Time Management for CPAs

Overview

Protecting financial client data is crucial to maintaining trust and integrity in the financial industry. A Written Information Security Program (WISP), required by the IRS, is designed to help tax pros effectively plan data security. Andrew Lassise, of Tech 4 Accountants/Rightworks, shares his expertise in helping tax and other financial professionals with IRS compliance and data protection measures. He explains how to maximize the IRS requirement to complete a WISP, offering a helpful road map for tax pros to protect their clients and themselves with a comprehensive cybersecurity strategy.

Highlights

• Building an effective time management framework
• Three time factors-time wasters, time savers and time management techniques
• Managing "oneself" to improve the management of time

Prerequisites

None.

Designed For

Sole practitioners, firm partners, CFOs, controllers, department managers and staff accountants.

Objectives

• Determine how to develop a framework of effective time management.
• Identify the three time factors: time wasters, time savers and time management techniques.
• Recognize the relationship of time management and behavioral science.
• Analyze self-management in order to improve the management of time.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.