In-House CPE & Training: Courses Taught At Your Location, On Your Schedule

Let us bring CPE to you! Choose to take advantage of the In-House CPE & Training Program and we’ll bring CPE courses to your location, at your convenience. Your business is unique and so are your education needs. We offer customized, high-quality programs within your budget.


How Does In-House CPE & Training Work? | Top

Thanks to the VSCPA Customized Education Manager, Lydia Sartori, the in-house program is more prepared than ever to impress you with top-notch instructors, courses and customer service. If you have 10 or more people who need training, you can choose from a wide variety of courses, and we’ll do all the legwork to get you trained at the location of your choice. Here’s how it works:

  1. You contact Lydia with your CPE or training needs
  2. We find the appropriate course and discussion leader
  3. We arrange for the discussion leader to teach the course in your office or at the location of your choice
  4. You just learn — we’ve done the legwork!

It’s that easy! Your staff can experience top-quality CPE without leaving the office.


Benefits of the Program | Top

  • Top national CPE providers and instructors at no additional cost
  • Order courses that address specific needs in your office
  • Work on CPE as a team on your home field
  • Avoid staff travel expenses by training staff at your office
  • Arrange CPE courses on your schedule
  • Most importantly, we take care of the arrangements so you don’t have to!

Increase Your Staff's Performance

Is your staff's performance meeting the demands of a challenging, fast-paced environment? Design a customized education program that allows your staff to grow and meet client needs. We can provide a wide variety of courses in areas such as:

  • Customer service skills
  • Strategic planning
  • Team building
  • Investment planning
  • Controllership issues
  • Fraud detection
  • Financial reporting
  • And much more!

National Providers With Hometown Treatment

Your staff can experience the best courses the profession has to offer right in your office. We give you access to nationally renowned providers, as well as specialized instructors who can build unique programs for your group. Pick from providers such as:

  • American Institute of CPAs
  • Business Learning Institute
  • K2 Enterprises
  • Loscalzo Associates
  • Nichols CPE, Inc.
  • SFT Corporation
  • Surgent McCoy
  • And many more!

Let Us Do the Driving, You Do the Learning

Education dollars go fast, so you have to budget wisely. Spend your funds on the actual program, not mileage and travel time.

The Savings Equation

Do the math! Compare the costs of sending 15 or more of your staff to a seminar to bringing the same course in house. You'll see the savings quickly. Not only does it make sound financial sense, but also you'll get to customize the course to suit your needs.

Sending 20 of your staff to public seminars can cost you as much as $5,600. You can save almost $1,000 by bringing the same program in house.*

Contact Lydia Sartori, VSCPA Customized Education Manager at (800) 733-8272 for more information.

*Cost and savings vary depending on program.


NEW In-House Courses by Jim Cole, CPA, Enhance This Popular CPE Option | Top

Virginia Society of CPAs (VSCPA) member and popular speaker James D. Cole, CPA, has developed several new courses to add to the growing list of CPE available through the VSCPA In-House CPE & Training Program. Jim has extensive experience with business and nonprofit organizations including roles as auditor, consultant, officer, founder and/or board member to several dozen tax exempt entities and entrepreneurial businesses, both in the U.S. and abroad.

Available now are several courses that draw upon Jim’s extensive work and lecture experience. These courses are ready in one- or two-hour formats making them perfect for a lunch ‘n learn, breakfast meeting or an afternoon of CPE for your staff. Titles include:

  • Techniques to Enhance the CPA’s Communication to Non-Financial Experts
    • Often CPAs and other financial experts are frustrated in their attempts to speak and communicate effectively in their dealings with non-financial experts. Explore methods of enhancing the communication process in this essential one- or two-hour course.
  • Basic Estate Planning for the Busy Professional
    • Many busy professionals overlook the need to understand basic estate planning and the opportunity to both save thousands of dollars in estate taxes and provide for the security of their families. Get a framework for understanding this complex but crucial topic by bringing in this one- or two-hour course.
  • Effectively Managing Generational Differences in the Workplace
    • Countless companies indicate that “generational tension” exists in the workplace. Understand the issues involved and receive strategies to avoid such problems where you work with this one-hour in-house CPE option.
  • Effectively Serving on Nonprofit Boards
    • CPAs and other financial experts are frequently asked to serve on the boards of nonprofit organizations. These experiences can be rewarding and fulfilling, but training and educational materials to support this worthwhile endeavor are often limited. Get advice as both a board member and a nonprofit organization in this one-hour session.
  • The Building That the Nonprofit Built
    • Many nonprofit organizations have or will face the question of building a new facility to support their overall mission or a particular program. Avoid the numerous pitfalls that await organizations, managers and professional advisors with this vital one-hour course.

In-House CPE Continues to Grow With NEW Courses From Derrick Strand | Top

The list of CPE available through the Virginia Society of CPAs (VSCPA) In-House CPE & Training Program continues to grow with seven new courses from VSCPA member, Derrick R. Strand, CPA.

