The Key to Productive Meetings

Exam Questions: 30
Course Level: Basic
Pages: 164 | Content: 140, Supplemental: 24
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 7210C

Meetings can be time-consuming and inadequate for addressing today's innovation and speed-to-market imperatives. This course will show you how to transform conventional meetings into workflow sessions that are truly productive. It gives you the tools to dramatically improve both face-to-face and digital collaboration by leveraging the creative potential of those you work with. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course Level: Basic.

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Course Information

Table of Contents
  • Why Meetings Fail: Reframing Workflow Management
  • The Issues Management Session
  • The Innovation Session
  • The Problem-Solving Session
  • The Ongoing Planning Process
  • One-on-One Sessions
  • Solo Sessions
  • Making It Happen
  • To recognize the correct order for workflow management sessions
  • To identify the facilitator's responsibilities during a workflow management session
  • To recognize characteristics related to an Issues Management Session
  • To identify the phases of the Innovation Session
  • To recognize the steps involved in the Problem-Solving Session
  • To recall features of the Ongoing Planning Process
  • To recognize the facilitator's role during a one-on-one session
  • To recognize features of a solo workflow management session
  • To recall the duties of a facilitator during an Ideation exercise

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.