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
Operations Manager, Accountability Services
Course Progress
Course Outline
-
Get Your Firm Organized for 2025
- Overview
- Getting Organized - Part 1
- Poll 1
- Getting Organized - Part 2
- Poll 2
- Getting Organized - Part 3
- Poll 3
- Getting Organized - Part 4
- Final Assessment
- Post-Course Survey
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
-
Get Your Firm Organized for 2025
- Overview
- Getting Organized - Part 1
- Poll 1
- Getting Organized - Part 2
- Poll 2
- Getting Organized - Part 3
- Poll 3
- Getting Organized - Part 4
- Final Assessment
- Post-Course Survey
Course Categories
CPE
Beginner
Course Instructor
Autumn Lamb
Operations Manager, Accountability Services