CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

How to Run a Meeting

Icon_Self-Study
QAS Self-Study
Icon_Level
Overview
Credits
CPE Credits
2 Credits: Personal Development

Course Description

Meetings can be an excellent use of time when they are well-run. This course discusses the sequence of events that should be followed to ensure that a meeting is successful. 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 ways to deal with problem employees and the best meeting room layout.

Learning Objectives

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

Chapter 1

  • 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.

Chapter 2

  • Describe the circumstances under which a consensus building process can go wrong.
  • Recognize the methods used to mitigate an excessive amount of group uniformity.

Chapter 3

  • Describe how to deal with differing room sizes.

Chapter 4

  • Describe the characteristics of the different types of questions.

Chapter 5

  • Specify the techniques used to deal with recurring meetings, large meetings, and small meetings.

Course Specifics

Course ID
7167003
Revision Date
August 2, 2022
Number of Pages
61
Prerequisites

There are no prerequisites.

Advanced Preparation

None

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.

Course Instructor

Steven M. Bragg Headshot
Steven M. Bragg, CPA

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 250 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 …

Steven M. Bragg, CPA Read More »

How to Run a Meeting

Expert Instructors
CPE CREDITS
2 Credits: Personal Development

$58.00$78.00

Clear
Icon_Self-Study
QAS Self-Study
Icon_Level
Overview
Credits
CPE Credits
2 Credits: Personal Development

Course Description

Meetings can be an excellent use of time when they are well-run. This course discusses the sequence of events that should be followed to ensure that a meeting is successful. 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 ways to deal with problem employees and the best meeting room layout.

Learning Objectives

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

Chapter 1

  • 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.

Chapter 2

  • Describe the circumstances under which a consensus building process can go wrong.
  • Recognize the methods used to mitigate an excessive amount of group uniformity.

Chapter 3

  • Describe how to deal with differing room sizes.

Chapter 4

  • Describe the characteristics of the different types of questions.

Chapter 5

  • Specify the techniques used to deal with recurring meetings, large meetings, and small meetings.

Course Specifics

Course ID
7167003
Revision Date
August 2, 2022
Number of Pages
61
Prerequisites

There are no prerequisites.

Advanced Preparation

None

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.

Course Instructor

Steven M. Bragg Headshot
Steven M. Bragg, CPA

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 250 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 …

Steven M. Bragg, CPA Read More »

How to Run a Meeting

Expert Instructors
CPE CREDITS
2 Credits: Personal Development

$58.00$78.00

Clear