Available now are several courses developed by Derrick using his varied and entrepreneurial work experience. These courses are ready in one- or two-hour formats making them perfect for a lunch ‘n learn, breakfast meeting or an afternoon of CPE for your staff. They can also be expanded if you have more time and would like to go into greater detail. Titles include:

  • Process Improvement
    • Take the next step toward achieving your company’s goals. Learn the fundamentals of process improvement, then get the playbook on how to use your knowledge to immediately advance your business. Study keys to success, common pitfalls, implementation methodology, different approaches and more.
  • Enterprise Performance Management Using a Balanced Scorecard
    • Ensure employees’ activities are contributing to the company’s overall success. Study performance management and the use of the balanced scorecard using examples, success stories and pitfalls to avoid. Use key success factors to begin a better path toward reaching your vision.
  • Strategic Cost Reduction
    • The current economic environment is driving companies to reduce costs. Smart strategic cost reduction can achieve short term goals and sustain for long term success. In this session, walk through the methodology, critical success factors and pitfalls to avoid as you get the blueprint to increase efficiency now.
  • What Makes a Great Company
    • Combining research and teachings from three of the most valuable business books of the past 20 years — “The Discipline of Market Leaders,” “Built to Last” and “Good to Great” — this course details the inner workings of great companies, such as stock performance, defining corporate identity, myths and important traits. Learn how to apply these findings to your company and introduce them to your clients.
  • Discipline of Execution 
    • 90% of company strategies fail due to poor execution. Discuss why companies fail to execute strategies and what can be done to make execution a core competency. Using case studies, explore leading with the right behaviors, creating a rewarding culture, getting appropriate people in the right places, measurement systems to drive correct behavior, managing surprises and more. Leave with ideas and proven concepts to immediately improve your business.
  • Change Management Techniques
    • Managing change can be the key to success in any major initiative in your business. What is change management? Why do projects fail without it? Why do companies ignore it? Answer these questions and study relevant cases to take away ideas and tools that will help you become more effective as a change leader and sponsor of beneficial change.
  • Building a Successful Consulting Practice
    • Benefit from Derrick’s experience. Discuss the lessons learned while developing consulting practices from scratch and revitalizing struggling practices. Topics include effective hiring, business development, building a successful business, internal systems, short term vs. long term thinking and more.  

 

In-House CPE Adds Excellence With NEW Courses From Brian Kush | Top

The Virginia Society of CPAs (VSCPA) adds to its quality VSCPA In-House CPE & Training Program with four new courses from Brian Kush, CPA, CISA, CITP. Plus, benefit from the personal touch of a local instructor. Brian’s presentation philosophy is to make you an integral part of the event, and he follows up personally to make sure you can implement the methods and techniques to best serve your organization.

Using his 14 years of experience as a CPA, leader and professional coach to accountants, Brian has developed four courses to enhance work and life for Virginia CPAs. The courses below are available in four- or eight-hour formats for the perfect day of CPE for your office, at your office:

  • Godzilla Time Management for Accountants — Investigate the latest time management techniques specifically presented to benefit accountants in an enjoyable, interactive forum. Fully customizable to your firm and participants, this experience includes a coaching session for each participant for measurable results.
    • Learn techniques for juggling competing priorities and use technology to its fullest in the process
    • Add hours to your week using personal outsourcing, time blocking and consistent routines
    • Take away five things you can do right now to take control of your demanding inbox
    • Plus, see a fun video clip of “Office Space II — Accountants on the Clock.”
  • Client Leadership — Discover various ways you can improve client management and client relationships.
    • Discuss the importance of client management and its effects on your personal career, your own time management and the profitability of your firm
    • Uncover common project management pitfalls and discuss tools and ideas to plan for and combat them
    • Learn how to create a client “profile” which will assist you in encouraging personal relationships, stimulating creativity with your client service and developing loyal clients.
  • Attracting Talent from the Inside Out — This interactive course explores ideas, methods and attitudes in attracting top talent to your organization.
    • Learn how to turn your organization into a naturally recurring referral system to draw new talent
    • Tailor your recruiting programs to today’s mobile worker and understand how younger generations want to be approached, communicated with and recruited
    • Plus, learn valuable analogies from the college football recruiting process and walk away with 5+ questions you can ask tomorrow to impress recruits.
  • Goal Setting With Purpose — Discover various ways you can set personal and organizational goals, and discuss the pros and cons of the different methods.
    • Relate how goals are correlated to achievement, your personal time management and your teams’ project management prowess
    • Topics covered include creating goals as a team, articulating and documenting them clearly, using visualization techniques and measuring success
    • Also, explore the relationship between goals and your notorious “To Do” list in this interactive session.  

If you are not currently using the VSCPA In-House CPE & Training Program in your office, you are really missing out. Don’t waste money on staff travel expenses. Let us come to you. Contact Lydia Sartori, VSCPA Customized Education Manager at (800) 733-8272 for more information.