Transformational CPA Business Skills

Professionalism is a vitally important skill as you navigate your career on a day to day basis and it is undeniably a key component to a successful career.  What constitutes professionalism may evolve over time, or differ from one workplace culture to another. Professionalism is not static, yet there are key elements that we can say are the pillars of CPA professionalism.

Why Attend?

• Evaluate and establish your personal brand and understand the interrelationship of personal brand and business development
• Understand the importance of building a strong business network
• Discuss professional responsibilities of the accounting profession and CPAs, for example, time commitment and continuing professional education.

Who Should Attend?

• Emerging professionals
• Professionals looking to upskill their professionalism

Additional Course Information: This self-paced module is a part of The Ohio Society of CPAs Workforce Development: Upskilling & Reskilling the Accounting Profession General Business Skills bundle. We encourage you to explore each of these courses as a part of your professional development plan. If interested in purchasing the entire bundle, refer to the related products below the product description.

Verbal communication is a vital part of everyday life. It is how most of us communicate at home and work. Therefore, it is important that we are effective in this form of communication. As you navigate this course, you will learn what it means to be an effective communicator, why it’s important to hone these skills, and tips and tricks to improve your verbal communication skills. 

Why Attend?

• Define communication style preference
• Compare and contrast communication dos and don’ts by style
• Examine how to synthesize communication across styles for a mixed audience

Who Should Attend?

• Emerging professionals
• Professionals looking to upskill their professionalism

Additional Course Information: This self-paced module is a part of The Ohio Society of CPAs Workforce Development: Upskilling & Reskilling the Accounting Profession General Business Skills bundle. We encourage you to explore each of these courses as a part of your professional development plan. If interested in purchasing the entire bundle, refer to the related products below the product description.

Have you ever written and sent an internal memo only to realize it was full of errors? Or maybe you sent a quick email to your boss only to realize it wasn’t nearly as professional as it should have been?

These situations can cause us a lot of anxiety, and they can give other people a bad impression of us.

We use written communication every day — think about how often you write an email or send a text message — so it is important that we understand what constitutes clear, concise, and professional writing. Written communication is also important because it can make all the difference between obtaining or losing a new client, impressing or confounding your colleagues, or effectively convincing key stakeholders. Put in that light, it’s obvious why good written communication is so important!

Why Attend?

• Learn the six key steps required to create effective communication and how to apply each step to different types of communications
• Identify the steps to take to understand the context in which communications will occur and the impact context has on the key message, medium/forum, and organizational flow
• Assess your written communication capabilities and develop an improvement plan

Who Should Attend?

• Emerging professionals
• Professionals looking to upskill their professionalism

Additional Course Information: This self-paced module is a part of The Ohio Society of CPAs Workforce Development: Upskilling & Reskilling the Accounting Profession General Business Skills bundle. We encourage you to explore each of these courses as a part of your professional development plan. If interested in purchasing the entire bundle, refer to the related products below the product description.

In this module, you will be introduced to some tools that will help you manage your time better. By the end of this module, you will be able to: understand the importance of good time management and project management; use time management tools such as activity logs, Covey’s 4 Quadrants, and the Pomodoro Method; and use the project management tool, Gantt, to effectively plan out a project. With better time management comes better project management — the more you organize your time, the more you organize your responsibilities. Good time management is a skill that will help you excel in your professional career.

Why Attend?

• You will learn the linkage between time management, individual and team productivity and accomplishment of business objectives.
• You will learn to identify time management principles and techniques.
• You will learn how to apply time management principles and technique to manage your daily schedule, projects, and team productivity.
• You will learn the importance of project management for the accomplishment of team and project/client goals.
• You will learn the criteria teams can use to prioritize their client/project management tasks.

Who Should Attend?

• Emerging professionals
• Professionals looking to upskill their professionalism

Additional Course Information: This self-paced module is a part of The Ohio Society of CPAs Workforce Development: Upskilling & Reskilling the Accounting Profession General Business Skills bundle. We encourage you to explore each of these courses as a part of your professional development plan. If interested in purchasing the entire bundle, refer to the related products below the product description.

In this module, you will learn how to identify and solve problems, how to critically analyze a problem in an effort to overcome it, and how to reflect upon our own problem-solving processes. By the end of the module, you’ll have a greater understanding of how to carefully and thoughtfully work through a problem when it arises.

Why Attend?

• You will learn how to define the benefits of problem solving
• You will learn the steps to identifying the problem and crafting a good problem statement
• You will learn the steps to decomposing a complex problem and analyzing the decomposed parts
• You will learn how to create a problem statement
• You will learn the three problem-analysis tools, which are the Fishbone method, the Five Whys, and Pareto Analysis
• You will learn how to identify biases that could interfere with critical thinking and problem-solving.

By the end of this module, you will have a greater understanding of what it means to identify a problem, decompose complex parts of a problem, analyze the complexities of a problem, and overcome any biases that complicate problem-solving.

Who Should Attend?

• Emerging professionals
• Professionals looking to upskill their professionalism

Additional Course Information: This self-paced module is a part of The Ohio Society of CPAs Workforce Development: Upskilling & Reskilling the Accounting Profession General Business Skills bundle. We encourage you to explore each of these courses as a part of your professional development plan. If interested in purchasing the entire bundle, refer to the related products below the product description.

In this module, you will learn how to become a well-rounded professional by focusing on the professional requirements that are expected of you in your career as a CPA. You will learn the difference between transactional and relational approaches, understand the benefits of becoming a lifelong learner, identify stress reduction strategies and name essential productivity skills such as timeline management, teamwork and billable hours.

Why Attend?

• You will learn the difference between a relational and a transactional approach and explain the most appropriate way to interact with clients which respect their needs and relationships
• You will learn to identify key areas needed to continue professional development including staying current with the business environment, professional expectations, and key competencies and skills
• You will learn to name and describe stress reduction strategies using the BRED acronym, as well as learn techniques to manage uncertainty in the workplace
• You will learn to name and describe productivity skills including timeline management, teamwork and accountability, billable hours and profitability.

Who Should Attend?

• Emerging professionals
• Professionals looking to upskill their professionalism

Additional Course Information: This self-paced module is a part of The Ohio Society of CPAs Workforce Development: Upskilling & Reskilling the Accounting Profession General Business Skills bundle. We encourage you to explore each of these courses as a part of your professional development plan. If interested in purchasing entire bundle, refer to the related products below the product description.