CPE Course Steps to Success: Tips and Tricks for Developing CPAs

November 5, 2018

8:30am — 4:15pm

Location Bedford

Member Price $209.00
Non-member Price $209.00

Curriculum Other, Personal Development

Field of Interest Other, Personal Development

Level Beginning

Designed For

This course is designed for professionals that are new to the accounting field who are looking to develop their interpersonal and Time Management skills to help them build their career.

Objective

The objective of this course is to help developing professional find their professional voice, learn how to better manage their time, the basics of conflict resolution and the importance of effective communication. With instructors coming from local CPA firms as well as specialist, you will learn everything you need to know about how to get out of your own way and climb the corporate ladder to success!  

Highlights

8:00am- Breakfast

8:30am- Relaying Your Needs (effective communication)

Effective communication is a skill that most develop over time; however, with the increase in electronic communications many no longer see the necessity to develop their conversation skills. This change in communication style has caused a rift between the older, more experienced generation, and the newer, younger staff members. During this segment you will effectively learn how to communicate your needs. We will discuss how to respectfully request and give feedback, how to say no in the proper way, and strategies to help with having difficult conversations.   

 

9:45 am- Related Exercise: Get to know yourself

 

10:15am- Balance Your Ego & Conflict Resolution (panel)

This panel will discuss an issue that has plagued the millennial generation (and every other young generation), balancing your ego. Millennial’s are known to many in the workforce as the entitlement generation. We know what we want, and we want it right now. There is nothing wrong with knowing your worth, and relaying your needs. There is a problem, however, when you put your needs above the needs of your colleagues and your employer. Though we all deserve to have a job that schedule and pay works for us, it is crucial that you consider reality and use effective communication. Don’t let your ego lose you your promotion. Hear from local leaders as they regale upon stories of their most “entitled” employees. They will explore the necessity for hard work, how to learn from your mistakes, the importance of compromise, and how to be confident without being OVER confident.

 

12:00pm- Lunch

 

12:30pm- Work, Life, Fit

Some call it work life balance, but for some, a balance between work and home is not the perfect fit. In this segment you will learn what works best for you and how to maintain your own balance. You will use the Covey stone & sand model to decide what is important to you, and also to figure out what you can let go of.

 

1:25pm- Group Exercise: What are your Big Rocks?

 

2:00pm- Time Management & Self Review

“You may delay, but time will not”- Benjamin Franklin

Time Management is the most important, and impressive, skill a new employee can have. Knowing how to manage your day in a productive and efficient way is the ultimate key to success. The information age has given us a lot of technological enhancements to assist us in organizing our efforts more efficiently; however, it has also given us significantly more chances for interruption, distraction, and error. During this portion of the program, we will discuss time management strategies and how to stay on schedule. You will learn how to build time in to your calendar for self-review and how to plan ahead so you don’t take on more than you can handle. We will examine the appropriate way to ask your manager for assistance with prioritization, how to say no when you know you will not be able to meet a deadline, and tips and tricks for staying on track. 

 

3:15pm- Related Exercise: Goal Setting: Don’t let your goals become stagnant

 

3:45pm- Closing Q&A

This is the time to ask questions that weren’t covered during the sessions. What is important to you? What is holding you back on your path to success?

Instructors

Mr Steven R. Breault, CPA · Ms Jessica Bouchard, CPA · Ashley Major · Pubali Chakravorty-Campbell · Mr Edward Boyd Jr., CPA · Mr Jason Gagnon, CPA

Steve Breault is the Financial Controller at LTC Partners, located in Portsmouth, NH. Prior experience includes working at John Hancock Financial Services in Boston, MA, where he held various positions in Accounting, Finance, Tax, Information Technology, and Investments. He was an adjunct faculty member for Southern NH University and Great Bay Community College, teaching tax and accounting courses at the graduate and undergraduate levels. Steve is also a Realtor and a member of Toastmasters International. Toastmasters is an international organization that is structured by districts, divisions, and local clubs. Members deliver speeches, presentations, and evaluations to enhance their public speaking and leadership skills. Steve has been a member of Toastmasters for over ten years and has delivered numerous speeches and presentations within the organization and has participated in speech and evaluation competitions. Steve graduated with a Bachelor’s degree in Business from the University of New Hampshire, a Master’s degree in Finance from Northeastern University, and a Master’s degree in Accounting from Bentley University.close
Jessica is an Audit Senior Manager at Baker Newman Noyes in Manchester. She specializes in delivery audit and other attestation services to not-for-profit, financial services and commercial clients. Additionally, she serves on the Baker Newman Noyes Training Committee. Jessica graduated from Southern New Hampshire University, summa cum laude, where she earned a bachelor’s degree in accounting in 2009. She serves as the Treasurer on the Board of Trustees of In-Town Manchester and as a member of the Membership and CPE Committee of the New Hampshire Society of Certified Public Accountants. Jessica is a member of the American Institute of Certified Public Accountants and the New Hampshire Society of Certified Public Accountants. Jessica is married, has one daughter and two dogs. She enjoys spending time with her family, gardening and being outside.close
Ashley Major, CPA, a manager with Nathan Wechsler & Company, joined the firm in 2010 after completing her MS and BBA in Accounting at Siena College. During her time in school she completed three different internships which led her to choosing her career with NWC, where she has grown and prospered over the last 8 years. As Manager, Ashley manages client relationships, directs fieldwork and supervises on-the-job training of staff members in the areas of audit and tax, with industry specializations in non-profits, closely held businesses, manufacturing and construction. Ashley is also involved in different non-profit activities and boards and currently serves as the treasurer of IMA-NH. In her spare time, you might often find Ashley at the racetrack with her husband, throwing the Frisbee for her high energy German Shepherd, looking for the best sale she can find with a friend, curled up in bed with a fun book, quilting in the sewing room with her mom or out on her parents' patio building a "project" with her dad. She is always up for trying new things with new people and likes to stay busy.close
VP, Organizational Strategy, Human Resource PartnersAs an entrepreneur, Pubali has lived through both the challenges and the successes of being a business owner. The exponential growth and success of her company required a major expansion and a complete relocation in less than eight years. Her company won over eight ‘Best Of’ awards (Hippo Press, Union Leader, and New Hampshire Magazine), was the focus of over eleven television, radio, and magazine features, including New Hampshire Chronicle and WMUR.Since the sale of her business, Pubali’s passion is sharing her knowledge to help other businesses grow and succeed. Leveraging her background and hands-on experience in business operations she provides business operations consulting for those business owners and leaders who have the desire to take their workplace culture and business to the next level.Originally from Louisville, Kentucky, Pubali has been in New England since 1997 when she relocated to Boston to attend Boston University (B.A. Economics, ‘01). Pubali was selected as one of five Remarkable Women in Healthcare in 2010 by New Hampshire Magazine, and in the New Hampshire Union Leader 40 Under 40 Class of 2012. She is a graduate of Leadership Greater Manchester (’11) and Leadership New Hampshire (’12). Pubali is on the programming committee for New Hampshire Women’s Foundation and a trained Co-Active™ Executive Coach and certified DiSC® facilitator.Pubali Chakravorty-Campbell's Key Skills:•Operational effectiveness and process improvement•Employee engagement•Maximizing corporate culture•Business operations consulting•Meeting and retreat facilitation•Corporate and individual training•Public speakingclose
Professional ExperienceEd Boyd is a Principal in the Governmental Services Department at Melanson Heath and has been with the Firm since 2007. He is a Certified Public Accountant licensed in New Hampshire.Since joining the Firm, Mr. Boyd’s experience focused on governmental financial statement audits, OMB Circular A 133 single audits, as well as forensic audits and other special projects, including risk assessment, performance audits, and reconciliation assistance. Annually, Mr. Boyd audits over 20 cities and towns, as well as audits of Comprehensive Annual Financial Reports (CAFRs) submitted to the Government Finance Officers Association.EducationHe received a Bachelor of Science degree in Accounting from Southern New Hampshire University, graduating Cum Laude. He is a member of Delta Mu Delta, an international honor society in business, as well as an alumnus of the Francis Ouimet Scholarship Fund.close
Jason Gagnon, who has been a licensed CPA in the State of New Hampshire since 2013, joined the firm in 2011. He received his Bachelor of Science in Accounting from Southern New Hampshire University (summa cum laude).ServicesAudit and AccountingTaxEnCompassFinancial ConsultingExpertiseManufacturingTechnologyLong Term CareNon-profits and FoundationsCommunityTreasurer of the Manchester Young Professionals Network and member of the American Institute of Certified Public Accountants and the New Hampshire Society of CPAs.close

Prerequisites

None

Developer

New Hampshire Society of CPAs

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