insurance Program, for a panel discussion about professional liability exposures...
Webcast Practice management & professional standards Foundational
Accountants Liability: Balancing Risk and Reward (A&A Focus)
The AICPA and CNA, the endorsed underwriter for the AICPA Professional Liability Insurance Program host this panel discussion about professional liability exposures...
Webcast Firm operations Intermediate
Professional Ethics: 2020 Update and Refresher
A refresher on important ethics requirements to ensure your services are performed with integrity and objectivity, and, where required, independence.
Course – Online Ethics, integrity & professionalism
Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course
Covers the basic tenets of ethical and professional conduct and the principles of ethics.
Course – Textbook, Course – Online Ethics, integrity & professionalism
Professional Ethics for Members in Business
An overview of the ethics standards that apply under the AICPA Code of Professional Conduct to CPAs in business and industry.
Course – Online Ethics, integrity & professionalism
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
Good clients, bad clients: How to manage them all
This article offers tips firms that want to better manage their clients.
Article Firm operations Foundational
Presence: Bringing Your Boldest Self to Your Biggest Challenges
Known around the world for her 2012 TED Talk, ENGAGE 2017 keynote speaker Amy Cuddy teaches us how to use simple techniques to liberate ourselves from fear in...
Publication Influence Foundational
Y-Size Your Business: How Gen Y Employees Can Save You Money and Grow Your Business
ENGAGE 2017 keynote speaker Jason Ryan Dorsey presents a step-by-step methodology for best employing Gen Y without investing a lot of time or money. Get an insider's...
Publication Motivating & inspiring Intermediate
To my mentors and mentees: Thank you
This article offers insights on the value of mentors and key traits great mentors share.
Article Coaching & mentoring Foundational
How implementing value pricing can help your staff get more done
This article discusses how value pricing can help staff get more done because billing by the hour can remove incentives to work efficiently.
Article Firm operations Foundational
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