CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Self-Study

How to Run a Meeting

Elevate the quality of your team meetings with consensus building and strategic room management techniques.

Individual
Teams

Price range: $58.00 through $78.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

2 Credits: Personal Development
Course Level
Overview
Format
Self-Study

Course Description

When not properly managed, a meeting can be a waste of time. Agendas are vague, attendees are not motivated to participate, and there are no concrete results. How to Run a Meeting reveals how to use proper preparation and problem-solving skills to make meetings succeed, every time. The course discusses the proper sequence of events to follow that lead up to a meeting. It also notes the different types of decision-making processes that can be used in a meeting, as well as the attributes of the ideal meeting leader. The course covers numerous other topics, including dealing with problem employees and the best meeting room layout. The outcome should be an immediate turnaround in the effectiveness of your meetings.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Recognize the types of people who attend meetings.
  • Describe the problems caused when too many people attend a meeting.
  • Cite the characteristics of the different types of meetings.
  • Specify the types of information included in a post-meeting memo.
  • Describe the circumstances under which a consensus building process can go wrong.
  • Recognize the methods used to mitigate an excessive amount of group uniformity.
  • Describe how to deal with differing room sizes.
  • Describe the characteristics of the different types of questions.
  • Specify the techniques used to deal with recurring meetings, large meetings, and small meetings.
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Course Specifics

Course ID
7167003
Revision Date
July 30, 2025
Prerequisites

There are no prerequisites.

Advanced Preparation

None

Number of Pages
67

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …