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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260630T120000
DTEND;TZID=America/Detroit:20260630T120000
DTSTAMP:20260410T123254
CREATED:20250810T162010Z
LAST-MODIFIED:20250811T040515Z
UID:10005574-1782820800-1782820800@sc.cpa
SUMMARY:(SSET410/26) Surgent's AI and Data Ethics in Accounting
DESCRIPTION:Event Description\nThis course explores the ethical considerations of AI in accounting. Participants will examine the principles of AI data ethics\, regulatory requirements\, and strategies for ethical AI use. \nDesigned For\nCPAs and accountants at all levels seeking a greater understanding of artificial intelligence \nObjectives\n\nUnderstand the fundamental principles of AI and data ethics and their relevance to accounting \nAnalyze the ethical implications of AI adoption in auditing and accounting with a focus on independence\, objectivity\, and professional skepticism \nDescribe the concepts of algorithmic bias and fairness in AI systems and develop strategies to mitigate these issues \nEvaluate the regulatory requirements and guidelines from national and international bodies regarding AI and data ethics \nDevelop strategies for ensuring ethical use of AI in accounting practices\n\nMajor Subjects\n\nFundamental principles of AI and data ethics  \nImportance of ethics in AI adoption  \nRelevance of data ethics in accounting practices  \nFrameworks for ethical AI implementation \nEthical implications of AI in auditing and accounting  \nMaintaining independence and objectivity  \nEnsuring professional skepticism with AI tools  \nAddressing ethical dilemmas in AI-driven audits  \nAlgorithmic bias and fairness in AI systems  \nIdentifying and understanding algorithmic bias  \nStrategies to ensure fairness in AI models  \nCase studies on bias and fairness issues in accounting  \nRegulatory requirements and guidelines  \nOverview of national and international regulations (e.g.\, GDPR\, HIPAA)  \nCompliance with ethical standards in AI use  \nEmerging guidelines from accounting bodies on AI ethics  \nStrategies for ethical AI use in accounting  \nImplementing ethical AI frameworks and tools  \nPromoting transparency\, accountability\, and fairness  \nDeveloping a culture of ethics in AI-enhanced accounting practices
URL:https://sc.cpa/event/sset410-26-surgents-ai-and-data-ethics-in-accounting/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260630T120000
DTEND;TZID=America/Detroit:20260630T120000
DTSTAMP:20260410T123254
CREATED:20250810T162015Z
LAST-MODIFIED:20250811T040512Z
UID:10005575-1782820800-1782820800@sc.cpa
SUMMARY:(SSTE463/26) Surgent's Defending Firms: Email Fraud\, Cloud Risks\, Cyber Insurance\, and Remote Work Security
DESCRIPTION:Event Description\nCyber threats targeting accounting and finance professionals are growing more sophisticated\, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today\, including email fraud\, phishing attacks\, cloud security risks\, and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies\, participants will learn how to recognize and mitigate cyber threats\, evaluate cyber insurance policies\, and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards. \nDesigned For\nAccounting and finance professionals who wish to be well-versed in the latest cybersecurity challenges and solutions \nObjectives\nRecognize and mitigate cyber threats\, evaluate cyber insurance policies\, and implement security measures that protect firms and clients \nMajor Subjects\n\nEmail fraud \nPhishing attacks \nCloud security risks \nCyber insurance \nSecuring remote work environments
URL:https://sc.cpa/event/sste463-26-surgents-defending-firms-email-fraud-cloud-risks-cyber-insurance-and-remote-work-security/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260630T120000
DTEND;TZID=America/Detroit:20260630T120000
DTSTAMP:20260410T123254
CREATED:20250810T162017Z
LAST-MODIFIED:20250811T040514Z
UID:10005576-1782820800-1782820800@sc.cpa
SUMMARY:(SSOT455/26) Surgent's Business Writing: Professional & Effective Emails
DESCRIPTION:Event Description\nGood writing is good business. Studies show that the average business worker receives 121 emails per day. That’s a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course\, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism. \nDesigned For\nAny CPA interested in writing professional\, effective emails. \nObjectives\n\nOrganize thoughts to create purposeful\, clear\, and concise writing \nUnderstand how to write for your reader \nPractice applying techniques for writing more efficient\, readable\, outcome-focused emails \nUse an appropriate tone and professionalism in business communications \nPlan for continued improvement and apply learned skills\n\nMajor Subjects\n\nPreparing to write: what is my purpose and objective and who is my audience \nWhen email is the appropriate communication methodology and when it’s not \nCommon email mistakes and how to avoid them \nProven techniques for writing more efficient\, readable\, and outcome-focused emails
URL:https://sc.cpa/event/ssot455-26-surgents-business-writing-professional-effective-emails/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260630T120000
DTEND;TZID=America/Detroit:20260630T120000
DTSTAMP:20260410T123254
CREATED:20250810T163510Z
LAST-MODIFIED:20250811T040506Z
UID:10005577-1782820800-1782820800@sc.cpa
SUMMARY:(SSTX682/26) Surgent's Employer's Handbook: Legal\, Tax\, and Health Care Issues
DESCRIPTION:Event Description\nThe employer-employee relationship strains both sides in uncertain times\, and businesses need CPAs\, controllers\, and other advisors to provide understanding of the complex legal\, tax\, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments. \nDesigned For\nCPAs seeking an in-depth understanding of employment issues \nObjectives\nIdentify the legal issues in hiring\, evaluating\, and firing employeesDiscuss federal laws that curtail an employer in taking actions involving employees and applicantsUnderstand the requirements that fringe benefits and compensation programs place on employers \nMajor Subjects\n\nHiring and firing issues -What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee\, and much more \nEmployment contracts – An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work \nEmployment issues in the economy -Telecommuters and other special situations \nLegal liability issues – Recognition of age discrimination\, sex discrimination\, FLSA issues\, minimum wage\, overtime\, sexual harassment\, and more \nFringe benefit issues – COBRA\, Family and Medical Leave Act\, and new developments in health care \nMedical plans – Who is a full-time employee?
URL:https://sc.cpa/event/sstx682-26-surgents-employers-handbook-legal-tax-and-health-care-issues/
CATEGORIES:Self-Study Text
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260630T120000
DTEND;TZID=America/Detroit:20260630T120000
DTSTAMP:20260410T123254
CREATED:20250810T163515Z
LAST-MODIFIED:20250811T040516Z
UID:10005578-1782820800-1782820800@sc.cpa
SUMMARY:(SSTX681/26) Surgent's Employer's Handbook: Health Care\, Retirement\, and Fringe Benefit Tax Issues
DESCRIPTION:Event Description\nThe employer-employee relationship strains both sides in uncertain times\, and businesses need CPAs\, controllers\, and other advisors to provide understanding of the complex legal\, tax\, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. \nDesigned For\nCPAs who need an in-depth understanding of employment issues \nObjectives\n\nIdentify compliance issues \nUnderstand how health care mandates apply to employers and individuals \nExplain the nondiscrimination rules that apply to employer-sponsored retirement and health care plans\n\nMajor Subjects\n\nERISA compliance: employee welfare plans and qualified plans \nFringe benefit issues: COBRA\, Family and Medical Leave Act\, and new developments in health care \nHealth care plans: HRAs\, HSAs\, and other employer-sponsored plans \nQualified plan requirements: eligibility\, coverage\, and vesting
URL:https://sc.cpa/event/sstx681-26-surgents-employers-handbook-health-care-retirement-and-fringe-benefit-tax-issues/
CATEGORIES:Self-Study Text
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260630T120000
DTEND;TZID=America/Detroit:20260630T120000
DTSTAMP:20260410T123254
CREATED:20250810T165016Z
LAST-MODIFIED:20250811T040517Z
UID:10005580-1782820800-1782820800@sc.cpa
SUMMARY:(SSTX685/26) Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
DESCRIPTION:Event Description\nAs staff members gain more experience\, they are expected to take on more complex assignments with minimal supervision. This course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation. The material provides a deep life-cycle study into critical areas of formation\, special allocations of income and deductions\, basis calculations and implications of recourse and nonrecourse debt\, basis step-up under §754 on transfers of ownership interest\, distributions\, self-employment tax issues\, and termination and liquidations of an LLC. With a blend of legal and tax ramifications regarding LLC-specific issues\, this course identifies all the major areas that are potential sources of increased complexity. \nDesigned For\nExperienced CPAs desiring a comprehensive case approach to understand reasonably complex limited liability company issues and problems; also\, CPAs who want a comprehensive\, intermediate-level limited liability company practice manual \nObjectives\nPrepare complicated partnership returnsUnderstand certain advanced concepts of partnership taxation \nMajor Subjects\n\nReporting requirements for Schedules K-2 and K-3 \nCapital account’s reporting requirements \nSchedule K-1 reporting for Section 743 adjustments \nSchedule K-1 reporting for Section 704 gains and losses \nComprehensive case on partnership/partner application of the business interest deduction \nSection 704(b) basis versus tax basis for capital accounts \nDetailed rules of Section 704 for preventing the shifting of tax consequences among partners or members \nUnreasonable uses of the traditional and curative allocation methods \nLayers of Section 704(c) allocations \nTreatment of recourse versus nonrecourse debt basis \nHow to calculate basis limitations and the implications on each partner’s own tax return \nHow Section 179 limitations affect partnership/LLC basis \nRegulations for handling basis step-ups under Section 754 elections and mandatory adjustments under Section 743 and Section 734 for partnerships that have not made a Section 754 election \nSubsequent contributions of property with Section 754 adjusted basis to another partnership or corporation \nCapital account adjustments in connection with admission of new members \nSpecial allocations and substantial economic effect \nLLCs and self-employment tax to members \nDistributions -current or liquidating\, cash or property\, and the substituted basis rule \nTermination and liquidation of an LLC
URL:https://sc.cpa/event/sstx685-26-surgents-partnership-and-llc-core-tax-issues-from-formation-through-liquidation/
CATEGORIES:Self-Study Text
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260630T120000
DTEND;TZID=America/Detroit:20260630T120000
DTSTAMP:20260410T123254
CREATED:20250810T170517Z
LAST-MODIFIED:20250811T040518Z
UID:10005583-1782820800-1782820800@sc.cpa
SUMMARY:(SSAA618/26) Surgent's The Accountant as the Expert Witness
DESCRIPTION:Event Description\nAs litigation becomes more complex\, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as difficult as you might expect. Accounting experts educate lawyers and jurors on issues such as valuation\, tax liability\, and forensics. Learn how accountants become expert witnesses\, the role they play during pre-litigation through to trial\, and the techniques experts employ to avoid challenges from opposing counsel. \nDesigned For\nAccountants seeking to understand the litigation process and accountants who already serve as expert witnesses or wish to do so \nObjectives\n\nUnderstand how to become qualified as an expert witness \nLearn skills that experts use during deposition and trial to support their conclusions \nUnderstand the litigation process and the role accountants play in moving a case forward through to trial\n\nMajor Subjects\n\nBecoming qualified as an expert witness \nBest practices for testifying at trial \nUnderstanding the different roles accountants can play in litigation \nWorking with attorneys to prepare and present a case at trial \nThe role of experts in commercial versus personal injury litigation \nConfidentiality orders \nCompensation for expert witnesses \nPreparing for and attending depositions \nDaubert challenges to experts \nExpert reports \nThe role of experts in antitrust\, securities litigation\, and professional liability cases \nCredibility as a witness
URL:https://sc.cpa/event/ssaa618-26-surgents-the-accountant-as-the-expert-witness/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260630T120000
DTEND;TZID=America/Detroit:20260630T120000
DTSTAMP:20260410T123254
CREATED:20250810T170519Z
LAST-MODIFIED:20250811T040519Z
UID:10005584-1782820800-1782820800@sc.cpa
SUMMARY:(SSTX686/26) Surgent’s Weekly Expert Hour: Special 2-Hour Edition – House Version of Ta Reform
DESCRIPTION:Event Description\nThe House of Representatives passed a version of President Trump’s “One Big Beautiful Bill” on May 22\, 2025. It contains significant tax law changes and a permanent enactment of the Tax Cuts and Jobs Act (TCJA). These changes must still go through the Senate\, and eventually both bodies have to agree on identical versions of the same tax reform provisions. Our program will examine the new changes enacted by the House\, and our panel will discuss the TCJA provisions that may become law. These topics have not yet been enacted into law\, but we believe many of them will be once they have gone through the Senate. \nPractitioners who attend this program will learn about all of these new proposed changes\, most of which we believe will be enacted shortly. Many of them will be effective in 2025.  \nDesigned For\nAccounting and finance professionals advising individual\, business\, and not-for-profit clients \nObjectives\nBe up to date on the latest tax law changes advanced by the House of Representatives \nMajor Subjects\nIntroduction to the House passage and future enactment of the One Big Beautiful Bill New rules relating to the taxation of overtime pay and tipsIncreased deduction for seniorsChanges in the standard deduction and Child Tax CreditIncrease in the SALT cap to $40\,000\, with income limitationsIncrease in the estate tax exemptionIncrease in the QBI deductionEstablishing\, funding\, and making distributions to newly established accounts for childrenMedicaid changes  Deducting interest on car loans Elimination of green energy creditsReview of important TCJA provisions
URL:https://sc.cpa/event/sstx686-26-surgents-weekly-expert-hour-special-2-hour-edition-house-version-of-ta-reform/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260630T120000
DTEND;TZID=America/Detroit:20260630T120000
DTSTAMP:20260410T123254
CREATED:20250810T170524Z
LAST-MODIFIED:20250811T040511Z
UID:10005585-1782820800-1782820800@sc.cpa
SUMMARY:(SSTX687/26) Surgent’s Weekly Expert Hour (Original Air Date: 5/22/25)
DESCRIPTION:Event Description\nAs financial and tax professionals well know\, information overload is a constant struggle we face because things change quickly\, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients. \nMike and his co-presenters will dispense news on current events impacting taxes\, finance\, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients. \nEvery financial professional will benefit from this series. \nDesigned For\nFinancial professionals who wish to be up to speed on the latest news affecting themselves and their clients \nObjectives\nBe well informed on current topics impacting taxes\, finance\, and industry. \nMajor Subjects\n\nMaking the Tax Cuts and Jobs Act provisions permanent \nEliminating tax on tips and overtime and special tax relief for seniors \nPhase out of the clean energy credits \nDeduction for auto loan interest on American made cars \nSALT cap raised to $40\,000 with an income phase-out of $500\,000 \nIncrease in the transfer tax exemption to $15 million and an opportunity to open Trump accounts for children
URL:https://sc.cpa/event/sstx687-26-surgents-weekly-expert-hour-original-air-date-5-22-25/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260724T083000
DTEND;TZID=America/Detroit:20260724T092000
DTSTAMP:20260410T123254
CREATED:20260112T195720Z
LAST-MODIFIED:20260116T150402Z
UID:10005598-1784881800-1784884800@sc.cpa
SUMMARY:(LIOT01/27) Working With and Being on Nonprofit Boards; Engaging In & Supporting Philanthrophy
DESCRIPTION:Event Description\n\nServing on a nonprofit board can be one of the most rewarding—and most misunderstood—leadership experiences for a CPA. This course helps you evaluate whether a board role is the right fit\, understand the core responsibilities of governance\, and build effective working relationships with the CEO/Executive Director. You’ll also learn how to contribute meaningfully beyond meetings\, engage in philanthropy with intention\, support fundraising ethically\, and measure impact in ways that strengthen organizational credibility and community trust. \nDesigned for CPAs and financial leaders who want to make a real difference\, this session blends practical frameworks with the real-world expectations of modern nonprofit governance. \n\nDesigned For\n\n\nCPAs considering joining a nonprofit board\nExisting board members seeking clearer expectations\nFirm leaders\, CFOs\, controllers\, and financial professionals involved in community organizations\nAnyone who wants to strengthen governance\, partnership\, and philanthropy skills\n\n\nObjectives\n•  Evaluate whether a nonprofit board role is the right fit by assessing mission alignment\, time commitment\, expectations\, and personal readiness.\n•  Understand and operate within the core board responsibilities\, including oversight\, fiduciary duties\, and strategic guidance.\n•  Build strong partnerships with the CEO/Executive Director through clarity\, trust\, and shared expectations.\n•  Contribute beyond meetings by adding value through committees\, expertise\, advocacy\, and strategic support.\n•  Engage in philanthropy with intention as a donor\, ambassador\, and steward of mission integrity.\n•  Support fundraising confidently and ethically\, aligning requests with organizational values and donor trust.\n•  Measure and communicate impact using clear metrics\, storytelling\, and financial insight. \nMajor Subjects\n\n\nEvaluating Board Service: Fit\, Expectations & Readiness\nCore Responsibilities of Nonprofit Boards (Duty of Care\, Loyalty\, & Obedience)\nBuilding Effective Partnerships with the CEO/Executive Director\nAdding Value Between Meetings: Strategic Contributions Beyond the Boardroom\nPhilanthropy With Intention: Giving\, Asking\, and Stewardship\nEthical & Confident Support for Fundraising\nMeasuring and Communicating Mission Impact
URL:https://sc.cpa/event/liot01-27-working-with-and-being-on-nonprofit-boards-engaging-in-supporting-philanthrophy/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260828T083000
DTEND;TZID=America/Detroit:20260828T092000
DTSTAMP:20260410T123254
CREATED:20260112T201216Z
LAST-MODIFIED:20260116T150421Z
UID:10005599-1787905800-1787908800@sc.cpa
SUMMARY:(LIOT02/27) Unconscious Bias\, Imposter Syndrome
DESCRIPTION:Event Description\nEven the most capable professionals experience hidden mental patterns that affect confidence\, clarity\, and decision-making. This session equips CPAs with practical tools to understand unconscious bias\, recognize imposter-syndrome triggers\, reframe self-doubt\, and give and receive feedback in ways that reduce threat and build trust. \nDesigned For\n\nCPAs\, managers\, and leaders seeking to understand bias\nSupervisors\, mentors\, and team leads responsible for feedback and coaching\n\nObjectives\n\nExplain key data\, definitions\, and types of unconscious bias\, including how these mental shortcuts shape perception and decision making.\nRecognize common forms of unconscious bias as they appear in everyday interactions and workplace systems.\nIdentify imposter syndrome triggers and patterns in themselves and others.\nReframe self doubt into constructive performance signals\, using cognitive techniques that foster clarity and confidence.\nGive and receive feedback in ways that reduce threat\, support psychological safety\, and build trust.\nCoach others through imposter moments\, using empathetic inquiry\, reframing\, and strengths based coaching.\n\nMajor Subjects\n1. Understanding Data\, Definitions & Types of Unconscious Bias\n2. Recognizing Common Bias Patterns in Professional Settings\n3. Imposter Syndrome: Triggers\, Patterns & Psychological Drivers\n4. Reframing Self-Doubt Into Performance Signals\n5. Giving & Receiving Feedback\n6. Coaching Others Through Imposter Moments
URL:https://sc.cpa/event/liot02-27-unconscious-bias-imposter-syndrome/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260925T083000
DTEND;TZID=America/Detroit:20260925T092000
DTSTAMP:20260410T123254
CREATED:20260112T202712Z
LAST-MODIFIED:20260116T150437Z
UID:10005600-1790325000-1790328000@sc.cpa
SUMMARY:(LIOT03/27) Servant Leadership
