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Next Steps Series – Client Needs: Beyond Best Practices in Client and Customer Service

ID: 60350
Monday June 03, 2024 10:00AM - 11:00AM
Topics:
Business Management + Strategy
Non-members
$82.00
Members
$71.00
Your price
$82.00

Customer Service is moving to Customer Experience, and modern firms must keep up with their clients, or fail at sustainability. Competition is no longer just down the street. Clients are demanding more value, and wanting a shift from reactive reporting to real time services. In the future, the customer experience will be measured by value, contribution, impact and sustainability.

Learning Objectives:

· Differentiate between customer service and customer experience

· Recall the three levels of customer relationships

· Recognize core organizational and cultural decisions that build a sustainable culture of good customer experience

· Recall key points of the Herzberg’s Motivational Theory

· List techniques for delivering great customer experiences

Who will benefit:

· Professionals in a leadership, supervisory or managerial position

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Getting Comfortable with Being Uncomfortable

ID: 60352
Tuesday June 04, 2024 10:00AM - 11:45AM
Topics:
Business Management + Strategy
Non-members
$142.00
Members
$118.00
Your price
$142.00

Organizations must be intentional in cultivating environments where diverse team members can thrive, feel empowered to make recommendations and take chances. Initiatives to help leaders, both men and women, identify unconscious bias will benefit the morale and increase the retention and advancement of diverse leaders. The instructor will use various scenarios and their own lessons learned as a STEM leader as well as a finance leader.

Learning Objectives:

· Identify and develop a business case for diversity initiatives

· Identify techniques to counter unconscious bias

· Identity skills needed to take a seat at the Executive table

Who will benefit:

Professionals in leadership roles

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive

ID: 60359
Thursday June 06, 2024 10:00AM - 11:00AM
Topics:
Business Management + Strategy
Non-members
$82.00
Members
$71.00
Your price
$82.00

Just like competitive salaries, flexible work options are table stakes for top talent. With COVID-19, many teams have had to convert overnight to fully remote. But how do you lead in an environment where pants are optional? And what does it look like to lead someone who is more of a vendor than an employee? Using lessons learned, this session will explore the 4 Ps (Purpose, People, Platforms, and Processes) to effectively lead a remote and even gig economy team.

Learning Objectives:

· Recognize the importance of culture and purpose in leading teams of all kinds but especially remote ones

· Identify the right people and the right seats needed for your success

· Understand the role of platforms in collaborative work, project management, and communication

· Define and create the processes to enable teams to effectively and efficiently work remotely

Who will benefit:

Anyone who leads others

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Business Case for Designing an Experience-Led Organization

ID: 60360
Friday June 07, 2024 08:00AM - 10:40AM
Topics:
Business Management + Strategy
Non-members
$201.00
Members
$166.00
Your price
$201.00

In an age when word-of-mouth has become weaponized, traditional marketing approaches to brand and reputation are no longer sufficient. This course educates business leaders on the changing market conditions of our Experience Economy, where experience-led brands have begun to dominate. It features an introduction to customer experience, employee experience, and intentional culture management, use cases, and metrics.

Learning Objectives:

· Identify the critical connections between the future of work—redesigning organizations so “Employee Experience” (EX) and Customer Experience (CX) reign — and winning the battle for talent and customers

· Through use cases, recognize the numerous competitive advantages of the experience-led organization, how to embark on the change management journey, and the crucial differences between operational data (O data) and experiential data (X data)

· Recall human-centered design thinking and its applicability to desired business outcomes

Who will benefit:

Knowledge workers, operational leaders, marketers, HR professionals

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Risk Management Techniques and Tools

ID: 60362
Friday June 07, 2024 09:00AM - 11:00AM
Topics:
Business Management + Strategy
Non-members
$142.00
Members
$118.00
Your price
$142.00

Identify and eliminate risk

Understand how risk affects all areas of business—from hiring and onboarding to customer fulfillment and customer support, and everything in between. Gain the knowledge to make informed decisions about risk assessment. Understand the importance of fully integrating risk assessment techniques into other elements of enterprise risk management.

Tools and techniques

With the assistance of 17 tools and techniques, learn how to assess and manage risks in your organization. Compare SWOT analysis and PESTLE analysis in analyzing risks. Understand how enterprise risk management (ERM) can help protect and enhance stakeholder value. Learn how ERM can be used by businesses of all sizes.

Learning Objectives:

· Distinguish between the ISO, COSO, and generic risk management models

· Recall the benefits of enterprise risk management

· Recognize the challenges implementing enterprise risk management.

