Setting Your Firm’s 2004 Strategic Direction

Setting Your Firm’s 2004 Strategic Direction
Make FAE In-Firm CPE Part of the Equation

Nearly every successful enterprise has a strategic plan to help define operations, set goals and identify priorities. For CPA firms, continuing professional education (CPE) should be a key aspect of that strategic planning.

If the training is high quality, CPE can play a significant role in a firm’s ability to achieve its objectives rather than just drift along. Surprisingly, many CPA firms lack a strategic training vision because they do not take a broad view of continuing education. Instead of planning CPE on a firm-wide basis, firms often allow staff to attend seminars based on ad hoc individual requests or simply to comply with New York state’s mandated triennial CPE hour requirements.

Considering what your firm as a whole needs to learn to be the best can help maximize your CPE budget and your firm’s effectiveness.

The Foundation for Accounting Education’s In-Firm CPE Program can be a tremendous asset to your firm’s strategic approach. FAE can help you leverage your training dollars so you get the most out of the CPE experience. Most important, the entire firm benefits rather than just a single person.

In-firm education can be the difference in achieving excellence and increasing market share, particularly after firm mergers and expansions and new service rollouts. The FAE In-Firm CPE Program is designed with your convenience in mind.

In-firm CPE allows you to pick the topic, date, time and location of your choice, saving your firm money and conserving valuable billable hours. By structuring the CPE session to meet your firm’s needs, you will receive answers specific to your practice from instructors who are trained in the relevant field. And you will learn the latest information without competitors sitting next to your staff.

The FAE professional staff is ready to help your firm strategically plan its continuing education activities for maximum results. We can help you to select the highest-quality private seminars in auditing, accounting, tax, specialized knowledge and ethics, which will help put your firm on the path to success.

For more information about FAE in-firm continuing education, contact Monte Kaplan, senior manager of in-firm education, at 212-719-8431 or mkaplan@nysscpa.org.