Skip to main content
Classroom

CPA Firm Bundle: Communications, Personal Development & Excel Mastery


Average Rating:
   456
Categories:
ACPEN Industry Institute |  Partner Produced |  Professional Development |  Technology |  Communications |  Personal Development
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA |  Jonathan Robinson, MA, MFT
Duration:
64 Hours
License:
Never Expires.


Description

CPA Bundle: Communications, Personal Development & Excel Mastery

Enhance both your professional and personal growth with this comprehensive bundle, designed to sharpen your communication skills, boost your personal development, and perfect your Excel expertise. Perfect for CPAs and young professionals looking to elevate their practice and gain an edge in client interactions, business development, and technical proficiency.

Communications & Personal Development (32 Credits)

Master the art of effective communication and personal growth with a series of impactful courses focused on building rapport, creating delighted clients, and increasing business opportunities. Learn how to harness the power of positive psychology and improve your interpersonal effectiveness at work and beyond.

  • 10 Ways to Create Delighted Clients and More Referrals (4 Credits)
  • Communication Miracles At Work and In Life - Part 1 (4 Credits)
  • Communication Miracles At Work and In Life - Part 2 (4 Credits)
  • Creating Rapid Rapport for Increased Business (4 Credits)
  • Shortcuts to Personal and Professional Success (4 Credits)
  • Speaking For Impact (4 Credits)
  • The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional (4 Credits)

Excel Mastery for Accountants (32 Credits)

Develop critical Excel skills for your accounting practice with these expert-led courses. From essentials to advanced tips, tricks, and techniques, this series will help you maximize your efficiency and gain a deeper understanding of Excel’s full capabilities—ensuring you’re always ahead of the curve in data management and analysis.

  • K2’s Excel Essentials For Staff Accountants (8 Credits)
  • K2’s Excel Best Practices (8 Credits)
  • K2’s Excel Tips, Tricks, and Techniques for Accountants (8 Credits)
  • K2's Excel PivotTables for Accountants (8 Credits)

Why Choose This Bundle?

  • Holistic Development: Not only will you improve your technical skills, but you’ll also refine your ability to communicate, engage clients, and navigate the challenges of personal and professional growth.
  • Practical Skills for Immediate Impact: Each course is packed with actionable insights that can be applied directly to your practice and daily work.
  • Flexible Learning: With a variety of topics and formats, you can tailor your learning journey to fit your needs and schedule.

Unlock your full potential with this all-in-one bundle, designed to help you become a more effective communicator, a successful professional, and an Excel pro.

Basic Course Information

Learning Objectives
  • Master Excel
  • Improve your technical skills
  • Refine your ability to communicate, engage clients, and navigate the challenges of personal and professional growth

Major Subjects
  • essentials
  • best practices
  • tips
  • PivotTables
  • personal growth
  • communication

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products

Shareholder

K2 Enterprises


Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Jonathan Robinson, MA, MFT's Profile

Jonathan Robinson, MA, MFT Related Seminars and Products


Jonathan Robinson is a psychotherapist, best-selling author of ten books, and a professional speaker from Northern California.  For the past 30 years he has spoken to dozens of Fortune 500 companies including Google, Microsoft, Dell Computer, Coca-Cola, and Fed-Ex. Mr. Robinson has made numerous appearances on the Oprah show and CNN, as well as other national TV talk shows. He has reached over 100 million people around the world, and is known for providing his audiences with immediately useful information presented in a fun and entertaining manner.

 

Jonathan speaks regularly to Fortune 500 companies such as Google, Microsoft, Dell, Bank of America, Coca-Cola, and FedEx/Kinko’s. In his public talks and workshops, Jonathan is known for providing his audiences with powerful and immediately useful information in a fun and entertaining manner.


Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

All professionals looking to become a more effective communicator, a successful professional, and an Excel pro


Yellow Book

No


Course Developer

ACPEN


Date Added to Catalog

10/15/24


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 456

Comments

Geraldine F

"Best webinar I attended this year. Jonathan Robinson was very knowledgeable of his field and I appreciate all the techniques and insights he shared. Thank you."

Valentina S

"Excellent course! I will use the new techniques learned during this course. The presenter was great! Thank you."

Galen R

"This is one of the best courses I have taken for practicality and applicability to me and my personal and professional development."

Elizabeth S

"One of the best classes I have ever attended. thank you"

Jacques B

"Good job!"

Felicia E

"This was a very appropriate discussion regarding presentation skills. I will certainly consider the points made by Mr Robinson in future presentations."

Brian T

"This course was very helpful in my knowledge of Excel and I can easily apply this to my current work papers as I continue to learn further about the software that we accountants use on a daily basis."

Jasbeer C

"Thanks for this course "

Riley H

"I'm glad there was a female moderator to also speak on the female perspective of communication cause its a lot different and men can emphasize but not really understand the why."

Katelynn S - Storm Lake, Iowa

"I enjoyed taking this course. The near-death experience exercise was very intense, and I even cried! What an eye-opening course!"