· Identify tools and techniques to identify and eliminate risk throughout the organization.

· Determine how processes and procedures can be enhanced by using a value stream perspective for enterprise risk management.

Who will benefit:

· Practitioners of any level who play a risk management role in entities of any size

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

How Culture Affects Risks

ID: 60363
Friday June 07, 2024 11:00AM - 12:00PM
Topics:
Business Management + Strategy
Non-members
$82.00
Members
$71.00
Your price
$82.00

Creating Culture Benefits

Your Organization It's important to dedicate time and resources in:

- Evaluating the company's current culture

- Communicating the company's values

- Creating processes and risk avoidance activities for a healthy corporate culture

- Prioritizing and monitoring risks

This course will help you evaluate your organization’s current culture, and teach you strategies for building a thriving corporate culture.

Learning Objectives:

· Apply the key principles of organizational culture

· Use proactive steps to build a healthy corporate culture

· Determine how to embed risk management into the organization’s culture

· Determine how to assess your current culture

· Apply behavioral-based interviewing

Who will benefit:

· Accountants and finance professionals

· Practitioners at all levels

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Risk Is Increasing — and Risk Management Is Evolving

ID: 60364
Friday June 07, 2024 02:00PM - 03:00PM
Topics:
Business Management + Strategy
Non-members
$82.00
Members
$71.00
Your price
$82.00

Tools for Risk Management

A key to an effective risk management process is to move from the historic silo-based approach to an enterprise-wide approach. During this webcast, you will learn:

- Increased risks for organizations, including technology and cyber risks

- The use of a risk readiness assessment to identify management’s current state regarding risk management

- The importance of retaining talent and updating your business model

- Findings from executive surveys that identify potential risks

Learning Objectives:

· Determine the trends shaping risk and risk management

· Apply the new enterprise-wide perspective in risk management

Who will benefit:

· Accountants and finance professionals

· Practitioners of all levels

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Roles and Responsibilities in Risk Management

ID: 60365
Friday June 07, 2024 03:00PM - 04:00PM
Topics:
Business Management + Strategy
Non-members
$82.00
Members
$71.00
Your price
$82.00

Developing a Strong Risk Management Culture

Successful leaders are anticipatory, understanding the potential effect and wider implications of risks. You can guide staff and correct behaviors with policies and procedures. But to fully actualize a risk management culture, leaders must convey integrity and must step up their commitment to enterprise risk management (ERM). Enterprise risk management means dealing with uncertainty. It requires leaders to make informed decisions managing people, processes and technology. In this webcast, you'll learn what it means to be an anticipatory leader, the five levels of defense in risk management and much more.

Learning Objectives:

· Distinguish what it means to be an anticipatory leader.

· Compare the various roles and individual responsibilities in risk management.

· Apply the 80/20 perspective applied to enterprise risk management.

· Calculate the five levels of defense in risk management as it relates to leadership roles.

· Determine action steps for the board and executive leadership team.

Who will benefit:

· Accountants and finance professionals, practitioners of all levels

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

MBAexpress: Smarter Decision Making — version 2.0

ID: 60368
Monday June 10, 2024 10:00AM - 11:00AM
Topics:
Business Management + Strategy
Non-members
$82.00
Members
$71.00
Your price
$82.00

How to build strong decision-making skills (bold)

It's important to respond quickly and efficiently as businesses have changed and will continue to evolve.

In this webcast, you will learn:

- Key factors that affect decisions

- Varying decision-making styles

- The six decision-making stages

- Barriers to good decision-making

Learning Objectives:

· Identify factors that impact decisions

· Recognize decision-making styles

· Identify six decision-making stages

· Identify barriers to good decision-making

Who will benefit:

· CPAs, accountants and finance professionals

· Corporate finance teams

· Business leaders

· Other financial professionals

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

MBAexpress: Listening for Leaders — V 2.0

ID: 60369
Monday June 10, 2024 01:00PM - 02:00PM
Topics:
Business Management + Strategy
Non-members
$82.00
Members
$71.00
Your price
$82.00

The difference between hearing and listening (bold)

Listening may be harder than you think. In this webcast, you'll learn about:

- Three steps for quality listening

- Introverts and extroverts

- Body language

- The eight things *not* to do

- And more

Learning Objectives:

· Recognize why listening is difficult

· Identify eight listening "don'ts"

· Recall three steps for quality listening

Who will benefit:

· CPAs, accountants and finance professionals

· Corporate finance teams

· Business leaders

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.