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State Societies Conference Call

State Societies Conference Call. April 3, 2012. Introductions. Mike Ramos, Director – CPE & Training, Professional Development. Eileen Wollenburg, Senior Manager - Business Development, Professional Development. Agenda. CPE Electronic Catalog Why an Electronic Catalog? What’s New

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State Societies Conference Call

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  1. State Societies Conference Call April 3, 2012

  2. Introductions Mike Ramos, Director – CPE & Training, Professional Development Eileen Wollenburg, Senior Manager - Business Development, Professional Development

  3. Agenda • CPE Electronic Catalog • Why an Electronic Catalog? • What’s New • Benefits • Course Information Sheet • Companion Documents • Timeline • Q&A • Trusted Business Advisor Workshop • Open Forum Q & A

  4. Why an Electronic Catalog? • Changes in the Profession have increased dramatically • Members want training on emerging issues • In order to meet this need, AICPA is moving toward continuous content development • The Electronic Catalog enables us to support this Business Model of continuous content development

  5. What’s New • CPE Catalog will be available electronically • Decision to provide a more user friendly catalog with search functionality and accessibility • We are moving to an eco-friendly catalog • These ideas are just our initial thoughts. We need your feedback in order to provide the benefits you need.

  6. Benefits • Content will be updated regularly • All updates will be shared immediately • Printing option for Catalog will still be available • We will continue to share each State Society's schedule

  7. Old Group Study Printed Catalog… • Frustrating trying to find information • Bulky • Can get lost or ruined • Stale content • Course development was tied to catalog dates and thus limited us on offering more availability • Costly to print

  8. The Electronic Course Catalog • Proposed Features • Easy access • Search features • Content is “live” • Updates readily available • Emailable • Printable

  9. Course Information Sheet

  10. Companion Documents • Instructions on how to navigate the catalog and schedule courses • Will include: • Suggestions on how to choose/pair courses • Scheduling notes • Administration and Pricing Information • FAQs • Available electronically or may be able to print

  11. We welcome your participation! • Currently assembling a group to help us refine features and functionality further • Group will participate in pilot test of the Electronic Catalog

  12. Timeline • April 17: Last day for individuals to notify Jalene Bowersmith ofinterest in test group participation • May 15: Test group conference call • June 15: Demo testing launches • July 15:Demo feedback shared and QC findings corrected/implemented • August 31: Electronic Catalog is Live

  13. Q&A

  14. Course Acronym: TAW2 • NASBA Field of Study: 8 Business Management and Organization • CPE Credit Hours: 8 (Accepted for CMA and CFM continuing education) • Course Geared Toward: Sole Practitioners and CPAs in small and medium firms • www.cpa.com/training

  15. Course Objectives • Learn ways to present yourself to clients knowledgably and confidently, and demonstrate and price your unique value • Study techniques on how to engage in thought-provoking conversations that get to the source of what is keeping your clients awake at night • Strengthen core skills and evolve as your clients’ strategic partner by integrating knowledge, expertise and resources from multiple disciplines • Learn how to build strong relationships and earn your clients’ trust

  16. Participants will leave the workshop with: • A process to implement the Trusted Business Advisor role in their firm • A customizable toolbox with more than 10 useful tools available for immediate use • A valuable workbook to help put what they learn into practice • Exclusive access to the 60 Second Advisor eBook, providing quick tips and advice for the Trusted Business Advisor • Eight CPE credits (accepted for CMA and CFM)

  17. Why Should You Offer This Course? • AICPA PCPS will pay facilitators’ fees! • Suggested course pairings • NSFP, SPPC, LEAD, TNWIS, TBFF, TLWP, CL4SPPC, CL4TNWIS, CL4TBFF, CL4TLWP, and CL4SGYC • AICPA PCPS will provide marketing collateral to reach your members • A customizable promotional brochure providing course information • A link to a promotional video of practitioner testimonials discussing what it means to be a Trusted Business Advisor • Sample tweets and Facebook and LinkedIn posts to reach members through social media outlets. • To schedule the course contact your Program Coordinator • Jill Thomas (jthomas@aicpa.org) • Alicia Carr (acarr@aicpa.org)

  18. Open Forum Q&A

  19. Thank you for your participation!

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