Courses are offered at various times and locations, including the California CPA Society Education Foundation. Our website will give you the latest information on upcoming seminars, workshops and courses.

Many of our courses can be adapted for presentation in your organization. Contact us to discuss your specific requirements.

MANAGING YOUR SUCCESS™
A two to three day in-house program designed to allow managers and owner/managers to understand and appreciate the critical areas of a company's development. By approaching this from an educational perspective, the group is able to reflect on the dynamics of the business world in general and how this could be applied to their own company. In doing so the team is able to create a strategy and an action plan to immediately improve their conditions and their potential for long-term achievement.

COMMUNICATING - Learning to Give and Take
A one-day workshop intended to give participants an immediately useable set of skills (S.H.A.R.E.®)to become an effective all-around communicator to share ideas, feelings and information, and to increase harmony and productivity in the work place and home.

CORPORATE EXPANSION & GROWTH
This course is geared to all business professionals in small firms as well as large companies. It addresses all of the major areas of a business operation and how they can work together for the company's benefit. A highly structured, eight-step program walks the company and its personnel through a comprehensive and methodical progression for growth and expansion.

PUTTING IT ALL TOGETHER: Using All Your Skills For Getting and Keeping Clients
The focus of the class is to help the staff understand how they can combine the tax, consulting, accounting, auditing and general business skills to help clients expand profitably.

GETTING AND STAYING CLOSE® TO YOUR CLIENTS
This one-day class was designed from a case study approach to demonstrate for CPAs on how to expand their client base by working closely with their existing clients. The combination of communication and marketing skills is the core of this course.

ADVISING AND MANAGING TROUBLED AND GROWING BUSINESSES
A one-day program that addresses the financial, operational and people aspects of a corporate turnaround situation as well as the growing company. It was designed to help the CPA to identify client situations before they become a real problem.