Managing Projects and Tasks – Helpful Tools

Date: Monday, January 26, 2026
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter: Tommye Barie, CPA, Succession Institute
Moderator:
Field of Study: Personal Development
Program Level: Intermediate
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

Save the Date! More information coming soon.

Presenter and Moderator Bios

Presenter: Tommye Barie, CPA, Succession Institute

Tommye Barie, CPA is a recently retired partner from one of the 100 largest accounting and consulting firms in the U.S., where she launched the firm’s Client Advisory Services practice and served on several strategic committees. With over 30 years of experience in audit and assurance, she is widely recognized as a visionary leader in the accounting profession. Tommye has served as Chair of the AICPA and the Florida Institute of CPAs, and represented the U.S. on the board of the International Federation of Accountants. She has been named one of the 100 Most Influential People in Accounting and one of the 25 Most Powerful Women in Accounting. Tommye continues to serve on various boards, mentor young professionals, and speak on leadership, strategy, and innovation.

Cost
$35.00 for CPAFMA Members / $80.00 for Non-Members / Free for PAFMs

  Online Registration

This webinar is part of the following series:

Firm Management Series

Join CPAFMA for a dynamic 4-part webinar series focused on key aspects of firm management tailored for CPA firm leaders and managers. Each session explores essential skills and strategies to help you lead more effectively, drive accountability, and foster a productive team environment.

Catch It On-Demand

Registered for the series but have a conflict with a date? All that register and will receive links to view the webinars on-demand, so that you can still have access to all content, even if you miss one of the live broadcasts. Replays are available for all sessions even if you purchased the series after the date of the live broadcast.

October 24 at 1:30 pm | Normalizing Accountability on Your Team
November 12 at 1:00 pm | Change Management Essentials for CPA Firm Managers
December 4 at 12:00 pm | Generational Differences in the Workplace
January 26, 2026 at 1:30 pm | Managing Projects and Tasks – Helpful Tools

The entire series can be purchased at a discount for:
$105.00 for Members / $240.00 for Non-Members / Free for PAFMS

  Entire Series Online Registration

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the webinar’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA webinar?
An CPAFMA webinar is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA webinar?
Your webinar will have one or more speakers who are recognized experts on the topic. Webinars typically include a Q&A session; you can ask questions by audio or chat options.

CPE Credits
CPAFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Webinars qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA webinars?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA webinars are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for webinar. PCPS members should indicate their membership when registering.