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Whetstonegroup

Self-Study CPE
HOW TO WORK ANYTIME, ANYWHERE
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WIN-WIN DELEGATION STRATEGIES FOR ACCOUNTING PROFESSIONALS
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DIVERSITY & INCLUSION: DEFINE, IDENTIFY & RECOGNIZE KEY COMPONENTS FOR CPAs
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MANAGING STRESS & CONFLICT: A GUIDE FOR FINANCIAL PROS IN TOUGH SITUATIONS
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3 HABITS TO BOOST PRODUCTIVITY WHILE DECREASING STRESS AND ANXIETY
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HOW TO PROMOTE POSITIVE MENTAL HEALTH & RESILIENCE DURING CHALLENGING TIMES
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FROM FRAZZLED TO FREEDOM: MANAGING STRESS AND ACHIEVING PERSONAL WELLNESS
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USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
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GETTING BACK TO WHO YOU ARE: AUTHENTICITY
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CONFUSION TO CONNECTION: EFFECTIVE COMMUNICATION STRATEGIES FOR ACCOUNTANTS
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MAKING YOUR RESOLUTIONS WORK
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UNLOCK THE POWER OF SLEEP: 12 ESSENTIAL STEPS FOR IMPROVED REST & REJUVENATION
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TRUSTED ADVISORS AND MENTAL HEALTH CONCERNS: MAKING THE CASE FOR CHANGE
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THOUGHT LEADERSHIP: HOW TO POSITION YOURSELF FOR SUCCESS
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SID KESS'S KEYS TO ACHIEVING A FULL PERSONAL AND PROFESSIONAL LIFE
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EMPOWERING HISPANIC BUSINESS OWNERS: A CHECK-IN WITH VANESSA VASQUEZ
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DON'T TREAT BURNOUT AS A BADGE OF HONOR
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SID KESS: A LEGEND & HIS LEGACY IN THE ACCOUNTING PROFESSION
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MENTAL HEALTH MASH-UP: BEATING BURNOUT
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FIVE WAYS TO DECREASE STRESS DURING TAX SEASON: INTRO AND Q&A WITH SID KESS
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NEGOTIATING AND OVERCOMING OBJECTIONS
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DEVELOPING YOUR TEAM LEADER SKILLS
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MASTERING MENTAL TOUGHNESS: ELITE STRATEGIES FOR SUCCESS AND RESILIENCE
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MULTILINGUAL SKILLS, EXCEL & FINANCIAL ADVISING MASTERY
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TAX LAW AND SOCIAL JUSTICE
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HOW TO SUCCEED AS A FIRST TIME MANAGER
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PRACTICAL FINANCIAL NEGOTIATION TIPS
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NURTURING YOUR SOUL
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NAVIGATING PROFESSIONAL AND PERSONAL GROWTH WITH LEO FLOWERS
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UNLEASHING EQ IN ACCOUNTING: LEADERSHIP & WELL-BEING MASTERY
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Free cpe webinars
Win-Win Delegation Strategies for Accounting Professionals

WIN-WIN DELEGATION STRATEGIES FOR ACCOUNTING PROFESSIONALS

CPE Processing Fee$10.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Personal Development
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateApril 16, 2020
Date OfferedApril 17, 2021
Expiration DateApril 17, 2022
Course Description

At some point every professional faces the delegation dilemma. On one hand, we know we should delegate more in order to operate at our highest and best use. On the other hand, delegation can take time that
we don’t have—because we need to delegate. This course offers specific strategies, tips, pitfalls and tools which will enable participants to more effectively transition work and model behaviors in order to foster delegation among others.

Learning Objectives:


  • How to recognize and avoid delegation pitfalls

  • The importance of modeling good delegation practices

  • Strategies to develop others through delegation behaviors

  • Why how you delegate is as important as what you delegate

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Windelegation selfstudy
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:09:00 minutes
QUESTION 2: 0:31:00 minutes
QUESTION 3: 0:54:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Whetstonegroup

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms nationwide. She has more than 20 years of CPA firm marketing experience.

Carrie helps clients:

  • Build a sustainable growth culture and improve employee engagement
  • Develop a firm vision for growth and effective top-line growth plans
  • Establish systems of accountability for business development
  • Improve sales results to maximize ROI on marketing

 

She is also a skilled trainer, providing group sales training, curriculum development, and one-on-one coaching that enables attendees to better understand the sales cycle and develop the personal skills necessary to close sales. Firm leaders, practitioners, marketing professionals benefit from her knowledge and dynamic approach.

Before joining Whetstone, Carrie was an in-house marketing director in the national marketing office of RSM McGladrey, Inc.

Carrie has presented for the AICPA, the Association for Accounting Marketing’s (AAM) Annual Summit, the Indiana CPA Society, DFK USA’s Annual Growth Summit, Moore Stephens North America, MSI Global Alliance’s International Managing Partner Con- ference, BKR’s Annual Marketing Meeting, Allinial Global, AGN MAP Conference and The International Group of Accounting Firms (IGAF). She has been published in the AAM’s MarkeTrends, The Journal of Accountancy and the CPA Practice Management Forum. She is a co-author of “Bridging the Gap: Strengthening the Connection between Current and Emerging Leaders in the CPA Profession”.

Carrie is Vice-President of the CPA Consultants’ Alliance (CPACA), a working group of thought leaders within the CPA profession. She is also the current Treasurer of the National Association of Accounting Marketing’s (AAM's) Board of Directors, past Chair of AAM’s Education Committee and a member of The CPA Consultants’ Trust.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Whetstonegroup

A Whetstone is a tool used to sharpen a cutting edge. Although a simple tool, it must be applied correctly to be effective. The Whetstone Group’s mission is to help our clients improve value drivers and hone their competitive edge. Each tool has been tested and refined by professionals with decades of experience in the accounting profession. When applied properly these tools can restore your sharp focus and offer you new ways to not only compete, but also grow.

In August of 2000 Larry Bildstein and Carrie Steffen founded The Whetstone Group. Combining their knowledge of the accounting profession, Larry’s experience as a regional managing partner with RSM McGladrey and Carrie’s leadership in the RSM’s national marketing office, The Whetstone Group offers CPA firms nationwide proven and effective tools for top-line growth and increasing firm value.