Canopy University

course
Get Your Firm Organized for 2025
Get Your Firm Organized for 2025
Get Your Firm Organized for 2025

About the Course

Field of Study: Business Management & Organization
Advanced Prep: None
Credit Type: CPE
Credit Hours:
1

Running a firm is about a lot more than just accounting. Managing a business takes work and organization. In this webinar, you will hear from two experienced firm operations directors on how they keep their firms organized, build efficient workflows and automations, and effectively communicate everything to clients and staff.

Course Categories

CPE
Beginner

Course Instructor

Autumn Lamb
Autumn Lamb
Course Progress
Not started
Course Outline
  1. Get Your Firm Organized for 2025
    1. Overview
    2. Getting Organized - Part 1
    3. Poll 1
    4. Getting Organized - Part 2
    5. Poll 2
    6. Getting Organized - Part 3
    7. Poll 3
    8. Getting Organized - Part 4
    9. Final Assessment
    10. Post-Course Survey
course
Get Your Firm Organized for 2025
Get Your Firm Organized for 2025
Course Progress
Not started

About the Course

Field of Study: Business Management & Organization
Advanced Prep: None
Credit Type: CPE
Credit Hours:
1

Running a firm is about a lot more than just accounting. Managing a business takes work and organization. In this webinar, you will hear from two experienced firm operations directors on how they keep their firms organized, build efficient workflows and automations, and effectively communicate everything to clients and staff.

Course Outline
  1. Get Your Firm Organized for 2025
    1. Overview
    2. Getting Organized - Part 1
    3. Poll 1
    4. Getting Organized - Part 2
    5. Poll 2
    6. Getting Organized - Part 3
    7. Poll 3
    8. Getting Organized - Part 4
    9. Final Assessment
    10. Post-Course Survey

Course Categories

CPE
Beginner

Course Instructor

Autumn Lamb
Autumn Lamb