This course provides a deep dive into the principles, calculations, and strategies necessary to implement customer profitability analysis (CPA) effectively.
The text focuses primarily on disability income insurance although business-related disability products, such as disability buyout and business overhead expense policies, are also examined.
Duties when managing a project is a course that will describe the business and management duties that must be performed by the project manager or the practitioner leading the project.
Effective Communication Styles for CPAs is a training course that will define the various communication styles that are available to CPAs.
Effective Listening Styles for CPAs is a training course that will define different listening styles and skills that can be used by practice owners and practitioners to improve practice communications with office staff members and their clients.
This course will illustrate the problems some practice owners and practitioners have with poor writing and provide suggestions for improving their written communication methods.
This course will provide an overview of the project quality management knowledge area. This course will describe the purpose of Kanban and describe why it is used by agile project teams.
A KPI dashboard cuts through the clutter of numbers so a company can monitor the most important measures of its success.
Leadership and Motivation for a Practice is a course that will describe the skills and traits for leading and motivating office staff members within a practice.
Leading Effective Meetings for CPAs is a course that will help CPAs to lead more effective meetings. This course will describe the purpose and benefits of using an agenda for all CPAs.