DESCRIPTION:Event Description\nTrue leadership isn’t about authority—it’s about service. In this session\, participants will learn the 10 foundational keys of servant leadership and how to lead with a “service first” mindset while still setting clear expectations\, driving accountability\, and delivering results. You will explore how trust is built through presence\, listening\, and follow through; how to develop others intentionally; how to empower decision making at the right level; and how to create psychological safety and candid communication. This course will strengthen your ability to model humility and integrity while aligning your team around purpose\, culture\, and shared outcomes. \nDesigned For\n•  CPAs\, firm leaders\, managers\, supervisors\, and team leads\n•  Professionals responsible for staff development\, engagement\, culture\, and performance\n•  Emerging leaders seeking a strong leadership philosophy rooted in both empathy and accountability \nObjectives\n•  Explain the 10 keys to servant leadership and how they apply to modern CPA leadership.\n•  Lead with a “service first” mindset while still setting expectations\, reinforcing accountability\, and achieving results.\n•  Build trust by being present\, listening actively\, and consistently following through.\n•  Develop others intentionally through structured guidance\, coaching\, and growth focused conversations.\n•  Empower decision making at the right level to increase ownership\, speed\, and confidence.\n•  Create psychological safety and foster healthy candor within teams.\n•  Model humility and integrity through transparent communication and aligned behavior.\n•  Strengthen team purpose and alignment by clarifying mission\, roles\, and shared priorities. \nMajor Subjects\n•  The 10 Keys to Servant Leadership\n•  Balancing Service First Leadership With Accountability & Results\n•  Trust Building Through Presence\, Listening & Follow Through\n•  Intentional Talent & Leadership Development\n•  Empowerment: Delegating Decision Making at the Right Level\n•  Creating Psychological Safety & Encouraging Healthy Candor\n•  Modeling Humility\, Integrity & Professional Groundedness\n•  Strengthening Team Alignment\, Purpose & Shared Commitment
URL:https://sc.cpa/event/liot03-27-servant-leadership/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261023T083000
DTEND;TZID=America/Detroit:20261023T092000
DTSTAMP:20260410T123254
CREATED:20260112T202713Z
LAST-MODIFIED:20260116T150452Z
UID:10005601-1792744200-1792747200@sc.cpa
SUMMARY:(LIOT04/27) Success - A Roadmap to Ponder
DESCRIPTION:Event Description\nSuccess is not one-size-fits-all—especially in a demanding profession like accounting. This session helps participants define “success” in a way that is deeply personal\, values based\, and sustainable. You’ll learn how to translate long-term vision into a clear\, practical roadmap; align your time and energy with what matters most; build momentum through consistent routines; and measure progress using the metrics that truly reflect growth. The session also explores how to anticipate common derailers and strengthen decision clarity during periods of uncertainty so you can stay focused\, confident\, and aligned with what you care about most. \nDesigned For\n•  CPAs\, firm leaders\, managers\, and rising professionals\n•  Anyone seeking greater clarity\, prioritization\, and alignment between career and personal purpose\n•  Leaders who want to support healthier\, values-driven team cultures \nObjectives\n•  Strengthening Decision Clarity During Uncertainty and Complexity\n•  Define “success” in a personal\, values based way that aligns with their long term aspirations.\n•  Translate long term vision into a practical roadmap\, using structured planning and milestones.\n•  Align time and energy to what matters most\, focusing on high impact activities.\n•  Build momentum through consistent routines that reinforce productivity and intentionality.\n•  Measure progress with meaningful metrics\, beyond traditional performance indicators.\n•  Anticipate success derailers\, including habits\, mindset traps\, and environmental factors.\n•  Strengthen decision clarity during uncertainty\, using tools to reduce noise and focus on guiding values. \nMajor Subjects\n•  Defining “Success” Through Personal Values\n•  Translating Long Term Vision into a Practical\, Actionable Roadmap\n•  Aligning Time\, Energy & Priorities With What Matters Most\n•  Building Sustainable Momentum Through Consistent Routines\n•  Measuring Progress Using Meaningful\, Values Based Metrics\n•  Anticipating Internal & External Success Derailers\n•  Strengthening Decision Clarity During Uncertainty and Complexity
URL:https://sc.cpa/event/liot04-27-success-a-roadmap-to-ponder/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
END:VEVENT
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