Onboarding & Offboarding Employees Effectively
While often treated as simple transaction, onboarding and offboarding can play a critical role in your company's culture. Making sure your employees have a positive onboarding experience can set the table for a successful and lengthy relationship. Conversely, it's important to handle the exit of any employee with care and consideration. Learn more about how to impact turnover through these best practices.
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COURSE #BF-104 | GROUP INTERNET BASED | 50 MIN SESSION | 1 CPE CREDIT
During this training, participants will:
Review Practices
Review your current practices to understand if you have a designated process, what is working well, and opportunities for improvement.
Learn Best Practices
Learn best practices for onboarding and offboarding - including an action checklist that sets a successful path and allows others to exit without disruption.
Develop Your Process
Develop a process that is standardized and regularly reviewed to minimize risk and maintain operational continuity.
Program Details
Fields of Study:
Program Level:
Prerequisites:
Advanced Preparation
Delivery Method:
Presenter:
Reviewer:
Marketing, human resources, firm management, operations
Intermediate
Must be in firm leadership, such as director, partner, or MP
None needed
Group internet based
Ann Kidd
Hale Goetz
PRESENTER:
Ann Kidd
Ann Kidd is the president of Content CPA and the former Managing Director of Talent & Brand for a top accounting firm. Ann has over a decade of experience in HR planning and training and holds a master's degree in Marketing Communications from Northwestern University. Ann was named a Crain's Chicago Business Notable Leader in Community Development in 2021 and the US Financial Marketer of the Year in 2022.
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WHY CONTENT CPA
The Content CPA team started together as an in-house marketing and training team for an accounting firm with an aggressive (and successful) growth plan. Today, we are bringing relevant training and marketing support to this industry. All of our CPE must meet three critical requirements. It must be engaging. It must build skills critical for growth. It must applicable to real-world accounting challenges.
Content CPA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.