Early Career Professional Skills
This track is designed to support the professional skills needed as a first- or second-year public accounting professional. Each session provides up to 2 hours of CPE credit, with up to 10 hours upon completion.
All session are presented in a live webinar format, with an open Q&A following the prepared learning. On-site training can be arranged for an additional fee. Participants will receive a digital workbook for each session, a recording of the completed presentation, and a certificate after the session is complete.
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Those who complete the entire track within one calendar year will receive an Early Career Professional Skills Certification.
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$2,500 for one membership, per year
$4,000 for two memberships, per year
1
What is the most important skill for early career professionals? Firm leaders and clients are unanimous in their response -- Communication Skill! Learning how to interact effectively with team members, managers, and clients is critical to career success. During this session, participants will learn how to create good communication habits, use communication to help further their career, and prepare for difficult conversations.​​​
2
College and internships do a great job of teaching the details of tax law, credits and debits, and financial statements. However, many graduates are unprepared for the business development and sales skills necessary to build a book of business and advance quickly in a professional service environment. In this session, participants will learn the basics of pipeline tracking, building a referral network, and practicing the art of sales.​​
3
Every accountant knows this story: you have 30 projects all at different stages all with different needs. Embracing good project management skills is critical for any professional. During this session, you will learn about different tools and tactics used throughout public accounting, leaving with a personalized process based on your needs to implement immediately.​​
4
Time is your greatest asset and most limited resource. When you are billing for your time, every moment counts. Join us to learn best practices that are backed up by research and work for everyone. Then, experience practical applications and tools, create a time management playbook that works for you. Let us help you take control of your calendar and leverage your time to build value.​
5
Year after year, public accountants describe this season as "a grind" - often with real consequences to physical and mental health, relationships, and career satisfaction. We will discuss how use time and project management best practices, along with setting personal boundaries around sleeping, eating, moving, and down time. This course is designed to to help your busy season lead to personal and professional growth, rather than burnout.