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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 (804) 612-9425 for more information.

*Cost and savings vary depending on program.




In-House Courses | Top


The outstanding instructors below have courses available (in various lengths from 1–8 hours) through the VSCPA In-House CPE & Training Program, but this list is not exhaustive. If you would like more details on any title below or you don't see a course here that will fit your needs, please contact Lydia Sartori at lsartori@vscpa.com or (804) 612-9425 for more listings or information.


Judy Borsher, CPA, MBA, CITP, Microsoft Certified Instructor (Office 2007), is the president of SCG Training and Consulting Corporation, a technology firm providing instructor-led training, consulting and programming services. She also is a national presenter of technology CPE programs for the accounting community and since 1987, has delivered more than 1,600 technology lectures with consistently high ratings. Her titles include:

  • Office 2007 Update
  • Excel 2007 New Features Update for Accountants
  • Advanced Excel Tips
  • Excel PivotTables
  • Microsoft Word Update for Accountants
  • Outlook Productivity Tips
  • PowerPoint Tips for Accountants
  • Adobe Acrobat Professional 9 Update and Tips

Jim Cole, CPA, 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. He has consulted with businesses, nonprofit organizations and state agencies throughout the country, frequently speaking at regional, national and international conferences. His titles include:

  • Techniques to Enhance the CPA’s Communication to Non-Financial Experts
  • Basic Estate Planning for the Busy Professional
  • Effectively Managing Generational Differences in the Workplace
  • Effectively Serving on Nonprofit Boards
  • The Building That the Nonprofit Built

Brian Kush, CPA, CISA, CITP, is president of Moxie Partners, a professional coaching and personal networking company that helps accountants and IT professionals achieve in self-defined and measurable ways. Brian has helped professionals save hours in their work week, develop leadership and communications skills that lead to better served clients and more profitable engagements, and create and live personal mission statements that lead to better work/life balance. His titles include:

  • Client Leadership
  • Daily Personal Planning
  • Delegation: Dumping or Empowering
  • E-mail Management
  • Interruptions: Dependence or Avoidance
  • Mentoring and Coaching Skills for Your Professionals
  • Personal Branding
  • Professionalism
  • The CPA Exam: An Overview and Keys to Passing
  • The “T” Word (Enhancing Relationships Through “Trust”)
  • Godzilla Time Management for Accountants
  • Client Leadership
  • Attracting Talent From the Inside Out
  • Goal Setting With Purpose

Meg Shrum is senior vice president of the Virginia office of SES Advisors, Inc. Her focus is on feasibility assessment, transaction structure and financing of ESOP transactions. Meg comes to SES Advisors with 18 years of experience in the commercial banking sector, spending the last seven years providing financing for ESOP transactions across the country. Her two-hour seminar is titled:

  • Succession Planning Using an Employee Stock Ownership Plan (ESOP)

Derrick Strand, CPA, has been a CPA for more than 16 years navigating his way through positions of increasing responsibility at KPMG, International Paper and Deloitte before starting a management consulting practice from scratch. This includes roles as a financial auditor, internal audit director, senior management consulting manager and president. His titles include:

  • Process Improvement
  • Enterprise Performance Management Using a Balanced Scorecard
  • Strategic Cost Reduction
  • What Makes a Great Company
  • Discipline of Execution
  • Change Management Techniques
  • Building a Successful Consulting Practice

Working Dynamics, Inc., is a Richmond-based consulting firm providing assessment, development programs and conflict management to organizations in business, government and nonprofit sectors. Their mission is to help organizations and their leaders reach new heights using conflict in its most constructive forms. Their titles include:

  • Communicating to Be Heard
  • Interpersonal Communication
  • Effective Presentation Skills
  • Effective Business Writing
  • Service Practices That Build and Retain Clients
  • Feedback for Results
  • Managing Conflict in Today’s Workplace

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 (804) 612-9425 for more information.