It’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try! During this course, we’ll review those common qualities found among us and discuss the changing nature of our profession and ways that CPA’s can adapt, survive and thrive!

Learning Objectives
  • Identify key changes impacting the CPA profession.
  • Explore and recall common characteristics and traits commonly shared by our colleagues.
  • Identify steps we as professionals can take to build trust with our colleagues.
Last updated/reviewed: March 16, 2024
3 Reviews (20 ratings)

Reviews

5
Anonymous Author
Very good course that covers the importunacy of taking into account how the profession is evolving. We need to have a complete understanding of challenges the profession face and to make it worthy for up-and-coming CPA's can see the benefits.

4
Anonymous Author
Fun class and presentation. Equally useful to CPA's just entering the workforce and senior level CPA's who will be managing the younger generation.

5
Anonymous Author
I thought this course did a great job of explaining where we are at as CPAs and where the profession is going.

Prerequisites
Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to CPA’s….Who Are We?2:43
  Common Characteristics and Traits Shared By Colleagues11:12
  Different Experiences and Demographics during Generations7:26
  Evolution Through Generation Continued10:08
  Trust Ourselves6:28
  Consequences of Being CPA and Few Adaptations10:58
  Re-cap2:11
CONTINUOUS PLAY
  CPA’s….Who Are We?51:06
SUPPORTING MATERIAL
  Slides: CPA’s….Who Are We?PDF
  CPA’s….Who Are We? Glossary/ IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam