LeanCPA - Process Improvement Strategies for CPA Firms

Date: Thursday, June 11, 2009
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Dustin Hostetler, Business Consultant with Rea & Associates Inc.
Objective(s):
Learn how CPA firms are using the world-class process improvement tools of Lean and Six Sigma to improve their processes - and ultimately add more value to client relationships.
Field of Study: Management Advisory Services
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

How are your firm’s processes? Do you have a mountain of work in process but nothing is getting done? Does client work routinely back up at certain steps in the process? Do you have partners spending excessive time in the minute details and not enough time on higher-level, value-added services?

If you can answer yes to any of these questions, the LeanCPA™ MAPCast can help you learn ways to make your processes more effective.

One thing firm’s have recognized in the last several years…process is not just technology. While technology and software available to firms has grown leaps and bounds, firms still complain about efficiency as much as ever.

What are the benefits of adopting a lean process? Here are a few gems:

• Faster, smoother processes (get more out of your resources)
• Gaining time – who couldn’t use more time?
• Higher realization due to gains in efficiency and capacity
• Send more dollars to the bottom line!

Presenter and Moderator Bios
Dustin Hostetler is a business consultant and Lean Six Sigma Master Black Belt for Lean CPA, LLC, a division of Rea & Associates, Inc., a top 100 accounting and business consulting firm with offices in Ohio.

He helps clients implement lean and six sigma concepts in their office and service functions. Industries where he’s applied his talents include: manufacturing, retail, food service and professional services. In addition, he is a pioneer in helping accounting firms apply lean concepts to their unique functions like tax return and payroll preparation, pension administration, bookkeeping and governmental auditing.

He holds a bachelor’s degree in finance from The Ohio State University, graduating magna cum laude. He also received both his Black Belt and Master Black Belt certificates from Kent State University.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

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 MAPCast’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 MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

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 MAPCast 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 MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA MAPCast?
An CPAFMA MAPCast 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 MAPCast?
Your MAPCast will have one or more speakers who are recognized experts on the topic. MAPCasts 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.

MAPCasts with an HR focus have been approved for recertification credit hours toward PHR and SPHR recertification through the Human Resources Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org. 

MAPCasts 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 MAPCasts?

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 MAPCasts 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 MAPCasts. PCPS members should indicate their membership when registering.