Instructor for this course
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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 28, 2021

1 Review (1 rating)Reviews

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.

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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  2:43Introduction to CPA’s….Who Are We?
  11:12Common Characteristics and Traits Shared By Colleagues
  7:26Different Experiences and Demographics during Generations
  10:08Evolution Through Generation Continued
  6:28Trust Ourselves
  10:58Consequences of Being CPA and Few Adaptations
  2:11Re-cap
CONTINUOUS PLAY
  51:06CPA’s….Who Are We?
SUPPORTING MATERIAL
  PDFSlides: CPA’s….Who Are We?
  PDFCPA’s….Who Are We? Glossary/ Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM